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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 %
SIM
551
Sadoff Investment Management
Wisconsin
$297K +$11.3K +100 +4%
EWA
552
EP Wealth Advisors
California
$294K +$14.6K +129 +5%
BBHC
553
Brown Brothers Harriman & Co
New York
$288K – – –
BCM
554
Bayesian Capital Management
New York
$288K +$288K +2,554 New
CSIC
555
Clifford Swan Investment Counsel
California
$287K -$124K -1,100 -30%
PFBT
556
Parkside Financial Bank & Trust
Missouri
$282K – – –
JC
557
Jentner Corp
Ohio
$282K – – –
CAN
558
Claraphi Advisory Network
United States
$278K -$11.7K -104 -4%
CRC
559
Curi RMB Capital
Illinois
$275K +$275K +2,441 New
MC
560
Moors & Cabot
Massachusetts
$273K -$129K -1,147 -32%
HR
561
Howe & Rusling
New York
$272K +$1.47K +13 +0.5%
CFA
562
Carroll Financial Associates
North Carolina
$263K -$31.9K -283 -11%
MAM
563
Marquette Asset Management
Minnesota
$262K -$118K -1,042 -31%
HCM
564
Hilton Capital Management
New York
$260K +$260K +2,301 New
BCA
565
Bernzott Capital Advisors
California
$259K – – –
SMC
566
Smith, Moore & Co
Missouri
$259K +$25K +222 +11%
WCG
567
Wall Capital Group
Arizona
$256K – – –
BC
568
Bartlett & Co
Ohio
$256K +$96.1K +850 +60%
BCWM
569
Bartlett & Co Wealth Management
Ohio
$256K +$95.9K +850 +60%
AIM
570
Anchor Investment Management
South Carolina
$255K -$132K -1,172 -34%
FDCDDQ
571
Federation des caisses Desjardins du Quebec
Quebec, Canada
$254K +$8.8K +78 +4%
PFA
572
Pettinga Financial Advisors
Indiana
$252K +$252K +2,230 New
ACM
573
Allred Capital Management
Texas
$249K +$249K +2,214 New
RWA
574
Ropes Wealth Advisors
Massachusetts
$245K +$245K +2,172 New
LA
575
Legacy Advisors
Pennsylvania
$240K +$13.9K +123 +6%
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