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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 %
PWM
776
Perigon Wealth Management
California
$203K +$203K +1,586 New
AC
777
Abbrea Capital
California
$203K +$203K +1,590 New
KFGK
778
Keystone Financial Group (Kentucky)
Kentucky
$202K +$202K +1,578 New
SIC
779
Samalin Investment Counsel
New York
$202K +$202K +1,583 New
FHA
780
First Horizon Advisors
Tennessee
$198K – – –
NCM
781
New Capital Management
Texas
$194K -$36.5K -285 -16%
TWA
782
TCI Wealth Advisors
Arizona
$177K +$83.4K +651 +89%
AC
783
AlphaCore Capital
California
$175K +$175K +1,364 New
MPCG
784
Matrix Private Capital Group
New York
$174K +$174K +1,358 New
Kayne Anderson Rudnick Investment Management
785
Kayne Anderson Rudnick Investment Management
California
$166K +$765 +6 +0.5%
CTC
786
Central Trust Company
Missouri
$162K – – –
Toronto Dominion Bank
787
Toronto Dominion Bank
Ontario, Canada
$162K +$162K +1,266 New
EIP
788
Ellis Investment Partners
Pennsylvania
$161K +$10.7K +84 +7%
BA
789
Ballast Advisors
Minnesota
$158K +$158K +1,237 New
FEG
790
Financial Enhancement Group
Indiana
$157K – – –
WB
791
West Bancorporation
Iowa
$155K +$155K +1,213 New
EW
792
Element Wealth
Mississippi
$152K +$152K +1,190 New
TCOV
793
Trust Company of Vermont
Vermont
$147K +$44.7K +349 +44%
MGI
794
MayTech Global Investments
New York
$141K – – –
GCM
795
Gables Capital Management
Florida
$134K – – –
PFGIA
796
Patriot Financial Group Insurance Agency
Massachusetts
$133K -$56.3K -441 -30%
AF
797
Allworth Financial
California
$133K +$22.7K +177 +21%
OSAM
798
O'Shaughnessy Asset Management
Connecticut
$132K +$132K +1,035 New
TRCT
799
Tower Research Capital (TRC)
New York
$131K +$131K +1,022 New
RWB
800
RMR Wealth Builders
New Jersey
$129K +$129K +1,009 New
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32
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