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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

752 hedge funds and large institutions have $27.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 290 increasing their positions, 222 reducing their positions, and 49 closing their positions.

Holders
752
Holders Change
+75
Holders Change %
+11.08%
% of All Funds
17.08%
Holding in Top 10
87
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.98%
New
128
Increased
290
Reduced
222
Closed
49
Calls
$195M
Puts
$212M
Net Calls
-$17M
Net Calls Change
+$50.7M

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.09B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$760M
3
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$591M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$422M
5
Morgan Stanley
5
Morgan Stanley
New York
$766M

Top Sellers

1
TIAAOA
1
Teachers Insurance & Annuity Association of America
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$41.6M
4
Citigroup
4
Citigroup
New York
$107M
5
SIM
5
Sentry Investment Management
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
276
Coldstream Capital Management
Washington
$2.56M 21,060 -8,718 -29%
FA
277
Forefront Analytics
Pennsylvania
$2.56M 21,064 +21,064 New
HIM
278
Hillsdale Investment Management
Ontario, Canada
$2.55M 21,000 – –
APA
279
American Portfolios Advisors
New York
$2.53M 20,823 +20,823 New
Baird Financial Group
280
Baird Financial Group
Wisconsin
$2.52M 20,758 +2,136 +11%
TPWA
281
TRUE Private Wealth Advisors
Oregon
$2.5M 20,545 -5,985 -23%
CFG
282
Citizens Financial Group
Rhode Island
$2.48M 20,376 +2,433 +14%
TNBTD
283
Trustmark National Bank Trust Department
Mississippi
$2.46M 20,204 -181 -0.9%
KWMG
284
King Wealth Management Group
Florida
$2.45M 20,393 +708 +4%
MTB
285
Mizuho Trust & Banking
Japan
$2.43M 20,000 +20,000 New
AP
286
Agilis Partners
Massachusetts
$2.4M 19,725 – –
California Public Employees Retirement System
287
California Public Employees Retirement System
California
$2.4M 19,723 +19,723 New
SHIM
288
Stone House Investment Management
Pennsylvania
$2.4M 19,712 -9,228 -32%
PA
289
Probity Advisors
Texas
$2.34M 19,218 +4,847 +34%
PA
290
PFG Advisors
Arizona
$2.3M 18,955 +18,955 New
WI
291
WrapManager Inc
California
$2.26M 18,608 -202 -1%
WIA
292
Wealthstreet Investment Advisors
Texas
$2.24M 18,449 +18,449 New
BOTW
293
Bank of the West
California
$2.22M 18,226 +174 +1%
SSWM
294
Sheets Smith Wealth Management
North Carolina
$2.2M 18,064 +745 +4%
USAA
295
United Services Automobile Association
Texas
$2.16M 17,744 -645 -4%
RC
296
Roundview Capital
New Jersey
$2.13M 17,556 +1 +0%
SWM
297
SeaCrest Wealth Management
New York
$2.11M 17,337 +17,337 New
KFC
298
Klingenstein Fields & Co
New York
$2.1M 17,240 – –
WS
299
Wela Strategies
Georgia
$2.07M 17,010 +66 +0.4%
BL
300
BCWM LLC
Kansas
$2.05M 16,887 +75 +0.4%
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