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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 %
RCG
526
Ruggie Capital Group
Florida
$289K +$126K +1,098 +77%
TC
527
Truvestments Capital
Florida
$288K -$5.75K -50 -2%
PFBT
528
Parkside Financial Bank & Trust
Missouri
$287K – – –
JC
529
Jentner Corp
Ohio
$287K – – –
EWA
530
EP Wealth Advisors
California
$284K +$284K +2,474 New
FHA
531
First Horizon Advisors
Tennessee
$280K -$54.1K -471 -16%
FAM
532
Fenimore Asset Management
New York
$277K +$1.49K +13 +0.5%
HR
533
Howe & Rusling
New York
$276K +$1.15K +10 +0.4%
SYBT
534
Stock Yards Bank & Trust
Kentucky
$265K +$18.8K +164 +8%
BCA
535
Bernzott Capital Advisors
California
$264K – – –
Koshinski Asset Management
536
Koshinski Asset Management
Illinois
$262K +$58.5K +509 +29%
AFP
537
Ausdal Financial Partners
Iowa
$261K -$67.1K -583 -20%
WCG
538
Wall Capital Group
Arizona
$261K – – –
CWS
539
Cypress Wealth Services
California
$257K +$921 +8 +0.4%
FHC
540
First Heartland Consultants
Missouri
$252K -$213K -1,853 -46%
LNC
541
Lincoln National Corp
Pennsylvania
$252K +$7.7K +67 +3%
NCM
542
Narwhal Capital Management
Georgia
$250K – – –
FDCDDQ
543
Federation des caisses Desjardins du Quebec
Quebec, Canada
$249K – – –
RC
544
Roundview Capital
New Jersey
$247K – – –
BO
545
Bank OZK
Arkansas
$240K -$34.9K -304 -13%
VIA
546
Vantage Investment Advisors
Pennsylvania
$240K +$104K +1,583 +76%
KA
547
Kovack Advisors
Florida
$239K +$6.66K +58 +3%
SMC
548
Smith, Moore & Co
Missouri
$238K +$12.6K +110 +6%
AFNAS
549
American Financial Network Advisory Services
California
$238K +$236K +2,060 +14,714%
OFW
550
Omnia Family Wealth
Florida
$237K – – –
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