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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

775 hedge funds and large institutions have $27B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 254 increasing their positions, 298 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+26
Holders Change %
+3.47%
% of All Funds
16.8%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.8%
New
104
Increased
254
Reduced
298
Closed
68
Calls
$639M
Puts
$1.52B
Net Calls
-$883M
Net Calls Change
-$104M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$773M
2
CC
CQS Cayman
Cayman Islands
+$665M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$630M
4
Morgan Stanley
Morgan Stanley
New York
+$335M
5
Wells Fargo
Wells Fargo
California
+$215M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$493M
2
Bank of America
Bank of America
North Carolina
-$450M
3
AIMU
Allianz Investment Management US
Minnesota
-$383M
4
CI
Cigna Investments
Connecticut
-$377M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$375M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
476
Ballew Advisors
Mississippi
$532K -$42.3K -355 -7%
BAM
477
Berkshire Asset Management
Pennsylvania
$531K +$119 +1 +0%
CIM
478
Confluence Investment Management
Missouri
$531K +$531K +4,459 New
PAM
479
Palisade Asset Management
Minnesota
$528K – – –
BWCS
480
Beirne Wealth Consulting Services
Connecticut
$523K -$40.5K -340 -7%
CAG
481
Crestwood Advisors Group
Massachusetts
$521K – – –
OIA
482
Optimum Investment Advisors
Illinois
$520K -$7.78M -65,427 -94%
HR
483
Hayden Royal
North Carolina
$519K +$144K +1,206 +38%
HWA
484
HCR Wealth Advisors
California
$519K +$214K +3,123 +70%
TL
485
TrueWealth LLC
Georgia
$508K – – –
SWA
486
Sutton Wealth Advisors
Florida
$501K -$34.2K -287 -6%
LA
487
Legacy Advisors
Pennsylvania
$494K +$241K +2,029 +96%
RCG
488
Ruggie Capital Group
Florida
$489K -$2.11M -17,701 -81%
AIC
489
Ameritas Investment Company
Nebraska
$489K +$489K +4,107 New
AWE
490
Avidian Wealth Enterprises
Texas
$488K -$5.65M -47,464 -92%
CA
491
Calton & Associates
Florida
$488K -$301K -2,528 -38%
CIAS
492
Capital Investment Advisory Services
North Carolina
$478K – – –
DA
493
DSC Advisors
Illinois
$476K -$988K -8,300 -67%
SG
494
StoneX Group
New York
$475K +$20.5K +172 +5%
TFGT
495
TS Financial Group (TSFG)
Illinois
$468K +$468K +3,930 New
SBWM
496
Sunflower Bank Wealth Management
Arizona
$466K -$20.2K -170 -4%
BPC
497
Banque Pictet & Cie
Switzerland
$465K – – –
FHA
498
Flagship Harbor Advisors
Massachusetts
$464K -$8.44K -71 -2%
MWM
499
Mission Wealth Management
California
$463K -$4.41K -37 -0.9%
HIS
500
Harvest Investment Services
Illinois
$462K +$462K +3,908 New
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