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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
$545M
3
Ameriprise
Ameriprise
Minnesota
$1.09B
4
CC
CQS Cayman
Cayman Islands
$138M
5
SG Americas Securities
SG Americas Securities
New York
$134M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$737M
2
Goldman Sachs
Goldman Sachs
New York
$368M
3
DILIC
Dai-ichi Life Insurance Company
Japan
$81.1M
4
Bank of America
Bank of America
North Carolina
$3.63B
5
CWM
Cornerstone Wealth Management
Missouri
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
676
Bessemer Group
New Jersey
$34K -$13.5K -118 -28%
NSG
677
Nalls Sherbakoff Group
Tennessee
$34K +$34K +300 New
SCA
678
Stuart Chaussee & Associates
California
$33K – – –
TCM
679
TD Capital Management
Tennessee
$33K +$21.8K +195 +195%
KPCM
680
Kings Point Capital Management
New York
$31K – – –
JGIA
681
Jackson Grant Investment Advisers
Connecticut
$31K +$27.3K +241 +730%
DWM
682
Doyle Wealth Management
Florida
$31K +$31K +271 New
First Manhattan
683
First Manhattan
New York
$30K -$7.64K -69 -20%
AOWM
684
Alpha Omega Wealth Management
Virginia
$30K – – –
PCFFS
685
Pacific Center for Financial Services
California
$30K – – –
PAMU
686
Pictet Asset Management (UK)
United Kingdom
$29.6K -$21.4K -189,500 -42%
PVH
687
Psagot Value Holdings
Israel
$29K – – –
GI
688
Gradient Investments
Minnesota
$29K +$24K +211 +480%
FMTCOCP
689
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K – – –
S
690
SignatureFD
Georgia
$27K -$12.1K -105 -31%
EDRH
691
Edmond de Rothschild Holding
Switzerland
$27K – – –
BWA
692
Burt Wealth Advisors
Maryland
$26K +$14.3K +125 +123%
AQA
693
Alpha Quant Advisors
Texas
$26K +$26K +229 New
OIA
694
OneDigital Investment Advisors
Kansas
$25K -$196K -1,722 -89%
YWP
695
YorkBridge Wealth Partners
New York
$25K – – –
SSB
696
Sandy Spring Bank
Maryland
$24K -$136K -1,180 -85%
MWA
697
Meridian Wealth Advisors
Texas
$24K +$24K +215 New
CHP
698
Cable Hill Partners
Oregon
$23K – – –
CH
699
Canton Hathaway
Rhode Island
$23K – – –
EWM
700
Elmwood Wealth Management
California
$23K +$23K +200 New
26 27
28
29 30