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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

749 hedge funds and large institutions have $23.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 188 increasing their positions, 317 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+41
Holders Change %
+5.79%
% of All Funds
16.72%
Holding in Top 10
88
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.33%
% of All Funds
1.96%
New
134
Increased
188
Reduced
317
Closed
84
Calls
$885M
Puts
$1.66B
Net Calls
-$779M
Net Calls Change
+$468M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$917M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$545M
3
Ameriprise
3
Ameriprise
Minnesota
$1.09B
4
CC
4
CQS Cayman
Cayman Islands
$138M
5
SG Americas Securities
5
SG Americas Securities
New York
$134M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$737M
2
Goldman Sachs
2
Goldman Sachs
New York
$368M
3
DILIC
3
Dai-ichi Life Insurance Company
Japan
$81.1M
4
Bank of America
4
Bank of America
North Carolina
$3.63B
5
CWM
5
Cornerstone Wealth Management
Missouri
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
176
Stratos Wealth Partners
Ohio
$5.72M -$491K -4,351 -8%
FNC
177
First National Corp
Massachusetts
$5.71M +$5.71M +50,569 New
AWM
178
Avior Wealth Management
Nebraska
$5.59M +$38.1K +338 +0.7%
BHWM
179
Bar Harbor Wealth Management
New Hampshire
$5.39M -$165K -1,461 -3%
IA
180
IFP Advisors
Florida
$5.23M -$978K -8,695 -16%
BF
181
BOK Financial
Oklahoma
$5.19M -$1.25M -11,112 -19%
ECM
182
ETrade Capital Management
Virginia
$5.19M -$581K -5,152 -10%
CIBC World Market
183
CIBC World Market
Ontario, Canada
$5.11M -$432K -3,829 -8%
BAC
184
Boys Arnold & Co
North Carolina
$5.04M -$782K -6,948 -13%
WCM
185
Wunderlich Capital Managemnt
Tennessee
$4.99M -$14.4K -128 -0.3%
CS
186
Comerica Securities
Michigan
$4.79M +$406K +3,597 +9%
TCM
187
Towercrest Capital Management
Pennsylvania
$4.72M -$2.81M -24,916 -37%
SA
188
Sunesis Advisors
Kansas
$4.64M – – –
Daiwa Securities Group
189
Daiwa Securities Group
Japan
$4.6M +$271K +2,400 +6%
Neuberger Berman Group
190
Neuberger Berman Group
New York
$4.51M -$680K -6,025 -13%
CB
191
Commerce Bank
Missouri
$4.48M -$201K -1,778 -4%
SCA
192
Snowden Capital Advisors
New York
$4.42M -$1.36M -12,083 -24%
KWM
193
Kingsview Wealth Management
Oregon
$4.34M +$223K +1,981 +5%
FAIM
194
Financial Advocates Investment Management
Washington
$4.33M -$413K -3,661 -9%
VCM
195
Vision Capital Management
Oregon
$4.29M -$812K -7,193 -16%
LFG
196
LifePlan Financial Group
Ohio
$4.27M +$57.3K +508 +1%
CCM
197
Condor Capital Management
New Jersey
$4.27M +$4.27M +37,876 New
SXL
198
Summit X LLC
Missouri
$4.24M +$207K +1,833 +5%
HIIFS
199
Harel Insurance Investments & Financial Services
Israel
$4.09M +$1.07M +9,470 +35%
IWP
200
Icon Wealth Partners
Texas
$4.04M +$633K +5,615 +19%
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