LQD icon

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 %
VC
351
Vicus Capital
Pennsylvania
$1.18M -$105K -931 -8%
I
352
IberiaBank
Louisiana
$1.18M +$182K +1,614 +18%
NA
353
Neuburgh Advisers
California
$1.17M -$119K -1,054 -9%
SBH
354
Segall Bryant & Hamill
Illinois
$1.16M -$17.7K -157 -2%
FC
355
FCA Corp
Texas
$1.16M -$472K -4,179 -29%
PCA
356
Providence Capital Advisors
North Carolina
$1.15M -$63.9K -566 -5%
TW
357
TrinityPoint Wealth
Connecticut
$1.14M +$1.14M +10,110 New
BAM
358
Belpointe Asset Management
Nevada
$1.14M -$911K -8,072 -45%
DI
359
DFPG Investments
Utah
$1.13M +$1.13M +10,031 New
SSWM
360
Smith Salley Wealth Management
North Carolina
$1.12M -$108K -954 -9%
LNB
361
Ledyard National Bank
$1.11M – – –
Federated Hermes
362
Federated Hermes
Pennsylvania
$1.11M +$558K +4,950 +101%
FSC
363
Full Sail Capital
Oklahoma
$1.1M +$1.1M +9,762 New
MHS
364
M Holdings Securities
Oregon
$1.08M -$46.3K -410 -4%
EWM
365
Executive Wealth Management
Michigan
$1.07M +$1.07M +9,462 New
LWM
366
Liberty Wealth Management
California
$1.07M +$1.07M +9,459 New
PWM
367
Patriot Wealth Management
Texas
$1.05M +$11.4K +101 +1%
FWP
368
FAS Wealth Partners
Kansas
$1.04M -$23.9K -212 -2%
G
369
Gainplan
Michigan
$1.04M -$451K -3,995 -30%
EAM
370
Eukles Asset Management
Ohio
$1.03M +$1.03M +9,108 New
OC
371
Oarsman Capital
Wisconsin
$1.03M -$34.1K -302 -3%
FFBTD
372
First Financial Bank - Trust Division
Ohio
$1.01M -$119K -1,052 -11%
WAM
373
Wealthspire Advisors (Maryland)
Maryland
$1M +$35.6K +315 +4%
CHAM
374
Clear Harbor Asset Management
Connecticut
$1M – – –
PCM
375
Palouse Capital Management
Washington
$997K -$190K -1,687 -16%
13 14
15
16 17