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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 %
BS
476
Boenning & Scattergood
Pennsylvania
$384K – – –
1WA
477
180 Wealth Advisors
Washington
$384K +$11.3K +98 +3%
SBIA
478
Sheaff Brock Investment Advisors
Indiana
$380K +$459 +4 +0.1%
TWM
479
Torch Wealth Management
Ohio
$375K -$2.88K -25 -0.8%
EWM
480
Edge Wealth Management
New York
$374K – – –
SFWA
481
Summit Financial Wealth Advisors
Louisiana
$357K -$21.7K -192 -6%
EIA
482
Eldridge Investment Advisors
New Hampshire
$355K – – –
HCM
483
Hilton Capital Management
New York
$353K -$352K -3,071 Closed
FCCM
484
First City Capital Management
Georgia
$352K – – –
MWP
485
Moller Wealth Partners
$349K – – –
AAC
486
Acorn Advisory Capital
New York
$345K – – –
JAM
487
JCIC Asset Management
Ontario, Canada
$345K +$59.8K +520 +21%
PCM
488
Peak Capital Management
Colorado
$344K +$3.27K +29 +1%
AA
489
Ancora Advisors
Ohio
$339K -$20.2K -176 -6%
TWM
490
Titus Wealth Management
California
$339K +$339K +2,950 New
TMC
491
Trellus Management Company
Florida
$338K – – –
SGS
492
Sterling Global Strategies
California
$338K +$4.14K +36 +1%
JIP
493
Jaffetilchin Investment Partners
Florida
$332K +$18.8K +163 +6%
PIA
494
Pinion Investment Advisors
Kansas
$331K +$20.2K +176 +7%
CGH
495
Crossmark Global Holdings
Texas
$329K – – –
TNBTD
496
Trustmark National Bank Trust Department
Mississippi
$327K -$14K -122 -4%
CCM
497
Covington Capital Management
California
$327K -$344 -3 -0.1%
DC
498
Davenport & Co
Virginia
$325K +$325K +2,832 New
KF
499
Krilogy Financial
Missouri
$323K +$8.63K +75 +3%
HL
500
HeadInvest LLC
Maine
$322K +$19.5K +170 +6%
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