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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

831 hedge funds and large institutions have $29.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 299 increasing their positions, 321 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+20
Holders Change %
+2.47%
% of All Funds
18.25%
Holding in Top 10
97
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.43%
% of All Funds
2.13%
New
81
Increased
299
Reduced
321
Closed
57
Calls
$607M
Puts
$2.21B
Net Calls
-$1.6B
Net Calls Change
-$482M

Top Buyers

1
AIMU
Allianz Investment Management US
Minnesota
+$612M
2
Victory Capital Management
Victory Capital Management
Texas
+$316M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$315M
4
SG Americas Securities
SG Americas Securities
New York
+$283M
5
IG
ING Group
Netherlands
+$255M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$1.13B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1B
3
PP
Prudential plc
United Kingdom
-$888M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$645M
5
Barclays
Barclays
United Kingdom
-$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
426
Jacobi Capital Management
Pennsylvania
$1.07M +$59.9K +470 +6%
TA
427
TFG Advisers
Michigan
$1.07M +$13.6K +107 +1%
PPP
428
Private Portfolio Partners
New Jersey
$1.07M -$581K -4,554 -35%
OC
429
Oarsman Capital
Wisconsin
$1.06M -$50.5K -396 -5%
PCM
430
Palouse Capital Management
Washington
$1.06M -$5.99K -47 -0.6%
SC
431
Slow Capital
California
$1.05M +$85.5K +671 +9%
CGFA
432
Colton Groome Financial Advisors
North Carolina
$1.05M -$11.3K -90 -1%
EWM
433
Evercore Wealth Management
New York
$1.04M -$41K -322 -4%
NCM
434
Neumann Capital Management
California
$1.04M +$168K +1,315 +19%
I
435
IberiaBank
Louisiana
$1.04M -$296K -2,325 -22%
AFC
436
AFT Forsyth & Company
Florida
$1.03M -$76.5K -600 -7%
MAP
437
Milestone Advisory Partners
North Carolina
$1.03M – – –
AAA
438
Adams Asset Advisors
Texas
$1.02M -$27.3K -214 -3%
FFBTD
439
First Financial Bank - Trust Division
Ohio
$1.02M -$48.7K -382 -5%
SCG
440
Sonata Capital Group
Washington
$1.02M -$45.9K -360 -4%
SBH
441
Segall Bryant & Hamill
Illinois
$1.01M -$30.5K -240 -3%
WIA
442
Wealthstreet Investment Advisors
Texas
$998K -$1.14M -9,042 -53%
WC
443
Wexford Capital
Florida
$994K +$994K +7,801 New
SW
444
SVB Wealth
Massachusetts
$991K +$101K +796 +11%
BWM
445
BerganKDV Wealth Management
Minnesota
$944K -$188K -1,475 -17%
CIBC World Market
446
CIBC World Market
Ontario, Canada
$943K +$337K +2,639 +55%
WAM
447
Wealthspire Advisors (Maryland)
Maryland
$935K -$48.7K -382 -5%
PFG
448
Piershale Financial Group
Illinois
$931K -$133K -1,043 -13%
1SB
449
1ST Source Bank
Indiana
$930K -$9.56K -75 -1%
LP
450
LGL Partners
Pennsylvania
$925K -$127 -1 -0%
16 17
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