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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

708 hedge funds and large institutions have $26.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 278 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-15
Holders Change %
-2.07%
% of All Funds
16.21%
Holding in Top 10
75
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.94%
% of All Funds
1.72%
New
49
Increased
278
Reduced
256
Closed
59
Calls
$209M
Puts
$1.46B
Net Calls
-$1.25B
Net Calls Change
-$1.14B

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.59B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.11B
3
DILIC
3
Dai-ichi Life Insurance Company
Japan
$524M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$300M
5
AIMU
5
Allianz Investment Management US
Minnesota
$888M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.1B
2
TA
2
Teachers Advisors
New York
$0
3
BlackRock
3
BlackRock
New York
$1.77B
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$2.51B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$8.25M -$3.7M -32,213 -31%
NSLI
152
Nan Shan Life Insurance
Taiwan
$8.1M – – –
MIFH
153
Migdal Insurance & Financial Holdings
Israel
$8.09M -$365K -3,181 -4%
OIA
154
Optimum Investment Advisors
Illinois
$8.04M -$117K -1,018 -1%
1IA
155
1834 Investment Advisors
Wisconsin
$8.02M -$392K -3,410 -5%
UR
156
USCA RIA
Texas
$7.97M -$1.23M -10,744 -13%
SI
157
Stephens Inc
Arkansas
$7.72M +$755K +6,571 +11%
SHIM
158
Stone House Investment Management
Pennsylvania
$7.72M +$2.58M +22,408 +50%
TCM
159
Towercrest Capital Management
Pennsylvania
$7.68M +$653K +5,685 +9%
SS
160
Simplicity Solutions
Minnesota
$7.65M +$7.4M +64,359 +2,960%
PA
161
Planning Alternatives
Michigan
$7.62M -$612K -5,325 -7%
EWF
162
Epstein & White Financial
California
$7.53M +$6.95M +60,372 +1,202%
SAM
163
Securian Asset Management
Minnesota
$7.45M – – –
ACA
164
Anchor Capital Advisors
Massachusetts
$7.36M -$940K -8,175 -11%
IFS
165
Ifrah Financial Services
Arkansas
$7.27M +$66.8K +581 +0.9%
NA
166
NewEdge Advisors
Louisiana
$7.07M +$2.37M +20,638 +51%
IWC
167
Integrated Wealth Concepts
Massachusetts
$7.03M +$5.79M +50,628 +468%
HCM
168
Hudson Capital Management
New Jersey
$6.8M +$174K +1,513 +3%
BF
169
BOK Financial
Oklahoma
$6.56M -$112K -972 -2%
Renaissance Technologies
170
Renaissance Technologies
New York
$6.44M -$3.87M -33,700 -38%
IA
171
IFP Advisors
Florida
$6.35M -$324K -2,821 -5%
SWP
172
Stratos Wealth Partners
Ohio
$6.32M +$50.2K +437 +0.8%
KCM
173
Karp Capital Management
California
$6.16M +$1.04M +9,017 +20%
BAC
174
Boys Arnold & Co
North Carolina
$5.92M +$110K +965 +2%
SCA
175
Snowden Capital Advisors
New York
$5.89M +$293K +2,550 +5%
5 6
7
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