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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

742 hedge funds and large institutions have $27B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 281 increasing their positions, 277 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
-10
Holders Change %
-1.33%
% of All Funds
17.03%
Holding in Top 10
76
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.64%
% of All Funds
1.74%
New
82
Increased
281
Reduced
277
Closed
84
Calls
$196M
Puts
$815M
Net Calls
-$619M
Net Calls Change
-$602M

Top Buyers

1
FCFS
First Command Financial Services
Texas
$1.42B
2
FCAS
First Command Advisory Services
Texas
$1.42B
3
Bank of America
Bank of America
North Carolina
$3.98B
4
BlackRock
BlackRock
New York
$1.32B
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$267M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$265M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23.4M
3
DILIC
Dai-ichi Life Insurance Company
Japan
$76.8M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
226
BLB&B Advisors
Pennsylvania
$3.25M +$173K +1,474 +6%
CLOS
227
Compagnie Lombard Odier SCmA
Switzerland
$3.24M -$892K -7,600 -22%
HSA
228
HBK Sorce Advisory
Pennsylvania
$3.23M -$1.07K -9 -0%
BI
229
Ballast Inc
Kentucky
$3.19M +$2.05M +17,475 +181%
MPPLM
230
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.17M +$88.4K +753 +3%
WA
231
WestEnd Advisors
North Carolina
$3.16M -$3.56M -30,328 -53%
PA
232
Probity Advisors
Texas
$3.15M +$894K +7,612 +40%
NEAM
233
New England Asset Management
Connecticut
$3.1M – – –
AAP
234
Arax Advisory Partners
Colorado
$3.07M -$131K -1,115 -4%
SSWM
235
Sheets Smith Wealth Management
North Carolina
$3.05M +$932K +7,937 +44%
CFG
236
Citizens Financial Group
Rhode Island
$3.04M +$647K +5,515 +27%
GC
237
Garde Capital
Washington
$3.04M -$31.1K -265 -1%
CI
238
Cambiar Investors
Colorado
$3M -$81.6K -695 -3%
AllianceBernstein
239
AllianceBernstein
Tennessee
$2.99M -$51.6K -440 -2%
HCM
240
Hollencrest Capital Management
California
$2.98M +$70.7K +602 +2%
WPC
241
White Pine Capital
Minnesota
$2.96M -$102K -873 -3%
TCM
242
Traynor Capital Management
Pennsylvania
$2.95M -$335K -2,855 -10%
BBA
243
Braun-Bostich & Associates
Pennsylvania
$2.94M -$1.65M -14,041 -36%
VF
244
Virtu Financial
New York
$2.91M +$1.07M +9,112 +58%
WB
245
WesBanco Bank
West Virginia
$2.87M +$93.5K +796 +3%
CCT
246
Country Club Trust
Missouri
$2.73M +$2.73M +23,261 New
Schroder Investment Management Group
247
Schroder Investment Management Group
United Kingdom
$2.71M -$178M -1,516,620 -99%
SWM
248
SeaCrest Wealth Management
New York
$2.69M +$657K +5,600 +32%
A
249
AdvicePeriod
California
$2.64M +$133K +1,134 +5%
CT
250
Coastline Trust
Rhode Island
$2.62M +$28.2K +240 +1%
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