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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

811 hedge funds and large institutions have $31.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 325 increasing their positions, 275 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+36
Holders Change %
+4.65%
% of All Funds
17.64%
Holding in Top 10
92
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.84%
% of All Funds
2%
New
102
Increased
325
Reduced
275
Closed
54
Calls
$730M
Puts
$1.85B
Net Calls
-$1.12B
Net Calls Change
-$236M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$1B
2
Barclays
Barclays
United Kingdom
+$818M
3
Bank of America
Bank of America
North Carolina
+$744M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$432M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$383M

Top Sellers

1
BlackRock
BlackRock
New York
-$772M
2
CC
CQS Cayman
Cayman Islands
-$347M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$283M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
-$235M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
501
Hayden Royal
North Carolina
$601K +$62.3K +504 +12%
CIBC World Market
502
CIBC World Market
Ontario, Canada
$591K -$6.23M -50,092 -91%
RFWA
503
RPg Family Wealth Advisory
Massachusetts
$590K -$19.3K -155 -3%
WT
504
Whittier Trust
California
$589K -$104K -840 -15%
V
505
VeraBank
Texas
$575K – – –
HWA
506
HCR Wealth Advisors
California
$559K -$382K -3,076 -41%
TF
507
Tompkins Financial
New York
$558K +$558K +4,486 New
CAG
508
Crestwood Advisors Group
Massachusetts
$557K +$12.2K +98 +2%
RC
509
Roundview Capital
New Jersey
$556K +$168K +1,350 +43%
PAM
510
Palisade Asset Management
Minnesota
$555K +$3.73K +30 +0.7%
CIM
511
Confluence Investment Management
Missouri
$553K -$1.24K -10 -0.2%
Walleye Trading
512
Walleye Trading
New York
$553K +$553K +4,450 New
BA
513
Ballew Advisors
Mississippi
$552K +$1.23K +10 +0.2%
Koshinski Asset Management
514
Koshinski Asset Management
Illinois
$548K -$167K -1,345 -23%
SWA
515
Sutton Wealth Advisors
Florida
$547K +$23.6K +190 +5%
CF
516
Centaurus Financial
California
$542K +$524K +4,210 +2,884%
TL
517
TrueWealth LLC
Georgia
$530K – – –
EWF
518
Epstein & White Financial
California
$522K -$157K -1,270 -23%
LPIC
519
LeJeune Puetz Investment Counsel
Michigan
$521K +$50K +402 +11%
TPCM
520
Three Peaks Capital Management
Colorado
$519K +$519K +4,175 New
Fiera Capital (Canada)
521
Fiera Capital (Canada)
Quebec, Canada
$517K -$404K -3,251 -44%
SFG
522
Summit Financial Group
West Virginia
$512K +$512K +4,115 New
CMI
523
Clare Market Investments
Texas
$509K -$449K -3,614 -47%
CA
524
Calton & Associates
Florida
$501K -$8.96K -72 -2%
FTIOP
525
Fiduciary Trust International of Pennsylvania
Pennsylvania
$500K +$500K +4,018 New
19 20
21
22 23