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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 %
PWW
426
Pettyjohn Wood & White
Virginia
$698K – – –
LFS
427
Lutz Financial Services
Nebraska
$689K -$65.1K -577 -9%
GCA
428
Gradient Capital Advisors
California
$686K -$6.1K -54 -0.9%
AWMG
429
Alliance Wealth Management Group
New Jersey
$684K +$684K +6,062 New
TYCC
430
Texas Yale Capital Corp
Florida
$674K – – –
NL
431
NWAM LLC
Washington
$671K -$19.1K -169 -3%
BS
432
Banco Santander
Spain
$666K -$803K -7,140 -55%
CHC
433
City Holding Co
West Virginia
$653K +$22.6K +200 +4%
ASN
434
Advisory Services Network
Georgia
$639K -$894K -7,937 -58%
HL
435
HeadInvest LLC
Maine
$614K +$298K +2,642 +94%
RCM
436
Riverhead Capital Management
Delaware
$612K -$56.4K -500 -8%
KBFS
437
Kohmann Bosshard Financial Services
Ohio
$602K -$18.5K -164 -3%
PCG
438
Private Capital Group
Connecticut
$599K -$102K -905 -15%
AA
439
Alesco Advisors
New York
$598K -$16.9K -150 -3%
RPG
440
Risk Paradigm Group
Texas
$585K -$16.9K -150 -3%
HIMC
441
Heritage Investors Management Corp
Maryland
$581K – – –
NCM
442
Neumann Capital Management
California
$575K -$23.7K -210 -4%
MWC
443
MKD Wealth Coaches
Michigan
$568K +$568K +5,036 New
EDRIA
444
Edmonds Duncan Registered Investment Advisors
Kansas
$567K -$143K -1,271 -20%
AW
445
ACG Wealth
Georgia
$567K -$4.4K -39 -0.8%
WS
446
Wedbush Securities
California
$565K -$147K -1,306 -21%
IHL
447
Investment House LLC
California
$565K -$90.8K -805 -14%
FFA
448
Fragasso Financial Advisors
Pennsylvania
$564K +$253K +2,242 +81%
WSFS
449
Wilmington Savings Fund Society
Delaware
$562K -$30K -266 -5%
WT
450
Whittier Trust
California
$561K -$70.4K -624 -11%
16 17
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