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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 %
NA
976
Navellier & Associates
Nevada
– -$351K -2,757 Closed
PSP
977
Principal Street Partners
Tennessee
– -$332K -2,604 Closed
PFBT
978
Parkside Financial Bank & Trust
Missouri
– -$319K -2,500 Closed
PFA
979
Pettinga Financial Advisors
Indiana
– -$305K -2,390 Closed
RWA
980
Ropes Wealth Advisors
Massachusetts
– -$277K -2,172 Closed
LRIA
981
Leonard Rickey Investment Advisors
Washington
– -$242K -1,898 Closed
ACP
982
Arcus Capital Partners
Georgia
– -$241K -1,887 Closed
Principal Financial Group
983
Principal Financial Group
Iowa
– -$238K -1,866 Closed
UFF
984
USA Financial Formulas
Michigan
– -$233K -1,831 Closed
SPL
985
Smart Portfolios LLC
Washington
– -$229K -1,822 Closed
CWA
986
Clarus Wealth Advisors
Arizona
– -$215K -1,685 Closed
AC
987
Avestar Capital
New York
– -$211K -1,655 Closed
CWM
988
CCG Wealth Management
California
– -$207K -1,621 Closed
PCM
989
Peak Capital Management
Colorado
– -$194K -1,526 Closed
TF
990
TLWM Financial
Texas
– -$179K -1,414 Closed
GWAG
991
Garrett Wealth Advisory Group
Texas
– -$166K -1,306 Closed
CPA
992
Capital Planning Advisors
California
– -$147K -1,150 Closed
PCM
993
Penserra Capital Management
California
– -$122K -962 Closed
EW
994
Evoke Wealth
California
– -$114K -895 Closed
APW
995
Acima Private Wealth
Virginia
– -$62K -493 Closed
SIAS
996
Shine Investment Advisory Services
Colorado
– -$51K -400 Closed
HS
997
Horan Securities
United States
– -$43K -340 Closed
JWM
998
Janiczek Wealth Management
Colorado
– -$42K -333 Closed
RP
999
Rice Partnership
Hawaii
– -$39K -309 Closed
BBHC
1000
Brown Brothers Harriman & Co
New York
– -$38K -300 Closed
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