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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 %
Jane Street
776
Jane Street
New York
– -$636K -5,533 Closed
TA
777
Townsend & Associates
Colorado
– -$547K -4,757 Closed
Walleye Trading
778
Walleye Trading
New York
– -$451K -3,926 Closed
TFO
779
Tarbox Family Office
California
– -$423K -3,680 Closed
SFWA
780
Summit Financial Wealth Advisors
Louisiana
– -$357K -3,162 Closed
EIA
781
Eldridge Investment Advisors
New Hampshire
– -$355K -3,104 Closed
AAC
782
Acorn Advisory Capital
New York
– -$345K -3,000 Closed
AA
783
Ancora Advisors
Ohio
– -$339K -2,955 Closed
AG
784
Appleton Group
Wisconsin
– -$318K -2,768 Closed
GIA
785
Granite Investment Advisors
New Hampshire
– -$302K -2,625 Closed
FT
786
Fiduciary Trust
Massachusetts
– -$295K -2,570 Closed
ACM
787
AlphaStar Capital Management
North Carolina
– -$223K -2,544 Closed
FAM
788
Fenimore Asset Management
New York
– -$277K -2,411 Closed
SYBT
789
Stock Yards Bank & Trust
Kentucky
– -$265K -2,312 Closed
Koshinski Asset Management
790
Koshinski Asset Management
Illinois
– -$262K -2,278 Closed
AFP
791
Ausdal Financial Partners
Iowa
– -$261K -2,269 Closed
CWS
792
Cypress Wealth Services
California
– -$257K -2,233 Closed
LNC
793
Lincoln National Corp
Pennsylvania
– -$252K -2,193 Closed
NCM
794
Narwhal Capital Management
Georgia
– -$250K -2,175 Closed
AFNAS
795
American Financial Network Advisory Services
California
– -$238K -2,074 Closed
CC
796
Courier Capital
New York
– -$232K -2,015 Closed
AWM
797
Altavista Wealth Management
North Carolina
– -$224K -1,946 Closed
CWM
798
Cahaba Wealth Management
Georgia
– -$215K -1,886 Closed
SAS
799
Sage Advisory Services
Texas
– -$217K -1,884 Closed
CC
800
Cadinha & Co
Hawaii
– -$216K -1,879 Closed
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