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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

775 hedge funds and large institutions have $27B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 254 increasing their positions, 298 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+26
Holders Change %
+3.47%
% of All Funds
16.8%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.8%
New
104
Increased
254
Reduced
298
Closed
68
Calls
$639M
Puts
$1.52B
Net Calls
-$883M
Net Calls Change
-$104M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$815M
2
CC
CQS Cayman
Cayman Islands
$810M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.05B
4
Morgan Stanley
Morgan Stanley
New York
$823M
5
Wells Fargo
Wells Fargo
California
$531M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$3.38B
3
AIMU
Allianz Investment Management US
Minnesota
$463M
4
CI
Cigna Investments
Connecticut
$0
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Advisornet Financial
Minnesota
$5.19M +$1.18M +9,885 +29%
Axa
202
Axa
France
$5.18M +$5.18M +43,530 New
SCM
203
SCS Capital Management
Massachusetts
$5.15M -$12.5M -104,962 -71%
LFG
204
LifePlan Financial Group
Ohio
$5.03M +$515K +4,326 +11%
VCM
205
Vision Capital Management
Oregon
$5.01M +$483K +4,060 +11%
TCM
206
Towercrest Capital Management
Pennsylvania
$4.99M +$9.52K +80 +0.2%
SA
207
Sunesis Advisors
Kansas
$4.9M – – –
SHJ
208
Sharkey, Howes & Javer
Colorado
$4.79M +$4.79M +40,211 New
FAIM
209
Financial Advocates Investment Management
Washington
$4.72M +$153K +1,285 +3%
JIP
210
Jaffetilchin Investment Partners
Florida
$4.72M +$4.36M +36,635 +1,231%
TIM
211
Total Investment Management
Arizona
$4.62M +$735K +6,178 +19%
CFS
212
Cannon Financial Strategists
Georgia
$4.62M +$4.62M +38,821 New
CCM
213
Condor Capital Management
New Jersey
$4.55M +$36.8K +309 +0.8%
BBA
214
BLB&B Advisors
Pennsylvania
$4.55M +$441K +3,704 +11%
CS
215
Comerica Securities
Michigan
$4.33M -$725K -6,086 -14%
HIIFS
216
Harel Insurance Investments & Financial Services
Israel
$4.32M – – –
SI
217
Stephens Inc
Arkansas
$4.27M +$173K +1,451 +4%
SPIA
218
Steward Partners Investment Advisory
New York
$4.08M +$495K +4,160 +14%
SCA
219
Snowden Capital Advisors
New York
$3.99M -$676K -5,682 -14%
NSB
220
Norway Savings Bank
Maine
$3.97M -$273K -2,296 -6%
WCM
221
Windsor Capital Management
Arizona
$3.96M -$171K -1,433 -4%
CFG
222
Citizens Financial Group
Rhode Island
$3.93M +$96.4K +810 +3%
OWD
223
Osborn Williams & Donohoe
Ohio
$3.93M +$3.93M +33,024 New
HSA
224
HBK Sorce Advisory
Pennsylvania
$3.9M -$78.3K -658 -2%
American Century Companies
225
American Century Companies
Missouri
$3.89M +$3.89M +32,684 New
7 8
9
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