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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

811 hedge funds and large institutions have $31.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 325 increasing their positions, 275 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+36
Holders Change %
+4.65%
% of All Funds
17.64%
Holding in Top 10
92
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.84%
% of All Funds
2%
New
102
Increased
325
Reduced
275
Closed
54
Calls
$730M
Puts
$1.85B
Net Calls
-$1.12B
Net Calls Change
-$236M

Top Buyers

1
PP
Prudential plc
United Kingdom
$1.01B
2
Barclays
Barclays
United Kingdom
$905M
3
Bank of America
Bank of America
North Carolina
$4.28B
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$432M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.23B

Top Sellers

1
BlackRock
BlackRock
New York
$1.17B
2
CC
CQS Cayman
Cayman Islands
$500M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$470M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
$32.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
601
Parkside Financial Bank & Trust
Missouri
$311K – – –
BWCS
602
Beirne Wealth Consulting Services
Connecticut
$307K -$238K -1,920 -44%
MOS
603
MGO One Seven
Ohio
$304K +$5.33K +43 +2%
UFF
604
USA Financial Formulas
Michigan
$304K +$112K +940 +58%
PIA
605
Pinion Investment Advisors
Kansas
$303K -$52.3K -420 -15%
PFA
606
Pettinga Financial Advisors
Indiana
$296K +$296K +2,379 New
VHAM
607
Van Hulzen Asset Management
California
$292K +$292K +2,347 New
BA
608
Belvedere Advisors
California
$291K -$767K -6,173 -72%
HCM
609
Hilton Capital Management
New York
$286K +$286K +2,301 New
EFSCE
610
Enterprise Financial Services Corp (EFSC)
Missouri
$285K -$40.6K -327 -12%
BJ
611
Brouwer & Janachowski
California
$284K -$20.8K -167 -7%
RWA
612
Ropes Wealth Advisors
Massachusetts
$283K +$12.7K +102 +5%
WCG
613
Wall Capital Group
Arizona
$282K – – –
GCA
614
Guardian Capital Advisors
Ontario, Canada
$281K +$281K +2,250 New
HIC
615
Holderness Investments Company
North Carolina
$281K +$281K +2,257 New
AIM
616
Anchor Investment Management
South Carolina
$281K – – –
Principal Financial Group
617
Principal Financial Group
Iowa
$278K +$48.1K +386 +21%
JPLA
618
Joseph P. Lucia & Associates
New York
$275K -$23.1M -186,006 -99%
BCM
619
Boltwood Capital Management
California
$274K -$37.4K -300 -12%
WA
620
Winfield Associates
Ohio
$274K – – –
MAM
621
Marquette Asset Management
Minnesota
$273K – – –
CWP
622
Capital Wealth Planning
Florida
$273K +$273K +2,195 New
FDCDDQ
623
Federation des caisses Desjardins du Quebec
Quebec, Canada
$267K – – –
JHCP
624
Jackson Hole Capital Partners
Oklahoma
$264K +$264K +2,124 New
AFP
625
Ausdal Financial Partners
Iowa
$260K +$260K +2,093 New
23 24
25
26 27