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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 %
BA
451
Ballew Advisors
Mississippi
$561K +$4.77K +41 +0.9%
AAS
452
Avantax Advisory Services
Texas
$550K +$550K +4,877 New
GHCM
453
Glen Harbor Capital Management
California
$549K -$56K -496 -9%
RCAG
454
Rehmann Capital Advisory Group
Michigan
$544K -$141K -1,252 -21%
MSAM
455
Moloney Securities Asset Management
Missouri
$544K +$12.1K +107 +2%
GWCM
456
Godshalk Welsh Capital Management
Pennsylvania
$537K +$537K +4,757 New
BWCS
457
Beirne Wealth Consulting Services
Connecticut
$534K +$534K +4,732 New
WIC
458
Woodmont Investment Counsel
Tennessee
$530K -$18.6K -165 -3%
V
459
VeraBank
Texas
$522K +$522K +4,625 New
HCA
460
Harbour Capital Advisors
Virginia
$519K +$519K +4,600 New
SWA
461
Sutton Wealth Advisors
Florida
$507K -$386K -3,421 -43%
BAM
462
Berkshire Asset Management
Pennsylvania
$503K +$108K +960 +27%
HWA
463
HCR Wealth Advisors
California
$502K +$9.59K +85 +2%
PAM
464
Palisade Asset Management
Minnesota
$500K -$24.6K -218 -5%
CP
465
Coho Partners
Pennsylvania
$499K -$361K -3,200 -42%
OFG
466
OmniStar Financial Group
North Carolina
$496K +$24K +213 +5%
CAG
467
Crestwood Advisors Group
Massachusetts
$494K – – –
AB
468
AT Bancorp
Iowa
$484K – – –
TL
469
TrueWealth LLC
Georgia
$481K -$12.6K -112 -3%
MCM
470
Maryland Capital Management
Maryland
$465K -$73.5K -651 -14%
CG
471
Colony Group
Massachusetts
$462K -$17.1K -152 -4%
SBWM
472
Sunflower Bank Wealth Management
Arizona
$461K – – –
TF
473
Tompkins Financial
New York
$461K +$62.4K +553 +16%
UFF
474
USA Financial Formulas
Michigan
$458K +$458K +3,981 New
MWA
475
MFA Wealth Advisors
Pennsylvania
$454K – – –
17 18
19
20 21