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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 %
TI
526
Truepoint Inc
Ohio
$333K +$333K +2,950 New
PIA
527
Pinion Investment Advisors
Kansas
$331K +$6.32K +56 +2%
SGS
528
Sterling Global Strategies
California
$329K -$2.48K -22 -0.7%
GPA
529
Guidance Point Advisors
Massachusetts
$328K +$328K +2,966 New
SGAM
530
Steinberg Global Asset Management
Florida
$324K +$324K +2,875 New
CGH
531
Crossmark Global Holdings
Texas
$321K -$1.24K -11 -0.4%
DJSG
532
D.J. St. Germain
Massachusetts
$320K +$16.9K +150 +6%
KF
533
Krilogy Financial
Missouri
$316K -$1.02K -9 -0.3%
WI
534
Wedgewood Investors
Pennsylvania
$316K – – –
MCM
535
Maxim Capital Management
California
$315K +$315K +2,790 New
PGFC
536
Peapack-Gladstone Financial Corp
New Jersey
$314K – – –
RAM
537
Riggs Asset Management
Pennsylvania
$314K +$293K +2,593 +1,365%
IC
538
Investment Counsel
Michigan
$313K – – –
FNT
539
First National Trust
Pennsylvania
$310K -$173K -1,536 -36%
CSPIA
540
Cary Street Partners Investment Advisory
Virginia
$309K +$309K +2,744 New
TNBTD
541
Trustmark National Bank Trust Department
Mississippi
$308K -$13.7K -121 -4%
PFS
542
Prospera Financial Services
Texas
$306K +$9.28K +82 +3%
OPA
543
Old Port Advisors
Maine
$306K +$306K +2,674 New
CBU
544
CIBC Bank USA
Illinois
$305K – – –
HIM
545
Hillsdale Investment Management
Ontario, Canada
$305K – – –
WA
546
Winfield Associates
Ohio
$305K – – –
BCM
547
Boltwood Capital Management
California
$304K – – –
BMM
548
Berkshire Money Management
Massachusetts
$303K -$177K -1,572 -37%
BJ
549
Brouwer & Janachowski
California
$300K -$7.9K -70 -3%
FIB
550
First Interstate Bank
Montana
$299K – – –
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