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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
+$1.15B
2
Goldman Sachs
Goldman Sachs
New York
+$882M
3
DILIC
Dai-ichi Life Insurance Company
Japan
+$521M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$300M
5
AIMU
Allianz Investment Management US
Minnesota
+$245M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$568M
2
TA
Teachers Advisors
New York
-$275M
3
BlackRock
BlackRock
New York
-$200M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
426
Darwin Wealth Management
Florida
$575K -$68.3K -626 -11%
AAS
427
Annex Advisory Services
Wisconsin
$570K +$570K +4,960 New
LWAC
428
Laurel Wealth Advisors (California)
California
$566K -$20K -174 -3%
Federated Hermes
429
Federated Hermes
Pennsylvania
$564K +$4.6K +40 +0.8%
WIC
430
Woodmont Investment Counsel
Tennessee
$559K -$44.2K -385 -7%
MCM
431
Maryland Capital Management
Maryland
$548K +$20K +174 +4%
TA
432
Townsend & Associates
Colorado
$547K +$124K +1,077 +29%
MSAM
433
Moloney Securities Asset Management
Missouri
$542K -$64K -557 -11%
BA
434
Ballew Advisors
Mississippi
$540K -$27.1K -240 -5%
AT
435
Arden Trust
Delaware
$540K +$540K +4,694 New
PAM
436
Palisade Asset Management
Minnesota
$534K -$89K -775 -14%
TL
437
TrueWealth LLC
Georgia
$503K -$7.93K -69 -2%
CAG
438
Crestwood Advisors Group
Massachusetts
$503K +$24.7K +215 +5%
PVWM
439
Point View Wealth Management
New Jersey
$501K -$16.2K -141 -3%
AB
440
AT Bancorp
Iowa
$493K – – –
FNT
441
First National Trust
Pennsylvania
$492K -$127K -1,106 -21%
HWA
442
HCR Wealth Advisors
California
$492K -$4.51K -40 -0.9%
PPSG
443
Princeton Portfolio Strategies Group
New Jersey
$492K +$194K +1,687 +65%
BMM
444
Berkshire Money Management
Massachusetts
$490K -$45.6K -397 -9%
CG
445
Colony Group
Massachusetts
$488K -$1.15K -10 -0.2%
BAS
446
Brown Advisory Securities
Maryland
$485K -$18.7K -163 -4%
OFG
447
OmniStar Financial Group
North Carolina
$481K +$186K +1,614 +63%
CA
448
Calton & Associates
Florida
$477K -$141K -1,223 -23%
SBWM
449
Sunflower Bank Wealth Management
Arizona
$470K – – –
MWM
450
Mission Wealth Management
California
$466K -$8.05K -70 -2%
16 17
18
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