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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 %
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
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