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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

831 hedge funds and large institutions have $29.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 299 increasing their positions, 321 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+20
Holders Change %
+2.47%
% of All Funds
18.25%
Holding in Top 10
97
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.43%
% of All Funds
2.13%
New
81
Increased
299
Reduced
321
Closed
57
Calls
$607M
Puts
$2.21B
Net Calls
-$1.6B
Net Calls Change
-$482M

Top Buyers

1
AIMU
Allianz Investment Management US
Minnesota
+$612M
2
Victory Capital Management
Victory Capital Management
Texas
+$316M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$315M
4
SG Americas Securities
SG Americas Securities
New York
+$283M
5
IG
ING Group
Netherlands
+$255M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$1.13B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1B
3
PP
Prudential plc
United Kingdom
-$888M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$645M
5
Barclays
Barclays
United Kingdom
-$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
326
Cornerstone Management
Georgia
$2.1M +$329K +2,581 +19%
SSWM
327
Sheets Smith Wealth Management
North Carolina
$2.08M -$41.4K -325 -2%
WB
328
WesBanco Bank
West Virginia
$2.07M +$307K +2,412 +17%
SFS
329
Sowell Financial Services
Arkansas
$2.04M +$2.04M +16,009 New
LFAS
330
Level Four Advisory Services
Texas
$2.03M -$340K -2,670 -14%
WMA
331
Wealth Management Associates
New Jersey
$2.02M +$22.1K +173 +1%
Kovitz Investment Group Partners
332
Kovitz Investment Group Partners
Illinois
$2M -$78.5K -616 -4%
ACP
333
Ashfield Capital Partners
California
$1.99M +$1.99M +15,600 New
RSWM
334
Robertson Stephens Wealth Management
California
$1.98M -$3.64M -28,566 -65%
HB
335
Homrich & Berg
Georgia
$1.98M -$1.75M -13,765 -47%
CA
336
Cambridge Advisors
Nebraska
$1.96M – – –
EVM
337
Eaton Vance Management
Massachusetts
$1.96M -$60.8K -477 -3%
PWG
338
Private Wealth Group
Florida
$1.95M -$2.93K -23 -0.2%
DCM
339
Donaldson Capital Management
Indiana
$1.9M +$1.9M +14,876 New
CAM
340
Concorde Asset Management
Michigan
$1.89M -$249K -1,954 -12%
NR
341
Newfound Research
Massachusetts
$1.88M -$173K -1,357 -8%
MSAM
342
Moloney Securities Asset Management
Missouri
$1.87M +$1.45M +11,381 +344%
AIP
343
Almanack Investment Partners
Pennsylvania
$1.86M +$60.4K +474 +3%
OC
344
Oppenheimer & Co
New York
$1.84M -$741K -5,813 -29%
HW
345
Hancock Whitney
Mississippi
$1.82M +$364K +2,855 +25%
KC
346
Kingfisher Capital
North Carolina
$1.8M +$61.2K +480 +4%
TW
347
TrinityPoint Wealth
Connecticut
$1.8M +$44.8K +353 +3%
VC
348
Vicus Capital
Pennsylvania
$1.77M +$328K +2,572 +23%
Simplex Trading
349
Simplex Trading
Illinois
$1.76M -$929K -7,285 -34%
KLCM
350
KG&L Capital Management
Louisiana
$1.75M +$257K +2,018 +17%
12 13
14
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