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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

775 hedge funds and large institutions have $27B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 254 increasing their positions, 298 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+26
Holders Change %
+3.47%
% of All Funds
16.8%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.8%
New
104
Increased
254
Reduced
298
Closed
68
Calls
$639M
Puts
$1.52B
Net Calls
-$883M
Net Calls Change
-$104M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$773M
2
CC
CQS Cayman
Cayman Islands
+$665M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$630M
4
Morgan Stanley
Morgan Stanley
New York
+$335M
5
Wells Fargo
Wells Fargo
California
+$215M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$493M
2
Bank of America
Bank of America
North Carolina
-$450M
3
AIMU
Allianz Investment Management US
Minnesota
-$383M
4
CI
Cigna Investments
Connecticut
-$377M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$375M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
601
Narwhal Capital Management
Georgia
$233K +$233K +1,961 New
CCM
602
Covington Capital Management
California
$232K – – –
LPT
603
Legacy Private Trust
Wisconsin
$232K +$232K +1,945 New
KA
604
Kovack Advisors
Florida
$231K -$19.2K -161 -8%
Truist Financial
605
Truist Financial
North Carolina
$228K – – –
Lido Advisors
606
Lido Advisors
California
$228K +$6.78K +57 +3%
BCWM
607
Bartlett & Co Wealth Management
Ohio
$225K -$44.6K -375 -17%
MCM
608
Maxim Capital Management
California
$225K -$107K -900 -32%
BC
609
Bartlett & Co
Ohio
$225K -$44.6K -375 -17%
GC
610
Garde Capital
Washington
$225K -$23.8K -200 -10%
CB
611
Community Bank
New York
$221K -$3.57K -30 -2%
Principal Financial Group
612
Principal Financial Group
Iowa
$220K -$1.27M -10,654 -85%
TA
613
Townsend & Associates
Colorado
$220K +$220K +1,846 New
PPA
614
Parametric Portfolio Associates
Washington
$220K +$220K +1,850 New
TNBTD
615
Trustmark National Bank Trust Department
Mississippi
$219K -$105K -884 -32%
LW
616
Linscomb Wealth
Texas
$219K -$10.3K -87 -5%
LYV
617
Live Your Vision
Pennsylvania
$218K +$9.74K +82 +5%
BI
618
Bramshill Investments
Florida
$218K +$111K +929 +103%
TAM
619
Todd Asset Management
Kentucky
$218K +$218K +1,830 New
PMG
620
ProVise Management Group
Florida
$217K +$217K +1,823 New
CC
621
Cadinha & Co
Hawaii
$216K +$216K +1,815 New
EAM
622
Evanson Asset Management
California
$214K +$119 +1 +0.1%
TNB
623
Thomasville National Bank
Georgia
$213K -$3.33K -28 -2%
GWM
624
Geneos Wealth Management
Colorado
$213K +$3.44K +29 +2%
TC
625
TownSquare Capital
Utah
$212K +$212K +1,780 New
23 24
25
26 27