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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 %
WI
501
Wedgewood Investors
Pennsylvania
$322K +$59.1K +514 +22%
PGFC
502
Peapack-Gladstone Financial Corp
New Jersey
$320K – – –
AG
503
Appleton Group
Wisconsin
$318K -$192K -1,671 -38%
BJ
504
Brouwer & Janachowski
California
$314K – – –
IC
505
Investment Counsel
Michigan
$313K -$11.3K -100 -3%
HIM
506
Hillsdale Investment Management
Ontario, Canada
$310K -$1.71M -14,900 -85%
CBU
507
CIBC Bank USA
Illinois
$310K -$86.1K -750 -22%
BCM
508
Boltwood Capital Management
California
$310K -$23K -200 -7%
WA
509
Winfield Associates
Ohio
$310K +$9.07K +79 +3%
Truist Financial
510
Truist Financial
North Carolina
$310K +$22.2K +193 +8%
DJSG
511
D.J. St. Germain
Massachusetts
$309K -$23K -200 -7%
Luther King Capital Management (LKCM)
512
Luther King Capital Management (LKCM)
Texas
$309K – – –
NDSI
513
Newman Dignan & Sheerar Inc
Rhode Island
$309K +$10.2K +90 +3%
FFA
514
Fragasso Financial Advisors
Pennsylvania
$308K +$308K +2,754 New
FIB
515
First Interstate Bank
Montana
$305K – – –
GIA
516
Granite Investment Advisors
New Hampshire
$302K -$924K -8,035 -75%
RW
517
Rand Wealth
Maryland
$302K – – –
CFA
518
Carroll Financial Associates
North Carolina
$300K -$29.1K -254 -9%
PFS
519
Prospera Financial Services
Texas
$297K -$301K -2,659 -50%
FT
520
Fiduciary Trust
Massachusetts
$295K -$47.9K -417 -14%
CAN
521
Claraphi Advisory Network
United States
$295K +$2.76K +24 +0.9%
BBHC
522
Brown Brothers Harriman & Co
New York
$293K +$285K +2,483 +3,706%
GWM
523
Geneos Wealth Management
Colorado
$292K -$53.4K -466 -15%
MFW
524
Mosaic Family Wealth
Missouri
$291K -$595K -5,304 -67%
SIM
525
Sadoff Investment Management
Wisconsin
$291K – – –
19 20
21
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