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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 %
CIAS
476
Capital Investment Advisory Services
North Carolina
$453K -$3.05K -27 -0.7%
OCM
477
Oakwood Capital Management
California
$449K +$31K +275 +7%
FHA
478
Flagship Harbor Advisors
Massachusetts
$448K -$1.3M -11,551 -74%
MWM
479
Mission Wealth Management
California
$443K -$14.2K -126 -3%
OAM
480
Occidental Asset Management
California
$442K +$33.1K +294 +8%
BPC
481
Banque Pictet & Cie
Switzerland
$441K +$9.71K +86 +2%
SBL
482
Sargent Bickham Lagudis
Colorado
$440K -$125K -1,109 -22%
MIFH
483
Migdal Insurance & Financial Holdings
Israel
$437K -$7.5M -66,519 -94%
SG
484
StoneX Group
New York
$431K +$30.1K +267 +8%
ICM
485
IMS Capital Management
Oregon
$429K +$429K +3,800 New
LPIC
486
LeJeune Puetz Investment Counsel
Michigan
$427K -$339 -3 -0.1%
NSIM
487
North Star Investment Management
Illinois
$425K -$517K -4,586 -55%
FRA
488
Front Row Advisors
California
$422K -$7.89K -70 -2%
PVWM
489
Point View Wealth Management
New Jersey
$421K -$70.9K -628 -14%
QAM
490
Questar Asset Management
Minnesota
$413K +$413K +3,659 New
GWA
491
Guidant Wealth Advisors
Illinois
$413K +$413K +3,669 New
ACM
492
Ashford Capital Management
Delaware
$411K -$484K -4,288 -54%
MWM
493
MinichMacGregor Wealth Management
New York
$406K +$406K +3,345 New
AMIM
494
Aull & Monroe Investment Management
Alabama
$404K -$22.6K -200 -5%
CC
495
Cognios Capital
Kansas
$402K -$32.6K -289 -7%
AAS
496
Annex Advisory Services
Wisconsin
$399K -$161K -1,425 -29%
DWM
497
Darwin Wealth Management
Florida
$397K -$192K -1,717 -33%
BAS
498
Brown Advisory Securities
Maryland
$395K -$83.7K -738 -17%
BAAM
499
Baker Avenue Asset Management
California
$395K – – –
DBIA
500
Dumont & Blake Investment Advisors
New Jersey
$393K – – –
18 19
20
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