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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

937 hedge funds and large institutions have $29.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 309 increasing their positions, 306 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
+106
Holders Change %
+12.76%
% of All Funds
18.5%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.97%
New
202
Increased
309
Reduced
306
Closed
81
Calls
$1.48B
Puts
$2.53B
Net Calls
-$1.05B
Net Calls Change
+$554M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.03B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$326M
3
Goldman Sachs
Goldman Sachs
New York
+$321M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
+$295M
5
AB
Aozora Bank
Japan
+$262M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$450M
2
AIMU
Allianz Investment Management US
Minnesota
-$365M
3
Wells Fargo
Wells Fargo
California
-$308M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$306M
5
Jane Street
Jane Street
New York
-$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
701
Moors & Cabot
Massachusetts
$279K -$11.7K -92 -4%
CCFM
702
Clear Creek Financial Management
Washington
$279K +$11.5K +90 +4%
TA
703
TCG Advisors
Texas
$278K +$256 +2 +0.1%
OPA
704
Old Port Advisors
Maine
$278K +$18.5K +144 +7%
VWA
705
V Wealth Advisors
Kansas
$276K – – –
JHCP
706
Jackson Hole Capital Partners
Oklahoma
$276K – – –
MPPLM
707
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$275K -$1.37M -22,771 -83%
DCM
708
Dimension Capital Management
Florida
$275K +$12.4K +97 +5%
FDCDDQ
709
Federation des caisses Desjardins du Quebec
Quebec, Canada
$275K – – –
GWM
710
Geneos Wealth Management
Colorado
$274K -$2.74M -21,366 -91%
EFSCE
711
Enterprise Financial Services Corp (EFSC)
Missouri
$274K -$2.05K -16 -0.7%
SFG
712
Summit Financial Group
West Virginia
$273K – – –
LA
713
Legacy Advisors
Pennsylvania
$269K -$9.72K -76 -3%
HIM
714
Hillsdale Investment Management
Ontario, Canada
$269K – – –
PIA
715
Pinion Investment Advisors
Kansas
$269K +$6.02K +47 +2%
GD
716
Grandfield & Dodd
New York
$268K +$268K +2,091 New
DI
717
DFPG Investments
Utah
$267K -$63.6K -494 -19%
FVWA
718
Foster Victor Wealth Advisors
South Carolina
$265K +$265K +2,072 New
PAM
719
Palisade Asset Management
Minnesota
$264K -$32.8K -257 -11%
GM
720
GeoWealth Management
Illinois
$263K -$588K -4,601 -69%
OFW
721
Omnia Family Wealth
Florida
$263K – – –
JIC
722
Joel Isaacson & Co
New York
$263K – – –
NGA
723
Naples Global Advisors
Florida
$263K +$263K +2,054 New
PPA
724
Parametric Portfolio Associates
Washington
$261K -$30.9K -241 -11%
IIC
725
Ironwood Investment Counsel
Arizona
$256K – – –
27 28
29
30 31