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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
KJWM
801
Kiley Juergens Wealth Management
Washington
– -$213K -1,854 Closed
EWM
802
Empirical Wealth Management
Washington
– -$213K -1,853 Closed
CWM
803
Calamos Wealth Management
Illinois
– -$212K -1,845 Closed
CIC
804
Carnegie Investment Counsel
Ohio
– -$206K -1,841 Closed
GC
805
Grimes & Company
Massachusetts
– -$211K -1,835 Closed
FF
806
Fluent Financial
Texas
– -$202K -1,757 Closed
CPIG
807
Chicago Partners Investment Group
Illinois
– -$191K -1,690 Closed
SFM
808
Signet Financial Management
New Jersey
– -$156K -1,354 Closed
PSC
809
Prentiss Smith & Co
Vermont
– -$118K -1,026 Closed
EA
810
Elm Advisors
California
– -$113K -980 Closed
SWMG
811
Signature Wealth Management Group
Georgia
– -$91K -806 Closed
GP
812
Girard Partners
Pennsylvania
– -$89K -781 Closed
MWPCG
813
Measured Wealth Private Client Group
New Hampshire
– -$75K -653 Closed
RIM
814
Rampart Investment Management
Connecticut
– -$68.5K -596 Closed
SA
815
SRH Advisors
Kansas
– -$52K -452 Closed
PMFA
816
Plante Moran Financial Advisors
Michigan
– -$50K -431 Closed
WF
817
WealthTrust Fairport
Ohio
– -$45K -388 Closed
AA
818
Advisory Alpha
Michigan
– -$39K -341 Closed
RMC
819
Resources Management Corp
Connecticut
– -$35K -312 Closed
MPIA
820
Mountain Pacific Investment Advisers
Idaho
– -$36K -310 Closed
JFA
821
JNBA Financial Advisors
Minnesota
– -$30K -262 Closed
WC
822
Whitney & Co
New York
– -$24K -212 Closed
ML
823
McAdam LLC
Pennsylvania
– -$23K -197 Closed
FFW
824
Fusion Family Wealth
New York
– -$22K -191 Closed
JWA
825
JFS Wealth Advisors
Pennsylvania
– -$21K -187 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.