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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

749 hedge funds and large institutions have $23.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 188 increasing their positions, 317 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+41
Holders Change %
+5.79%
% of All Funds
16.72%
Holding in Top 10
88
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.33%
% of All Funds
1.96%
New
134
Increased
188
Reduced
317
Closed
84
Calls
$885M
Puts
$1.66B
Net Calls
-$779M
Net Calls Change
+$468M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$917M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$545M
3
Ameriprise
Ameriprise
Minnesota
$1.09B
4
CC
CQS Cayman
Cayman Islands
$138M
5
SG Americas Securities
SG Americas Securities
New York
$134M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$737M
2
Goldman Sachs
Goldman Sachs
New York
$368M
3
DILIC
Dai-ichi Life Insurance Company
Japan
$81.1M
4
Bank of America
Bank of America
North Carolina
$3.63B
5
CWM
Cornerstone Wealth Management
Missouri
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
301
Busey Bank
Illinois
$1.81M +$1.81M +16,040 New
CI
302
Conning Inc
Connecticut
$1.76M -$326K -2,886 -16%
CFGS
303
Concourse Financial Group Securities
Alabama
$1.76M +$115K +1,023 +7%
SFS
304
Sowell Financial Services
Arkansas
$1.76M +$1.76M +15,582 New
CA
305
Cambridge Advisors
Nebraska
$1.74M – – –
BI
306
Ballast Inc
Kentucky
$1.73M -$1.61M -14,288 -48%
LFASL
307
Lugano Financial Advisors SA (LFA)
Switzerland
$1.73M – – –
AP
308
Agilis Partners
Massachusetts
$1.72M -$710K -6,290 -29%
Prudential Financial
309
Prudential Financial
New Jersey
$1.65M -$8.49M -75,346 -84%
SS
310
Simplicity Solutions
Minnesota
$1.59M -$5.91M -52,436 -79%
BWA
311
BDO Wealth Advisors
Florida
$1.57M +$1.51M +13,410 +2,470%
5L
312
55I LLC
Massachusetts
$1.56M +$1.56M +13,837 New
HCM
313
Hollencrest Capital Management
California
$1.55M +$175K +1,547 +13%
MC
314
Muzinich & Co
New York
$1.53M +$1.53M +13,588 New
HB
315
Homrich & Berg
Georgia
$1.49M +$863K +7,651 +138%
KC
316
Kingfisher Capital
North Carolina
$1.46M -$56.2K -498 -4%
WLIM
317
White Lighthouse Investment Management
Massachusetts
$1.45M -$121K -1,075 -8%
ACP
318
Aveo Capital Partners
Colorado
$1.44M +$54.6K +484 +4%
WMA
319
Wealth Management Associates
New Jersey
$1.44M +$1.44M +12,785 New
ARMC
320
American Research & Management Company
Massachusetts
$1.44M -$90.3K -800 -6%
Natixis Advisors
321
Natixis Advisors
Massachusetts
$1.44M +$8.68K +77 +0.6%
PI
322
PFS Investments
Georgia
$1.43M -$181K -1,595 -11%
MRC
323
Millburn Ridgefield Corp
New York
$1.42M -$520K -4,607 -27%
Cetera Investment Advisers
324
Cetera Investment Advisers
Illinois
$1.42M -$1.22M -10,784 -46%
Principal Financial Group
325
Principal Financial Group
Iowa
$1.41M +$1.41M +12,500 New
11 12
13
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