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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 %
OCM
851
Oakwood Capital Management
California
– -$615K -4,945 Closed
CIM
852
Confluence Investment Management
Missouri
– -$553K -4,449 Closed
TPCM
853
Three Peaks Capital Management
Colorado
– -$519K -4,175 Closed
BWAM
854
Boyd Watterson Asset Management
Ohio
– -$488K -3,921 Closed
RMC
855
Regis Management Company
California
– -$441K -3,548 Closed
FNT
856
First National Trust
Pennsylvania
– -$399K -3,209 Closed
TI
857
Truepoint Inc
Ohio
– -$366K -2,945 Closed
HIM
858
Hanlon Investment Management
New Jersey
– -$364K -2,924 Closed
HL
859
HeadInvest LLC
Maine
– -$332K -2,669 Closed
OFG
860
OmniStar Financial Group
North Carolina
– -$319K -2,567 Closed
JIC
861
Johnson Investment Counsel
Ohio
– -$259K -2,089 Closed
CFG
862
Cooper Financial Group
California
– -$242K -1,943 Closed
PMG
863
ProVise Management Group
Florida
– -$239K -1,924 Closed
1WA
864
180 Wealth Advisors
Washington
– -$227K -1,819 Closed
WAM
865
Wolverine Asset Management
Illinois
– -$223K -1,800 Closed
PGA
866
Premia Global Advisors
Florida
– -$223K -1,799 Closed
CW
867
CreativeOne Wealth
Kansas
– -$221K -1,781 Closed
BO
868
Bank OZK
Arkansas
– -$212K -1,707 Closed
SCM
869
Symons Capital Management
Pennsylvania
– -$204K -1,636 Closed
HPWM
870
Highland Private Wealth Management
Washington
– -$202K -1,623 Closed
CAL
871
Capital Advisors Ltd
Ohio
– -$154K -1,237 Closed
BBA
872
Braun-Bostich & Associates
Pennsylvania
– -$81K -654 Closed
MF
873
Manchester Financial
California
– -$77K -617 Closed
CBT
874
Capital Bank & Trust
California
– -$72K -580 Closed
AWM
875
Apollon Wealth Management
South Carolina
– -$69K -554 Closed
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