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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 %
FFA
801
Fragasso Financial Advisors
Pennsylvania
– -$564K -4,996 Closed
WIC
802
Woodmont Investment Counsel
Tennessee
– -$530K -4,700 Closed
AB
803
AT Bancorp
Iowa
– -$484K -4,294 Closed
TF
804
Tompkins Financial
New York
– -$461K -4,085 Closed
AIIMS
805
Analyst IMS Investment Management Services
Israel
– -$449 -3,980 Closed
QAM
806
Questar Asset Management
Minnesota
– -$413K -3,659 Closed
ACM
807
Ashford Capital Management
Delaware
– -$411K -3,644 Closed
CC
808
Cognios Capital
Kansas
– -$402K -3,569 Closed
AAS
809
Annex Advisory Services
Wisconsin
– -$399K -3,535 Closed
BAS
810
Brown Advisory Securities
Maryland
– -$395K -3,481 Closed
TMC
811
Trellus Management Company
Florida
– -$382K -3,386 Closed
MWM
812
MinichMacGregor Wealth Management
New York
– -$406K -3,345 Closed
FCCM
813
First City Capital Management
Georgia
– -$346K -3,064 Closed
CIA
814
Choate Investment Advisors
Massachusetts
– -$342K -3,029 Closed
CGH
815
Crossmark Global Holdings
Texas
– -$321K -2,848 Closed
DJSG
816
D.J. St. Germain
Massachusetts
– -$320K -2,840 Closed
PGFC
817
Peapack-Gladstone Financial Corp
New Jersey
– -$314K -2,791 Closed
PFS
818
Prospera Financial Services
Texas
– -$306K -2,704 Closed
BMM
819
Berkshire Money Management
Massachusetts
– -$303K -2,690 Closed
BCM
820
Bayesian Capital Management
New York
– -$288K -2,554 Closed
CRC
821
Curi RMB Capital
Illinois
– -$275K -2,441 Closed
PFA
822
Pettinga Financial Advisors
Indiana
– -$252K -2,230 Closed
ACM
823
Allred Capital Management
Texas
– -$249K -2,214 Closed
S
824
Surevest
California
– -$205K -1,820 Closed
IAA
825
Independent Advisor Alliance
North Carolina
– -$211K -1,815 Closed
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