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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 %
TWA
626
TCI Wealth Advisors
Arizona
$54K +$5.65K +49 +12%
SA
627
SRH Advisors
Kansas
$52K – – –
PMFA
628
Plante Moran Financial Advisors
Michigan
$50K -$115K -988 -70%
Rockefeller Capital Management
629
Rockefeller Capital Management
New York
$50K – – –
OSNBOA
630
Old Second National Bank of Aurora
Illinois
$49K – – –
FANJ
631
Financial Architects (New Jersey)
New Jersey
$48K – – –
SFG
632
SevenBridge Financial Group
Pennsylvania
$47K – – –
Bessemer Group
633
Bessemer Group
New Jersey
$47K +$28.9K +256 +160%
AIL
634
AGF Investments LLC
Ontario, Canada
$45K +$115 +1 +0.3%
WF
635
WealthTrust Fairport
Ohio
$45K +$24.5K +211 +119%
RFWA
636
RPg Family Wealth Advisory
Massachusetts
$43.6K +$9.77K +85 +29%
OC
637
Oakworth Capital
Alabama
$43K -$1.26K -11 -3%
AA
638
Advisory Alpha
Michigan
$39K -$11K -96 -22%
S
639
SignatureFD
Georgia
$39K +$8.83K +77 +29%
First Manhattan
640
First Manhattan
New York
$39K +$16.6K +145 +74%
JWM
641
Janiczek Wealth Management
Colorado
$38K – – –
LWA
642
Lenox Wealth Advisors
New York
$37K – – –
MPIA
643
Mountain Pacific Investment Advisers
Idaho
$36K +$36K +310 New
RMC
644
Resources Management Corp
Connecticut
$35K +$35K +312 New
SCA
645
Stuart Chaussee & Associates
California
$33K – – –
NPP
646
New Potomac Partners
Maryland
$32K -$11.4K -100 -26%
KPCM
647
Kings Point Capital Management
New York
$31K – – –
TFA
648
Toth Financial Advisory
Virginia
$30K -$2.9K -25 -9%
AOWM
649
Alpha Omega Wealth Management
Virginia
$30K – – –
PCFFS
650
Pacific Center for Financial Services
California
$30K – – –
24 25
26
27 28