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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
$1.59B
2
Goldman Sachs
Goldman Sachs
New York
$1.11B
3
DILIC
Dai-ichi Life Insurance Company
Japan
$524M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$300M
5
AIMU
Allianz Investment Management US
Minnesota
$888M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.1B
2
TA
Teachers Advisors
New York
$0
3
BlackRock
BlackRock
New York
$1.77B
4
Fisher Asset Management
Fisher Asset Management
Washington
$2.51B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
676
Burt Wealth Advisors
Maryland
$12K – – –
TIM
677
Tortoise Investment Management
New York
$11K -$24.5K -223 -69%
TCM
678
TD Capital Management
Tennessee
$11K +$11K +100 New
TFS
679
TrustCore Financial Services
Tennessee
$10K – – –
BFC
680
Bedel Financial Consulting
Indiana
$9K -$583K -5,503 -98%
VRM
681
Vectors Research Management
New York
$8K +$8K +67 New
BCM
682
Brasada Capital Management
Texas
$8K +$8K +72 New
QCIG
683
Quad-Cities Investment Group
Iowa
$7K – – –
CI
684
CX Institutional
Indiana
$7K +$7K +63 New
TRCT
685
Tower Research Capital (TRC)
New York
$6K -$61.7K -504 -91%
FMII
686
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
EWM
687
Endurance Wealth Management
Rhode Island
$6K – – –
AIS
688
Accurate Investment Solutions
Pennsylvania
$5K -$244 -2 -5%
PGWM
689
Parisi Gray Wealth Management
New Jersey
$4K – – –
WEC
690
Winslow Evans & Crocker
Massachusetts
$4K – – –
CCM
691
Cribstone Capital Management
Maine
$4K – – –
JGIA
692
Jackson Grant Investment Advisers
Connecticut
$4K – – –
AIM
693
Advantage Investment Management
Iowa
$3K +$500 +4 +20%
CAG
694
Csenge Advisory Group
Florida
$3K +$3K +34 New
GI
695
Gradient Investments
Minnesota
$2K -$10.7K -235 -84%
CAGAS
696
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
AA
697
AlphaMark Advisors
Kentucky
$2K – – –
IAS
698
IMA Advisory Services
Colorado
$2K – – –
FWM
699
Focused Wealth Management
New York
$2K – – –
APSP
700
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K +$1.13K +9 +129%
26 27
28
29 30