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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 %
WWM
326
Willingdon Wealth Management
North Carolina
$1.41M +$66.2K +587 +5%
BWAM
327
Boyd Watterson Asset Management
Ohio
$1.4M -$248K -2,201 -15%
DA
328
DSC Advisors
Illinois
$1.39M +$1.39M +12,300 New
CB
329
Chemical Bank
Michigan
$1.38M +$727K +6,444 +111%
Northern Trust
330
Northern Trust
Illinois
$1.37M +$32K +28,354 +2%
Lazard Asset Management
331
Lazard Asset Management
New York
$1.35M -$9.21M – –
CA
332
Commerzbank Aktiengesellschaft
Germany
$1.35M -$2.93M -25,935 -69%
WWM
333
Western Wealth Management
Colorado
$1.33M +$1.33M +11,860 New
EPP
334
ETF Portfolio Partners
Kansas
$1.32M +$1.32M +11,715 New
KFC
335
Klingenstein Fields & Co
New York
$1.32M -$55.8K -495 -4%
Legal & General Group
336
Legal & General Group
United Kingdom
$1.3M -$2.87M -25,475 -69%
MA
337
Mutual Advisors
Nebraska
$1.28M -$183K -1,619 -13%
SAMC
338
Spectrum Asset Management (Connecticut)
Connecticut
$1.26M +$1.26M +11,203 New
GIP
339
Greatmark Investment Partners
Georgia
$1.26M – – –
GVAG
340
Great Valley Advisor Group
Delaware
$1.25M +$1.25M +14,565 New
APP
341
Avantax Planning Partners
Iowa
$1.24M -$893K -7,912 -42%
SCP
342
Seizert Capital Partners
Michigan
$1.24M +$62.8K +557 +5%
KLCM
343
KG&L Capital Management
Louisiana
$1.23M +$1.23M +10,949 New
AT
344
Arden Trust
Delaware
$1.23M +$701K +6,216 +132%
CM
345
Cornerstone Management
Georgia
$1.22M +$54.3K +481 +5%
LG
346
Leuthold Group
Minnesota
$1.22M -$37.2K -330 -3%
TIA
347
Tiemann Investment Advisors
California
$1.21M -$97.1K -860 -7%
LWANC
348
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.19M +$1.19M +10,534 New
CNB
349
Camden National Bank
Maine
$1.18M -$44.6K -395 -4%
IC
350
Inscription Capital
Texas
$1.18M +$1.18M +10,473 New
12 13
14
15 16