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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 %
PB
651
Pinnacle Bancorp
Nebraska
$73K +$73K +643 New
FHB
652
First Hawaiian Bank
Hawaii
$70K – – –
AIP
653
Ameritas Investment Partners
Nebraska
$69K -$18.5K -165 -21%
RE
654
RBC Europe
United Kingdom
$67.1K – – –
CIR
655
Clear Investment Research
Georgia
$65K -$50.4K -446 -44%
RWA
656
River Wealth Advisors
Pennsylvania
$65K – – –
CB
657
CNB Bank
Pennsylvania
$63K -$17K -150 -21%
FPFS
658
First Personal Financial Services
North Carolina
$61K -$8.51K -76 -12%
TCOV
659
Trust Company of Vermont
Vermont
$59K -$22.4K -200 -28%
PCA
660
Peddock Capital Advisors
Massachusetts
$57K – – –
EFSCE
661
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$1.69K +15 +3%
SPL
662
Smart Portfolios LLC
Washington
$54K – – –
SWP
663
Strategic Wealth Partners
Ohio
$48K -$11.6K -100 -19%
OSNBOA
664
Old Second National Bank of Aurora
Illinois
$48K – – –
RFWA
665
RPg Family Wealth Advisory
Massachusetts
$47K +$4.29K +38 +10%
HS
666
Horan Securities
United States
$47K -$1.01M -8,975 -96%
PFGIA
667
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$9.81K -87 -18%
SFG
668
SevenBridge Financial Group
Pennsylvania
$46K – – –
TWA
669
TCI Wealth Advisors
Arizona
$44K -$9.07K -80 -17%
AIL
670
AGF Investments LLC
Ontario, Canada
$44K +$336 +3 +0.8%
OC
671
Oakworth Capital
Alabama
$43K – – –
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$42.5K -$14.1K -125 -25%
TFA
673
Toth Financial Advisory
Virginia
$42K +$12.6K +111 +43%
JWM
674
Janiczek Wealth Management
Colorado
$38K – – –
LWA
675
Lenox Wealth Advisors
New York
$36K – – –
25 26
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