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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

831 hedge funds and large institutions have $29.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 299 increasing their positions, 321 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+20
Holders Change %
+2.47%
% of All Funds
18.25%
Holding in Top 10
97
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.43%
% of All Funds
2.13%
New
81
Increased
299
Reduced
321
Closed
57
Calls
$607M
Puts
$2.21B
Net Calls
-$1.6B
Net Calls Change
-$482M

Top Buyers

1
AIMU
Allianz Investment Management US
Minnesota
+$612M
2
Victory Capital Management
Victory Capital Management
Texas
+$316M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$315M
4
SG Americas Securities
SG Americas Securities
New York
+$283M
5
IG
ING Group
Netherlands
+$255M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$1.13B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1B
3
PP
Prudential plc
United Kingdom
-$888M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$645M
5
Barclays
Barclays
United Kingdom
-$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRIA
676
Leonard Rickey Investment Advisors
Washington
$242K +$242K +1,898 New
ACP
677
Arcus Capital Partners
Georgia
$241K +$241K +1,887 New
Principal Financial Group
678
Principal Financial Group
Iowa
$238K -$46.7K -366 -16%
MWC
679
MKD Wealth Coaches
Michigan
$234K -$6.77K -53 -3%
FA
680
FCG Advisors
New Jersey
$234K +$17.1K +134 +8%
UFF
681
USA Financial Formulas
Michigan
$233K -$91.7K -721 -28%
TAM
682
Todd Asset Management
Kentucky
$233K – – –
CIC
683
Carnegie Investment Counsel
Ohio
$233K +$18.1K +142 +8%
NCM
684
New Capital Management
Texas
$229K +$1.91K +15 +0.8%
HPC
685
HM Payson & Co
Maine
$229K +$12.4K +97 +6%
CFS
686
CRA Financial Services
New Jersey
$229K +$19.1K +150 +9%
SPL
687
Smart Portfolios LLC
Washington
$229K +$229K +1,822 New
AG
688
Appleton Group
Wisconsin
$228K -$7.26K -57 -3%
WTC
689
WhitTier Trust Company
Nevada
$228K +$102K +800 +81%
EAM
690
Evanson Asset Management
California
$226K +$255 +2 +0.1%
LTI
691
Laffer Tengler Investments
Tennessee
$224K +$43.5K +341 +24%
CB
692
Community Bank
New York
$222K -$1.27K -10 -0.6%
CCM
693
Covington Capital Management
California
$220K -$28.7K -225 -12%
CWA
694
Clarus Wealth Advisors
Arizona
$215K +$8.68K +68 +4%
CAN
695
Claraphi Advisory Network
United States
$213K -$4.96K -39 -2%
BA
696
Boston Advisors
Massachusetts
$212K -$11K -86 -5%
AC
697
Avestar Capital
New York
$211K +$12.7K +100 +6%
VCA
698
Verdence Capital Advisors
Maryland
$210K +$1.15K +9 +0.5%
NFG
699
NewFocus Financial Group
Washington
$208K -$3.07K -24 -1%
CWM
700
CCG Wealth Management
California
$207K – – –
26 27
28
29 30