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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
+$445M
3
Ameriprise
Ameriprise
Minnesota
+$270M
4
CC
CQS Cayman
Cayman Islands
+$138M
5
SG Americas Securities
SG Americas Securities
New York
+$124M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$828M
2
Goldman Sachs
Goldman Sachs
New York
-$722M
3
DILIC
Dai-ichi Life Insurance Company
Japan
-$434M
4
Bank of America
Bank of America
North Carolina
-$391M
5
CWM
Cornerstone Wealth Management
Missouri
-$359M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
376
Virtus Investment Advisers
Connecticut
$993K – – –
BWM
377
BerganKDV Wealth Management
Minnesota
$991K -$40.9K -363 -4%
AFC
378
AFT Forsyth & Company
Florida
$982K -$22.6K -200 -2%
WP
379
WealthShield Partners
North Carolina
$980K +$280K +2,479 +40%
FCM
380
Flinton Capital Management
Pennsylvania
$960K -$97.9K -868 -9%
GA
381
Greytown Advisors
Florida
$959K – – –
ECM
382
Evergreen Capital Management
Washington
$958K -$15.8M -140,064 -94%
SCG
383
Sonata Capital Group
Washington
$951K -$214K -1,900 -18%
WSTAM
384
Wilbanks Smith & Thomas Asset Management
Virginia
$942K +$53.8K +477 +6%
Fiera Capital (Canada)
385
Fiera Capital (Canada)
Quebec, Canada
$933K -$99.8K -885 -10%
FCA
386
FinTrust Capital Advisors
South Carolina
$928K +$928K +8,221 New
LP
387
LGL Partners
Pennsylvania
$911K – – –
HF
388
HRT Financial
New York
$908K +$908K +8,049 New
TA
389
TFG Advisers
Michigan
$908K +$908K +8,056 New
FPCG
390
Fort Pitt Capital Group
Pennsylvania
$903K +$240K +2,123 +36%
FIA
391
FNY Investment Advisers
New York
$902K +$902K +8,000 New
DAS
392
Dynamic Advisor Solutions
Arizona
$901K +$210K +1,825 +30%
AWM
393
AE Wealth Management
Kansas
$885K -$239K -2,119 -21%
WI
394
WrapManager Inc
California
$881K -$230K -2,040 -21%
BRWM
395
B. Riley Wealth Management
Tennessee
$875K +$875K +7,757 New
Asset Management One
396
Asset Management One
Japan
$872K -$23.7K -210 -3%
CBFP
397
Cedar Brook Financial Partners
Ohio
$871K +$871K +7,717 New
SWRP
398
Summit Wealth & Retirement Planning
California
$853K +$853K +7,557 New
EWM
399
Evercore Wealth Management
New York
$845K – – –
FNBT
400
FineMark National Bank & Trust
Florida
$841K -$30.5K -270 -3%
14 15
16
17 18