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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
$545M
3
Ameriprise
Ameriprise
Minnesota
$1.09B
4
CC
CQS Cayman
Cayman Islands
$138M
5
SG Americas Securities
SG Americas Securities
New York
$134M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$737M
2
Goldman Sachs
Goldman Sachs
New York
$368M
3
DILIC
Dai-ichi Life Insurance Company
Japan
$81.1M
4
Bank of America
Bank of America
North Carolina
$3.63B
5
CWM
Cornerstone Wealth Management
Missouri
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
726
Tower Research Capital (TRC)
New York
$6K – – –
BCA
727
Berman Capital Advisors
Georgia
$6K +$6K +58 New
MRCM
728
M&R Capital Management
New Jersey
$5K -$8.5K -85 -63%
AIS
729
Accurate Investment Solutions
Pennsylvania
$5K – – –
CWM
730
Catamount Wealth Management
Connecticut
$5K +$5K +43 New
GWMIA
731
Global Wealth Management Investment Advisory
Florida
$5K +$5K +44 New
WEC
732
Winslow Evans & Crocker
Massachusetts
$4K – – –
UB
733
UMB Bank
Missouri
$3.49K +$62 +546 +2%
PGWM
734
Parisi Gray Wealth Management
New Jersey
$3K – – –
CCM
735
Cribstone Capital Management
Maine
$3K – – –
APSP
736
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K – – –
IAS
737
IMA Advisory Services
Colorado
$2K – – –
SFSG
738
Stearns Financial Services Group
North Carolina
$2K – – –
FWM
739
Focused Wealth Management
New York
$2K – – –
WCM
740
WealthBridge Capital Management
Ohio
$2K +$2K +19 New
LDFR
741
Lehman & Derafelo Financial Resources
Pennsylvania
$2K +$2K +19 New
TFA
742
Transamerica Financial Advisors
Florida
$1K – – –
CFN
743
Cordasco Financial Network
Florida
$1K – – –
KL
744
KWMG LLC
Kansas
$1K – – –
AIA
745
Alera Investment Advisors
Illinois
$1K +$1K +8 New
AIIMS
746
Analyst IMS Investment Management Services
Israel
$449 -$40 -352 -8%
TWM
747
Titus Wealth Management
California
$332 +$105 +1,356 +46%
NDSI
748
Newman Dignan & Sheerar Inc
Rhode Island
$307 -$2 -16 -0.6%
Schroder Investment Management Group
749
Schroder Investment Management Group
United Kingdom
$163 -$439 -3,896 -73%
CF
750
Centaurus Financial
California
$1 +$1 +121 +12,100%
28 29
30
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