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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 %
WTC
751
WhitTier Trust Company
Nevada
$233K +$3.97K +31 +2%
JPLA
752
Joseph P. Lucia & Associates
New York
$231K -$16.8K -131 -7%
CWP
753
Capital Wealth Planning
Florida
$230K -$25.6K -200 -10%
CFS
754
CRA Financial Services
New Jersey
$230K – – –
BWM
755
Brickley Wealth Management
California
$230K +$230K +1,798 New
TWM
756
Torch Wealth Management
Ohio
$229K -$21K -164 -8%
EAM
757
Evanson Asset Management
California
$227K +$128 +1 +0.1%
BFM
758
Boston Financial Management
Massachusetts
$227K +$227K +1,775 New
NFG
759
NewFocus Financial Group
Washington
$226K +$17.4K +136 +8%
OPS
760
Orion Portfolio Solutions
Nebraska
$225K +$225K +1,760 New
CB
761
Community Bank
New York
$223K – – –
BFEC
762
Benjamin F. Edwards & Company
Missouri
$223K +$38.5K +300 +21%
TC
763
TownSquare Capital
Utah
$220K -$163K -1,272 -43%
TAM
764
Todd Asset Management
Kentucky
$220K -$13.5K -106 -6%
CIC
765
Carnegie Investment Counsel
Ohio
$216K -$18.2K -142 -8%
MWA
766
Moser Wealth Advisors
Washington
$215K +$215K +1,680 New
IFG
767
Investors Financial Group
Minnesota
$215K +$215K +1,681 New
VCA
768
Verdence Capital Advisors
Maryland
$213K +$1.54K +12 +0.7%
EDRIA
769
Edmonds Duncan Registered Investment Advisors
Kansas
$211K -$185K -1,445 -47%
CCM
770
Covington Capital Management
California
$209K -$11.5K -90 -5%
Wolverine Trading
771
Wolverine Trading
Illinois
$208K -$646K -5,016 -76%
RCA
772
Ranch Capital Advisors
Florida
$208K – – –
EE
773
EWG Elevate
California
$208K +$208K +1,629 New
ECM
774
Evergreen Capital Management
Washington
$207K +$207K +1,617 New
SFM
775
Signet Financial Management
New Jersey
$206K -$767 -6 -0.4%
29 30
31
32 33