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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

775 hedge funds and large institutions have $27B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 254 increasing their positions, 298 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+26
Holders Change %
+3.47%
% of All Funds
16.8%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.8%
New
104
Increased
254
Reduced
298
Closed
68
Calls
$639M
Puts
$1.52B
Net Calls
-$883M
Net Calls Change
-$104M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$815M
2
CC
CQS Cayman
Cayman Islands
$810M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.05B
4
Morgan Stanley
Morgan Stanley
New York
$823M
5
Wells Fargo
Wells Fargo
California
$531M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$3.38B
3
AIMU
Allianz Investment Management US
Minnesota
$463M
4
CI
Cigna Investments
Connecticut
$0
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
776
Context Capital Management
California
$762 – – –
Koshinski Asset Management
777
Koshinski Asset Management
Illinois
$684 +$684 +5,749 New
TWM
778
Titus Wealth Management
California
$373 -$140 -1,175 -27%
LMGAM
779
Liberty Mutual Group Asset Management
Massachusetts
– -$493M -4,373,408 Closed
CI
780
Cigna Investments
Connecticut
– -$377M -3,339,000 Closed
BCM
781
BlueCrest Capital Management
Jersey
– -$39.5M -350,000 Closed
SIAM
782
Sterling Investment Advisors (Missouri)
Missouri
– -$11M -97,585 Closed
ONB
783
Old National Bancorp
Indiana
– -$9.99M -88,509 Closed
EWA
784
Evolution Wealth Advisors
Florida
– -$8.48M -75,175 Closed
TWM
785
Tolleson Wealth Management
Texas
– -$6.56M -58,121 Closed
HI
786
Horizon Investments
North Carolina
– -$3.82M -33,857 Closed
MTB
787
Mizuho Trust & Banking
Japan
– -$3.39M -30,000 Closed
PA
788
Planning Alternatives
Michigan
– -$2.77M -24,510 Closed
BP
789
Ballentine Partners
Massachusetts
– -$2.03M -17,956 Closed
BB
790
Busey Bank
Illinois
– -$1.81M -16,040 Closed
LFASL
791
Lugano Financial Advisors SA (LFA)
Switzerland
– -$1.73M -15,040 Closed
MC
792
Muzinich & Co
New York
– -$1.53M -13,588 Closed
Natixis Advisors
793
Natixis Advisors
Massachusetts
– -$1.44M -12,768 Closed
Legal & General Group
794
Legal & General Group
United Kingdom
– -$1.3M -11,520 Closed
SAMC
795
Spectrum Asset Management (Connecticut)
Connecticut
– -$1.26M -11,203 Closed
BAM
796
Belpointe Asset Management
Nevada
– -$1.14M -10,061 Closed
VIA
797
Virtus Investment Advisers
Connecticut
– -$993K -8,805 Closed
HF
798
HRT Financial
New York
– -$908K -8,049 Closed
FIA
799
FNY Investment Advisers
New York
– -$902K -8,000 Closed
BS
800
Banco Santander
Spain
– -$666K -5,920 Closed
30 31
32
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