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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 %
LWM
826
Lenox Wealth Management
Ohio
$79K -$33.8K -263 -30%
AIP
827
Ameritas Investment Partners
Nebraska
$78K -$1.27K -10 -2%
NG
828
NWK Group
California
$78K +$78K +608 New
SC
829
Stratford Consulting
Texas
$77K +$77K +602 New
RE
830
RBC Europe
United Kingdom
$76.1K – – –
CIR
831
Clear Investment Research
Georgia
$76K +$1.41K +11 +2%
LWA
832
Lenox Wealth Advisors
New York
$72K +$31K +242 +76%
AAM
833
Advisors Asset Management
Colorado
$72K +$72K +566 New
IA
834
Independence Advisors
Pennsylvania
$71K +$71K +551 New
CWA
835
Core Wealth Advisors
Florida
$68K +$68K +529 New
OAM
836
Oppenheimer Asset Management
New York
$67K +$3.84K +30 +6%
AA
837
Ancora Advisors
Ohio
$67K +$67K +524 New
BAM
838
BTS Asset Management
Massachusetts
$65K – – –
PCA
839
Peddock Capital Advisors
Massachusetts
$65K +$65K +505 New
BWM
840
Baystate Wealth Management
Massachusetts
$65K +$65K +509 New
IWP
841
IAG Wealth Partners
Wisconsin
$60K +$60K +465 New
EWM
842
EPG Wealth Management
Georgia
$60K +$60K +469 New
BW
843
Bison Wealth
Georgia
$60K +$60K +470 New
MF
844
Manchester Financial
California
$60K +$60K +470 New
IFWM
845
Institute for Wealth Management
Colorado
$58K +$58K +456 New
TF
846
TimeScale Financial
Massachusetts
$57K – – –
OSNBOA
847
Old Second National Bank of Aurora
Illinois
$54K – – –
ACA
848
Aptus Capital Advisors
Alabama
$54K +$1.64K +13 +3%
FANJ
849
Financial Architects (New Jersey)
New Jersey
$53K – – –
MWP
850
Meridian Wealth Partners
Pennsylvania
$53K +$53K +416 New
32 33
34
35 36