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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
+$445M
3
Ameriprise
Ameriprise
Minnesota
+$270M
4
CC
CQS Cayman
Cayman Islands
+$138M
5
SG Americas Securities
SG Americas Securities
New York
+$124M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$828M
2
Goldman Sachs
Goldman Sachs
New York
-$722M
3
DILIC
Dai-ichi Life Insurance Company
Japan
-$434M
4
Bank of America
Bank of America
North Carolina
-$391M
5
CWM
Cornerstone Wealth Management
Missouri
-$359M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
701
Kore Private Wealth
New York
$23K +$23K +206 New
ACS
702
Archford Capital Strategies
Illinois
$22K – – –
GAM
703
Gemmer Asset Management
California
$21K +$222 +2 +1%
PK
704
Pflug Koory
Nebraska
$20K – – –
AIM
705
Advantage Investment Management
Iowa
$20K +$17.3K +157 +654%
MA
706
MUFG Americas
New York
$19K – – –
PCM
707
Princeton Capital Management
New Jersey
$19K – – –
MAU
708
MRA Associates USA
Arizona
$17K +$17K +151 New
MSA
709
Marino Stram & Associates
Massachusetts
$16K +$227 +2 +1%
NC
710
NewSquare Capital
Pennsylvania
$15K +$15K +134 New
FCMT
711
Founders Capital Management (Texas)
Texas
$14K -$12.7K -114 -48%
LFA
712
Legacy Financial Advisors
Kentucky
$14K -$4.67K -40 -25%
RCA
713
Rowland Carmichael Advisors
Arizona
$14K – – –
BTNA
714
Bremer Trust National Association
Minnesota
$14K +$14K +126 New
CAM
715
Cresset Asset Management
Illinois
$13K +$13K +119 New
MA
716
MCF Advisors
Kentucky
$12K -$846K -7,613 -99%
TIM
717
Tortoise Investment Management
New York
$11K – – –
LFG
718
Larson Financial Group
Missouri
$11K +$11K +94 New
BFC
719
Bedel Financial Consulting
Indiana
$10K – – –
IUHSA
720
Itau Unibanco Holding S.A.
Brazil
$8K -$1.83M -17,200 -100%
VRM
721
Vectors Research Management
New York
$8K – – –
QCIG
722
Quad-Cities Investment Group
Iowa
$8K +$597 +5 +8%
NA
723
NewEdge Advisors
Louisiana
$7.56K +$624 +5,530 +9%
CAL
724
Capital Analysts LLC
Pennsylvania
$7K -$7.64K -72 -52%
FMII
725
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
27 28
29
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