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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 %
JIC
626
Johnson Investment Counsel
Ohio
$259K +$3.22K +26 +1%
LA
627
Legacy Advisors
Pennsylvania
$258K -$258K -2,076 -50%
MC
628
Moors & Cabot
Massachusetts
$258K -$18.4K -149 -7%
JIC
629
Joel Isaacson & Co
New York
$256K – – –
OFW
630
Omnia Family Wealth
Florida
$255K – – –
DCM
631
Dimension Capital Management
Florida
$253K +$1.98K +16 +0.8%
VWA
632
V Wealth Advisors
Kansas
$252K -$10.4K -85 -4%
SAS
633
Sage Advisory Services
Texas
$251K +$251K +2,021 New
IIC
634
Ironwood Investment Counsel
Arizona
$249K +$249K +2,005 New
SBSB
635
Sullivan, Bruyette, Speros & Blaney
Virginia
$248K – – –
NA
636
Navellier & Associates
Nevada
$248K +$248K +1,996 New
DWM
637
Doyle Wealth Management
Florida
$247K – – –
IIA
638
IPG Investment Advisors
California
$245K – – –
BCA
639
Bernzott Capital Advisors
California
$244K – – –
WAM
640
Weatherly Asset Management
California
$244K – – –
NCM
641
Narwhal Capital Management
Georgia
$244K – – –
CFG
642
Cooper Financial Group
California
$242K -$86.7K -696 -26%
CCM
643
Covington Capital Management
California
$242K – – –
TP
644
Tranquility Partners
Tennessee
$242K +$242K +1,946 New
IC
645
Innealta Capital
Texas
$241K +$241K +1,938 New
BCWM
646
Bartlett & Co Wealth Management
Ohio
$240K +$4.98K +40 +2%
BC
647
Bartlett & Co
Ohio
$240K +$4.97K +40 +2%
PMG
648
ProVise Management Group
Florida
$239K +$12.5K +101 +6%
BPCE
649
Bank Pictet & Cie (Europe)
Germany
$238K +$238K +1,912 New
PCM
650
Peak Capital Management
Colorado
$237K -$58.7K -466 -20%
24 25
26
27 28