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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
1
Prudential plc
United Kingdom
$1.01B
2
Barclays
2
Barclays
United Kingdom
$905M
3
Bank of America
3
Bank of America
North Carolina
$4.28B
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$432M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.23B

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.17B
2
CC
2
CQS Cayman
Cayman Islands
$500M
3
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$470M
4
SMFG
4
Sumitomo Mitsui Financial Group
Japan
$32.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
676
NewFocus Financial Group
Washington
$205K +$205K +1,652 New
SCM
677
Symons Capital Management
Pennsylvania
$204K +$204K +1,636 New
VCA
678
Verdence Capital Advisors
Maryland
$204K +$204K +1,640 New
CWM
679
CCG Wealth Management
California
$202K -$45.2K -363 -18%
HPWM
680
Highland Private Wealth Management
Washington
$202K +$202K +1,623 New
BWP
681
Bernardo Wealth Planning
Pennsylvania
$202K +$202K +1,627 New
CWA
682
Clarus Wealth Advisors
Arizona
$201K +$109K +878 +119%
OIA
683
OneDigital Investment Advisors
Kansas
$201K +$184K +1,481 +1,105%
HMS
684
Hanseatic Management Services
New Mexico
$199K +$199K +1,598 New
ED
685
Exane Derivatives
France
$199K +$124K +1,000 +167%
AC
686
Avestar Capital
New York
$192K – – –
SFSIG
687
San Francisco Sentry Investment Group
California
$189K +$189K +1,522 New
GSWM
688
Golden State Wealth Management
California
$177K +$77.9K +627 +79%
LTI
689
Laffer Tengler Investments
Tennessee
$176K -$622 -5 -0.4%
CTC
690
Central Trust Company
Missouri
$163K +$40.3K +328 +33%
Kayne Anderson Rudnick Investment Management
691
Kayne Anderson Rudnick Investment Management
California
$160K +$160K +1,290 New
CAL
692
Capital Advisors Ltd
Ohio
$154K +$154K +1,237 New
FEG
693
Financial Enhancement Group
Indiana
$153K +$29.7K +238 +24%
BEI
694
Benjamin Edwards Inc
Missouri
$150K +$15.7K +127 +12%
EIP
695
Ellis Investment Partners
Pennsylvania
$145K +$145K +1,168 New
MGI
696
MayTech Global Investments
New York
$137K – – –
PB
697
Pinnacle Bancorp
Nebraska
$133K +$53.3K +430 +67%
LWM
698
Lenox Wealth Management
Ohio
$130K +$34.5K +279 +36%
GCM
699
Gables Capital Management
Florida
$129K – – –
CFD
700
Creative Financial Designs
Indiana
$126K -$2.6K -21 -2%
26 27
28
29 30