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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 %
SFSG
701
Stearns Financial Services Group
North Carolina
$2K +$2K +17 New
VIA
702
Virtus Investment Advisers
Connecticut
$1K -$266 -2,339 -21%
TFA
703
Transamerica Financial Advisors
Florida
$1K -$200K -200 -100%
DWM
704
Destination Wealth Management
California
$1K -$23.8K -119 -96%
PS
705
Portfolio Strategies
New York
$1K – – –
CFN
706
Cordasco Financial Network
Florida
$1K – – –
KL
707
KWMG LLC
Kansas
$1K +$1K +10 New
AIIMS
708
Analyst IMS Investment Management Services
Israel
$498 -$116 -1,013 -19%
FRA
709
Front Row Advisors
California
$430 – – –
CF
710
Centaurus Financial
California
$125 -$593K -4,744 -100%
TA
711
Teachers Advisors
New York
– -$275M -2,403,323 Closed
ACG
712
Anchorage Capital Group
New York
– -$101M -882,687 Closed
AGC
713
Angelo Gordon & Co
New York
– -$35.3M -308,000 Closed
PCIG
714
Partners Capital Investment Group
Massachusetts
– -$6.89M -60,164 Closed
WI
715
WBI Investments
New Jersey
– -$5.59M -48,792 Closed
Capstone Investment Advisors
716
Capstone Investment Advisors
New York
– -$3.75M -32,757 Closed
SFS
717
Sowell Financial Services
Arkansas
– -$2.23M -19,359 Closed
IA
718
Icon Advisers
Colorado
– -$2.18M -19,000 Closed
USAA
719
United Services Automobile Association
Texas
– -$1.98M -17,284 Closed
GLA
720
Great Lakes Advisors
Illinois
– -$1.83M -15,971 Closed
PP
721
Paloma Partners
Connecticut
– -$1.15M -10,000 Closed
MAS
722
Madden Advisory Services
Florida
– -$842K -7,351 Closed
PWS
723
Paragon Wealth Strategies
Florida
– -$823K -7,183 Closed
CTA
724
Chesley Taft & Associates
Illinois
– -$749K -6,540 Closed
Wolverine Trading
725
Wolverine Trading
Illinois
– -$690K -5,881 Closed
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