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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 %
WB
401
WesBanco Bank
West Virginia
$814K -$49.1K -435 -6%
AWA
402
Arete Wealth Advisors
Illinois
$814K +$11.7K +104 +1%
BHWM
403
Bay Harbor Wealth Management
Maryland
$811K +$811K +7,184 New
CAMG
404
CWA Asset Management Group
Florida
$804K +$35.1K +311 +5%
PA
405
Pinnacle Associates
New York
$802K -$288K -2,551 -26%
VAM
406
Verity Asset Management
North Carolina
$784K -$36.7K -325 -4%
1SB
407
1ST Source Bank
Indiana
$783K -$5.87K -52 -0.7%
WPSG
408
Wealth & Pension Services Group
Georgia
$780K +$780K +6,915 New
JCM
409
Jacobi Capital Management
Pennsylvania
$779K -$5.98K -53 -0.8%
PCM
410
Parsons Capital Management
Rhode Island
$767K -$31.2K -276 -4%
NAM
411
NTV Asset Management
West Virginia
$764K – – –
LS
412
Lattice Strategies
Pennsylvania
$762K -$947K -8,387 -55%
TAM
413
Tyers Asset Management
Texas
$755K -$77K -682 -9%
CA
414
Calton & Associates
Florida
$748K +$279K +2,476 +60%
ED
415
Exane Derivatives
France
$744K +$575K +5,100 +340%
FPS
416
Fieldpoint Private Securities
Connecticut
$729K -$15.7K -139 -2%
WB
417
Webster Bank
Connecticut
$724K -$439K -3,889 -38%
CCM
418
Context Capital Management
California
$722K -$2.37M -21,000 -77%
GEA
419
Glen Eagle Advisors
New Jersey
$720K +$16.7K +148 +2%
HTC
420
Haverford Trust Company
Pennsylvania
$720K – – –
MAP
421
Milestone Advisory Partners
North Carolina
$716K – – –
GRP
422
Global Retirement Partners
California
$709K -$45.3K -402 -6%
EWF
423
Epstein & White Financial
California
$707K -$6.69M -59,142 -90%
SAM
424
Shamrock Asset Management
Texas
$703K -$26.4K -234 -4%
PPSG
425
Princeton Portfolio Strategies Group
New Jersey
$700K +$217K +1,921 +45%
15 16
17
18 19