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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 %
FEM
501
Fulcrum Equity Management
Texas
$393K +$393K +3,483 New
CFB
502
Cullen/Frost Bankers
Texas
$390K – – –
VF
503
Virtu Financial
New York
$390K +$390K +3,458 New
LWAC
504
Laurel Wealth Advisors (California)
California
$386K -$169K -1,504 -30%
JCM
505
Jag Capital Management
Missouri
$385K -$54.3K -481 -12%
RMC
506
Regis Management Company
California
$384K -$2.41M -21,365 -86%
1WA
507
180 Wealth Advisors
Washington
$384K – – –
TMC
508
Trellus Management Company
Florida
$382K +$50.5K +448 +15%
GPWA
509
Great Point Wealth Advisors
Massachusetts
$381K +$381K +3,379 New
BS
510
Boenning & Scattergood
Pennsylvania
$377K – – –
SBIA
511
Sheaff Brock Investment Advisors
Indiana
$374K +$677 +6 +0.2%
HIS
512
Horizon Investment Services
Indiana
$373K -$4.62K -41 -1%
BHB
513
Bank Hapoalim BM
Israel
$368K – – –
DC
514
Davenport & Co
Virginia
$360K +$40.6K +360 +13%
CFG
515
Cooper Financial Group
California
$359K +$359K +3,185 New
HR
516
Hayden Royal
North Carolina
$356K +$356K +3,152 New
JAM
517
JCIC Asset Management
Ontario, Canada
$352K +$13.5K +120 +4%
AWM
518
Alterna Wealth Management
Texas
$349K +$349K +3,093 New
PCM
519
Peak Capital Management
Colorado
$347K +$2.59K +23 +0.8%
RC
520
Roundview Capital
New Jersey
$347K +$105K +935 +44%
FCCM
521
First City Capital Management
Georgia
$346K – – –
MWP
522
Moller Wealth Partners
$344K – – –
CIA
523
Choate Investment Advisors
Massachusetts
$342K +$342K +3,029 New
PI
524
Pathlight Investors
Arizona
$339K +$339K +2,974 New
JIP
525
Jaffetilchin Investment Partners
Florida
$336K +$10.1K +89 +3%
19 20
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