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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
1
Nuveen Asset Management
Illinois
$1.03B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$591M
3
Goldman Sachs
3
Goldman Sachs
New York
$833M
4
SMFG
4
Sumitomo Mitsui Financial Group
Japan
$330M
5
AB
5
Aozora Bank
Japan
$262M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$707M
2
AIMU
2
Allianz Investment Management US
Minnesota
$747M
3
Wells Fargo
3
Wells Fargo
California
$509M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$391M
5
Jane Street
5
Jane Street
New York
$56.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
151
First Allied Advisory Services
California
$13.5M -$1.18M -9,255 -8%
SCM
152
SCS Capital Management
Massachusetts
$13.4M +$481K +3,759 +4%
JWM
153
JGP Wealth Management
Oregon
$13.4M +$435K +3,395 +3%
AFS
154
Aft Forsyth & Sober
Florida
$13M +$13M +101,890 New
FAT
155
First American Trust
California
$13M -$321K -2,506 -2%
AIA
156
Avalon Investment & Advisory
Texas
$12.9M +$435K +3,397 +3%
CS
157
Credit Suisse
Switzerland
$12.1M -$183M -1,427,195 -94%
TCM
158
Twele Capital Management
Minnesota
$12M +$997K +7,790 +9%
SEI Investments
159
SEI Investments
Pennsylvania
$11.8M +$84.4K +659 +0.7%
PCM
160
Prelude Capital Management
New York
$11.6M -$11.2M -87,545 -49%
SAM
161
Securian Asset Management
Minnesota
$11.5M +$3.22M +25,200 +39%
RWP
162
RWA Wealth Partners
Massachusetts
$11.5M +$628K +4,907 +6%
TIA
163
Traphagen Investment Advisors
New Jersey
$11.2M -$57.6K -450 -0.5%
HighTower Advisors
164
HighTower Advisors
Illinois
$11.2M -$1.9M -14,844 -15%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$10.8M +$2.42M +18,922 +29%
V
166
Veritable
Delaware
$10.7M +$128 +1 +0%
IAA
167
Independent Advisor Alliance
North Carolina
$10.7M +$10.7M +83,681 New
AWM
168
Avior Wealth Management
Nebraska
$10.6M -$1.27M -9,941 -11%
Impax Asset Management Group
169
Impax Asset Management Group
United Kingdom
$10.6M -$2.56M -20,000 -20%
FIMS
170
FBL Investment Management Services
Iowa
$10.5M – – –
Franklin Resources
171
Franklin Resources
California
$10.3M +$138K +1,082 +1%
MPW
172
MA Private Wealth
California
$10.3M -$760K -5,937 -7%
First Trust Advisors
173
First Trust Advisors
Illinois
$10.3M +$166K +1,301 +2%
NM
174
NWI Management
New York
$10.2M +$10.2M +80,000 New
Squarepoint
175
Squarepoint
New York
$10.2M -$12M -93,682 -54%
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