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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 %
JIC
551
Joel Isaacson & Co
New York
$236K – – –
CC
552
Courier Capital
New York
$232K – – –
LA
553
Legacy Advisors
Pennsylvania
$230K – – –
GTAM
554
Global Trust Asset Management
Florida
$230K – – –
TNB
555
Thomasville National Bank
Georgia
$224K -$85.6K -744 -28%
AWM
556
Altavista Wealth Management
North Carolina
$224K -$66.1K -574 -23%
OIA
557
OneDigital Investment Advisors
Kansas
$223K +$57.4K +500 +35%
ACM
558
AlphaStar Capital Management
North Carolina
$223K +$223K +2,544 New
IIA
559
IPG Investment Advisors
California
$222K – – –
CB
560
Community Bank
New York
$217K – – –
SAS
561
Sage Advisory Services
Texas
$217K +$217K +1,884 New
CC
562
Cadinha & Co
Hawaii
$216K -$78.5K -683 -27%
CWM
563
Cahaba Wealth Management
Georgia
$215K +$1.25K +11 +0.6%
LTI
564
Laffer Tengler Investments
Tennessee
$213K -$4.25K -37 -2%
WAP
565
Wealthcare Advisory Partners
Pennsylvania
$213K -$3.1K -27 -1%
KJWM
566
Kiley Juergens Wealth Management
Washington
$213K – – –
EWM
567
Empirical Wealth Management
Washington
$213K +$10.7K +93 +5%
CWM
568
Calamos Wealth Management
Illinois
$212K -$91.9K -800 -30%
GC
569
Grimes & Company
Massachusetts
$211K +$211K +1,835 New
CIC
570
Carnegie Investment Counsel
Ohio
$206K +$206K +1,841 New
FF
571
Fluent Financial
Texas
$202K -$17.2K -150 -8%
NCM
572
New Capital Management
Texas
$200K +$1.73K +15 +0.9%
CPIG
573
Chicago Partners Investment Group
Illinois
$191K – – –
NFG
574
Next Financial Group
Texas
$183K -$378K -3,281 -67%
WTC
575
WhitTier Trust Company
Nevada
$182K -$10K -87 -5%
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