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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
$591M
3
Goldman Sachs
Goldman Sachs
New York
$833M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
$330M
5
AB
Aozora Bank
Japan
$262M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$707M
2
AIMU
Allianz Investment Management US
Minnesota
$747M
3
Wells Fargo
Wells Fargo
California
$509M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$391M
5
Jane Street
Jane Street
New York
$56.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
876
FSA Wealth Management
Massachusetts
$29K +$29K +230 New
AWA
877
Arkadios Wealth Advisors
Georgia
$28.6K +$28.6K +219 New
CDIA
878
Capital Directions Investment Advisors
Georgia
$28K +$28K +216 New
VRM
879
Vectors Research Management
New York
$27K +$15.4K +121 +133%
PWP
880
Personal Wealth Partners
Minnesota
$26K – – –
GAM
881
Gemmer Asset Management
California
$25K +$255 +2 +1%
TIM
882
Tortoise Investment Management
New York
$25K +$12.2K +96 +96%
KFS
883
Kelly Financial Services
Massachusetts
$21.1K – – –
TFA
884
Toth Financial Advisory
Virginia
$21K – – –
BWA
885
Burt Wealth Advisors
Maryland
$21K – – –
PK
886
Pflug Koory
Nebraska
$21K – – –
PIA
887
Powell Investment Advisors
Florida
$21K +$21K +165 New
APC
888
Aspire Private Capital
North Carolina
$20K -$90.3K -722 -82%
SWM
889
Selective Wealth Management
Virginia
$20K – – –
FMTCOCP
890
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K – – –
ACM
891
Anfield Capital Management
California
$19K +$19K +143 New
APWM
892
Atlas Private Wealth Management
New York
$19K +$19K +145 New
SAM
893
S.A. Mason
Michigan
$19K +$19K +150 New
GDP
894
Great Diamond Partners
Maine
$19K +$19K +150 New
AAMA
895
Advanced Asset Management Advisors
Ohio
$19K +$19K +150 New
AIL
896
AGF Investments LLC
Ontario, Canada
$18K -$8.54K -65 -32%
GIP
897
Granite Investment Partners
California
$18K +$18K +135 New
LIA
898
LS Investment Advisors
Michigan
$18K +$18K +140 New
RMAM
899
Raab & Moskowitz Asset Management
New Jersey
$16K +$16K +130 New
CA
900
Crewe Advisors
Utah
$15K +$15K +116 New
34 35
36
37 38