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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 %
GCM
626
Gables Capital Management
Florida
$118K – – –
FEG
627
Financial Enhancement Group
Indiana
$116K – – –
GSC
628
G&S Capital
Colorado
$114K +$114K +1,008 New
CTC
629
Central Trust Company
Missouri
$113K – – –
BCM
630
Blume Capital Management
California
$113K – – –
CFD
631
Creative Financial Designs
Indiana
$112K – – –
CAC
632
Certified Advisory Corp
Florida
$112K +$564 +5 +0.5%
WTC
633
WhitTier Trust Company
Nevada
$111K -$67K -596 -38%
BAM
634
Barrett Asset Management
New York
$111K +$226 +2 +0.2%
OAM
635
Oppenheimer Asset Management
New York
$107K +$107K +953 New
JFGIW
636
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$103K +$10.4K +92 +11%
SIS
637
Sound Income Strategies
Florida
$102K +$8.87K +79 +10%
BI
638
Bramshill Investments
Florida
$102K +$102K +900 New
IFAM
639
Institutional & Family Asset Management
Colorado
$101K +$1.35K +12 +1%
AF
640
Allworth Financial
California
$88K -$736K -6,533 -89%
FANJ
641
Financial Architects (New Jersey)
New Jersey
$86K +$39.3K +350 +84%
SFA
642
Semmax Financial Advisors
North Carolina
$83K +$83K +734 New
CWA
643
Clarus Wealth Advisors
Arizona
$82K +$786 +7 +1%
ESB
644
Essex Savings Bank
Connecticut
$79K +$79K +701 New
TAIM
645
TD Ameritrade Investment Management
Nebraska
$78K +$78K +695 New
SIAP
646
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K +$16.7K +150 +28%
NPP
647
New Potomac Partners
Maryland
$77K +$45.3K +400 +143%
KCM
648
Karp Capital Management
California
$76K -$6.01M -52,948 -99%
ClearBridge Investments
649
ClearBridge Investments
New York
$76K +$59.3K +528 +354%
TC
650
Trust Company
Kansas
$75K -$79.6K -706 -51%
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