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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 %
IIC
726
Ironwood Investment Counsel
Arizona
$256K – – –
AHB
727
Abner Herrman & Brock
New Jersey
$256K +$256K +1,997 New
SBSB
728
Sullivan, Bruyette, Speros & Blaney
Virginia
$255K – – –
AG
729
Appleton Group
Wisconsin
$255K +$26K +203 +11%
DWM
730
Doyle Wealth Management
Florida
$254K – – –
CAAS
731
Capital Asset Advisory Services
Michigan
$253K +$253K +1,932 New
DI
732
Disciplined Investments
Oklahoma
$253K +$253K +1,979 New
BCA
733
Bernzott Capital Advisors
California
$251K – – –
WAM
734
Weatherly Asset Management
California
$251K – – –
FWM
735
Foresight Wealth Management
Utah
$251K +$251K +1,962 New
T
736
TrueFG
Texas
$251K +$251K +1,962 New
AWE
737
Avidian Wealth Enterprises
Texas
$250K +$3.58K +28 +1%
TP
738
Tranquility Partners
Tennessee
$249K – – –
BCWM
739
Bartlett & Co Wealth Management
Ohio
$247K – – –
NCM
740
Narwhal Capital Management
Georgia
$245K -$6.41K -50 -3%
BPCE
741
Bank Pictet & Cie (Europe)
Germany
$245K – – –
PWA
742
Physician Wealth Advisors
Utah
$243K +$243K +1,894 New
DPI
743
Diversified Portfolios Inc
Michigan
$242K +$242K +1,891 New
HPC
744
HM Payson & Co
Maine
$240K +$10.2K +80 +4%
BFA
745
Beaumont Financial Advisors
Massachusetts
$240K +$240K +1,878 New
AAP
746
Arax Advisory Partners
Colorado
$238K -$161K -1,260 -40%
MAM
747
Marquette Asset Management
Minnesota
$238K -$43.1K -336 -15%
FA
748
FCG Advisors
New Jersey
$238K +$2.31K +18 +1%
MWC
749
MKD Wealth Coaches
Michigan
$238K +$3.2K +25 +1%
LTI
750
Laffer Tengler Investments
Tennessee
$234K +$9.21K +72 +4%
28 29
30
31 32