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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

708 hedge funds and large institutions have $26.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 278 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-15
Holders Change %
-2.07%
% of All Funds
16.21%
Holding in Top 10
75
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.94%
% of All Funds
1.72%
New
49
Increased
278
Reduced
256
Closed
59
Calls
$209M
Puts
$1.46B
Net Calls
-$1.25B
Net Calls Change
-$1.14B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.59B
2
Goldman Sachs
Goldman Sachs
New York
$1.11B
3
DILIC
Dai-ichi Life Insurance Company
Japan
$524M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$300M
5
AIMU
Allianz Investment Management US
Minnesota
$888M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.1B
2
TA
Teachers Advisors
New York
$0
3
BlackRock
BlackRock
New York
$1.77B
4
Fisher Asset Management
Fisher Asset Management
Washington
$2.51B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
351
Flinton Capital Management
Pennsylvania
$1.08M – – –
HS
352
Horan Securities
United States
$1.06M -$12.4K -110 -1%
PWM
353
Patriot Wealth Management
Texas
$1.06M -$87.3K -760 -8%
Fiera Capital (Canada)
354
Fiera Capital (Canada)
Quebec, Canada
$1.05M -$56.1K -488 -5%
BWM
355
BerganKDV Wealth Management
Minnesota
$1.05M +$125K +1,085 +13%
KWA
356
KCS Wealth Advisory
California
$1.05M +$789K +6,864 +305%
DWA
357
Divergent Wealth Advisors
Utah
$1.04M +$1.04M +9,182 New
AFC
358
AFT Forsyth & Company
Florida
$1.02M – – –
I
359
IberiaBank
Louisiana
$1.01M +$684K +5,955 +207%
CHAM
360
Clear Harbor Asset Management
Connecticut
$999K +$11.8K +105 +1%
WAM
361
Wealthspire Advisors (Maryland)
Maryland
$986K -$460 -4 -0%
BCI
362
Brinker Capital Investments
Pennsylvania
$986K +$985K +8,573 +107,163%
GA
363
Greytown Advisors
Florida
$977K – – –
NSIM
364
North Star Investment Management
Illinois
$960K -$10.3K -90 -1%
BRF
365
B. Riley Financial
California
$940K -$156K -1,361 -14%
LP
366
LGL Partners
Pennsylvania
$928K – – –
Asset Management One
367
Asset Management One
Japan
$913K -$32.2K -280 -3%
ACM
368
Ashford Capital Management
Delaware
$912K +$912K +7,932 New
SWA
369
Sutton Wealth Advisors
Florida
$909K -$267K -2,325 -23%
WSTAM
370
Wilbanks Smith & Thomas Asset Management
Virginia
$904K +$904K +7,870 New
HA
371
Hays Advisory
Tennessee
$902K +$5.06K +44 +0.6%
MA
372
MCF Advisors
Kentucky
$887K +$321K +2,796 +57%
FNBT
373
FineMark National Bank & Trust
Florida
$887K +$395K +3,440 +80%
WB
374
WesBanco Bank
West Virginia
$880K -$2.03M -17,693 -70%
FTS
375
Fifth Third Securities
Ohio
$878K +$878K +7,646 New
13 14
15
16 17