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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 %
LYV
601
Live Your Vision
Pennsylvania
$199K +$54.1K +477 +37%
GWM
602
Geneos Wealth Management
Colorado
$198K -$87.6K -781 -31%
NCM
603
New Capital Management
Texas
$198K +$2.37K +21 +1%
WAP
604
Wealthcare Advisory Partners
Pennsylvania
$179K -$30.4K -269 -15%
AC
605
Avestar Capital
New York
$174K – – –
APC
606
Aspire Private Capital
North Carolina
$167K +$167K +1,476 New
LTI
607
Laffer Tengler Investments
Tennessee
$166K -$42.8K -379 -20%
MFW
608
Mosaic Family Wealth
Missouri
$165K -$127K -1,131 -44%
PG
609
Patten Group
Tennessee
$158K – – –
FHA
610
First Horizon Advisors
Tennessee
$157K -$117K -1,043 -43%
BOPW
611
Brandywine Oak Private Wealth
Pennsylvania
$156K +$156K +1,387 New
PA
612
Parallel Advisors
California
$146K -$12K -107 -8%
PAI
613
Pittenger & Anderson Inc
Nebraska
$139K -$4M -35,327 -97%
SMFS
614
Squar Milner Financial Services
California
$139K – – –
BFEC
615
Benjamin F. Edwards & Company
Missouri
$137K -$7.77K -69 -5%
Rockefeller Capital Management
616
Rockefeller Capital Management
New York
$134K +$84.8K +751 +172%
AIC
617
Archer Investment Corporation
Indiana
$134K +$134K +11,822 New
PCIA
618
Prime Capital Investment Advisors
Kansas
$132K +$132K +1,167 New
Loomis, Sayles & Company
619
Loomis, Sayles & Company
Massachusetts
$130K +$130K +1,150 New
VFA
620
Valeo Financial Advisors
Indiana
$129K +$34.3K +303 +36%
BCP
621
Blue Chip Partners
Michigan
$128K -$17.9K -159 -12%
CA
622
Claro Advisors
Massachusetts
$128K +$128K +1,113 New
MOS
623
MGO One Seven
Ohio
$126K +$126K +1,119 New
BAM
624
Bruderman Asset Management
New York
$125K +$226 +2 +0.2%
MGI
625
MayTech Global Investments
New York
$124K – – –
23 24
25
26 27