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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 %
CP
376
Coho Partners
Pennsylvania
$876K +$77.5K +675 +10%
EWM
377
Evercore Wealth Management
New York
$862K +$179K +1,555 +26%
TAM
378
Tyers Asset Management
Texas
$847K – – –
AF
379
Allworth Financial
California
$841K +$258K +2,248 +44%
GC
380
Garde Capital
Washington
$836K -$1.78M -15,947 -68%
VAM
381
Verity Asset Management
North Carolina
$836K -$202K -1,761 -19%
AAA
382
Adams Asset Advisors
Texas
$818K -$15.6K -136 -2%
AWA
383
Arete Wealth Advisors
Illinois
$817K +$61K +531 +8%
PCM
384
Parsons Capital Management
Rhode Island
$813K +$7.93K +69 +1%
1SB
385
1ST Source Bank
Indiana
$804K +$50K +435 +7%
JCM
386
Jacobi Capital Management
Pennsylvania
$799K -$41.2K -359 -5%
CAMG
387
CWA Asset Management Group
Florida
$783K +$82.9K +721 +12%
NAM
388
NTV Asset Management
West Virginia
$779K -$5.75K -50 -0.7%
GRP
389
Global Retirement Partners
California
$769K +$182K +1,579 +31%
LFS
390
Lutz Financial Services
Nebraska
$768K +$69.8K +607 +10%
FPS
391
Fieldpoint Private Securities
Connecticut
$759K +$419K +3,650 +124%
SAM
392
Shamrock Asset Management
Texas
$743K -$36.6K -319 -5%
HTC
393
Haverford Trust Company
Pennsylvania
$734K – – –
MAP
394
Milestone Advisory Partners
North Carolina
$732K – – –
HIC
395
Holderness Investments Company
North Carolina
$726K -$9.89K -86 -1%
WS
396
Wedbush Securities
California
$725K -$17.9K -156 -2%
EDRIA
397
Edmonds Duncan Registered Investment Advisors
Kansas
$724K -$10.3M -90,062 -93%
GEA
398
Glen Eagle Advisors
New Jersey
$717K +$27K +235 +4%
PCG
399
Private Capital Group
Connecticut
$714K +$414K +3,602 +138%
WP
400
WealthShield Partners
North Carolina
$713K -$162K -1,409 -19%
14 15
16
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