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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 %
EWM
476
Executive Wealth Management
Michigan
$746K -$124K -970 -14%
CG
477
Colony Group
Massachusetts
$744K +$97.8K +767 +15%
LWAC
478
Laurel Wealth Advisors (California)
California
$738K +$4.33K +34 +0.6%
SWRP
479
Summit Wealth & Retirement Planning
California
$738K +$15.9K +125 +2%
CHC
480
City Holding Co
West Virginia
$737K – – –
CFB
481
Cullen/Frost Bankers
Texas
$737K +$305K +2,392 +71%
BI
482
Ballast Inc
Kentucky
$729K -$9.04K -71 -1%
WP
483
WealthShield Partners
North Carolina
$728K -$332K -2,603 -31%
TWM
484
Titus Wealth Management
California
$723K +$723K +5,669 New
AIC
485
Archer Investment Corporation
Indiana
$704K +$20.8K +163 +3%
BHWM
486
Bay Harbor Wealth Management
Maryland
$701K -$804K -6,302 -53%
Asset Management One
487
Asset Management One
Japan
$701K -$144K -1,130 -17%
RCM
488
Riverhead Capital Management
Delaware
$692K – – –
GIA
489
Gladstone Institutional Advisory
Florida
$691K +$250K +1,960 +57%
CMI
490
Clare Market Investments
Texas
$687K +$165K +1,295 +32%
SIA
491
Strategic Investment Advisors
Michigan
$686K -$1.15K -9 -0.2%
ATPW
492
Ashton Thomas Private Wealth
Arizona
$686K -$3.43M -26,876 -83%
Wellington Management Group
493
Wellington Management Group
Massachusetts
$676K -$87.7M -687,800 -99%
AA
494
Alesco Advisors
New York
$676K -$7.53K -59 -1%
CBFP
495
Cedar Brook Financial Partners
Ohio
$672K +$16.8K +132 +3%
FPCG
496
Fort Pitt Capital Group
Pennsylvania
$671K +$255 +2 +0%
HWA
497
HCR Wealth Advisors
California
$671K +$97.6K +765 +17%
SAM
498
Shamrock Asset Management
Texas
$659K -$282K -2,212 -30%
WB
499
Webster Bank
Connecticut
$659K – – –
WSTAM
500
Wilbanks Smith & Thomas Asset Management
Virginia
$657K -$6.38K -50 -1%
18 19
20
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