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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

831 hedge funds and large institutions have $29.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 299 increasing their positions, 321 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+20
Holders Change %
+2.47%
% of All Funds
18.25%
Holding in Top 10
97
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.43%
% of All Funds
2.13%
New
81
Increased
299
Reduced
321
Closed
57
Calls
$607M
Puts
$2.21B
Net Calls
-$1.6B
Net Calls Change
-$482M

Top Buyers

1
AIMU
Allianz Investment Management US
Minnesota
$1.11B
2
Victory Capital Management
Victory Capital Management
Texas
$316M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$695M
4
SG Americas Securities
SG Americas Securities
New York
$302M
5
IG
ING Group
Netherlands
$255M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$264M
3
PP
Prudential plc
United Kingdom
$144M
4
Fisher Asset Management
Fisher Asset Management
Washington
$1.98B
5
Barclays
Barclays
United Kingdom
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
801
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K +$5.74K +47 +109%
SRC
802
Shufro Rose & Co
New York
$10K +$10K +80 New
PO
803
Private Ocean
California
$9K +$8.6K +65 +2,167%
CAGAS
804
Capital Advisory Group Advisory Services
Minnesota
$9K +$9K +72 New
RFM
805
Royal Fund Management
Florida
$9K +$9K +78 New
KWA
806
KCS Wealth Advisory
California
$8.41K +$8.41K +66 New
HGWM
807
Harvest Group Wealth Management
Massachusetts
$8K -$16.9K -125 -68%
QCIG
808
Quad-Cities Investment Group
Iowa
$8K – – –
BEI
809
Benjamin Edwards Inc
Missouri
$7K -$139K -1,152 -95%
FMII
810
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
CI
811
CX Institutional
Indiana
$7K – – –
FCMT
812
Founders Capital Management (Texas)
Texas
$7K – – –
TAIM
813
TD Ameritrade Investment Management
Nebraska
$7K +$7K +51 New
MCM
814
McMillion Capital Management
North Carolina
$6K – – –
MRCM
815
M&R Capital Management
New Jersey
$6K – – –
EI
816
Ellevest Inc
New York
$6K +$6K +49 New
WCG
817
Weaver Consulting Group
California
$4K – – –
UB
818
UMB Bank
Missouri
$3.5K -$196 -1,534 -5%
Retirement Systems of Alabama
819
Retirement Systems of Alabama
Alabama
$3K -$2.44M -16,285 -100%
AIS
820
Accurate Investment Solutions
Pennsylvania
$3K – – –
MA
821
MCF Advisors
Kentucky
$3K – – –
FWM
822
Focused Wealth Management
New York
$3K – – –
IRC
823
Investors Research Corp
Georgia
$3K – – –
GSC
824
G&S Capital
Colorado
$3K +$3K +23 New
AWM
825
AllSquare Wealth Management
New York
$3K +$3K +27 New
31 32
33
34 35