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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

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

60% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 84

17% more funds holding in top 10

Funds holding in top 10: 75 → 88 (+13)

6% more funds holding

Funds holding: 708 → 749 (+41)

0.9% less ownership

Funds ownership: 80.9% → 79.99% (-0.9%)

12% less capital invested

Capital invested by funds: $26.9B → $23.7B (-$3.19B)

41% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 317

47% less call options, than puts

Call options by funds: $885M | Put options by funds: $1.66B

Holders
749
Holders Change
+41
Holders Change %
+5.79%
% of All Funds
16.69%
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
+$914M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$443M
3
Ameriprise
Ameriprise
Minnesota
+$268M
4
CC
CQS Cayman
Cayman Islands
+$138M
5
SG Americas Securities
SG Americas Securities
New York
+$123M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$825M
2
Goldman Sachs
Goldman Sachs
New York
-$719M
3
DILIC
Dai-ichi Life Insurance Company
Japan
-$432M
4
Bank of America
Bank of America
North Carolina
-$389M
5
CWM
Cornerstone Wealth Management
Missouri
-$358M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
776
Jane Street
New York
– -$622K -5,533 Closed
TA
777
Townsend & Associates
Colorado
– -$547K -4,757 Closed
Walleye Trading
778
Walleye Trading
New York
– -$441K -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
30 31
32
33 34

LQD Hedge Fund Activity: Q4 2018 in Review

749 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q4 2018, worth a combined $23.7B — down 12% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new LQD positions and 84 closed out — a net gain of 50 holders — while 188 added to existing stakes and 317 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $914M. The largest seller was Envestnet Asset Management, cutting an estimated $825M.

  • 749 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q4 2018, up from 708 in Q3 2018.
  • Funds reported $23.7B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q4 2018, down 12% quarter-over-quarter.
  • 134 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q4 2018 and 84 closed out, a net change of +50 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $914M added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $825M sold.

Based on aggregated 13F filings for Q4 2018.