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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
+$381M
4
BlackRock
BlackRock
New York
+$176M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
+$148M

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$787M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$711M
3
DILIC
Dai-ichi Life Insurance Company
Japan
-$436M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$422M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
326
Providence Capital Advisors
North Carolina
$1.21M +$59.2K +504 +5%
Northern Trust
327
Northern Trust
Illinois
$1.21M +$97K +82,684 +9%
PFM
328
Phillips Financial Management
Indiana
$1.2M -$468K -4,002 -28%
PCM
329
Palouse Capital Management
Washington
$1.2M +$159K +1,356 +15%
SPIA
330
Steward Partners Investment Advisory
New York
$1.2M +$406K +3,463 +52%
OC
331
Oarsman Capital
Wisconsin
$1.19M -$18.9K -161 -2%
WT
332
Whittier Trust
California
$1.19M – – –
IWC
333
Integrated Wealth Concepts
Massachusetts
$1.19M +$569K +4,865 +92%
SSWM
334
Smith Salley Wealth Management
North Carolina
$1.18M +$40.6K +346 +4%
FHA
335
Flagship Harbor Advisors
Massachusetts
$1.17M +$448K +3,828 +62%
BRF
336
B. Riley Financial
California
$1.17M -$13.6K -116 -1%
CAM
337
Concorde Asset Management
Michigan
$1.17M +$671K +5,719 +135%
PA
338
Pinnacle Associates
New York
$1.14M -$2.62M -22,277 -70%
LA
339
LexAurum Advisors
Kansas
$1.13M +$85.8K +731 +8%
BWM
340
BigSur Wealth Management
Florida
$1.13M – – –
WWM
341
Willingdon Wealth Management
North Carolina
$1.11M +$301K +2,564 +37%
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$1.1M -$271K -2,309 -20%
VAM
343
Verity Asset Management
North Carolina
$1.1M -$30.1K -256 -3%
Fiera Capital (Canada)
344
Fiera Capital (Canada)
Quebec, Canada
$1.08M +$1.08M +9,223 New
FWP
345
FAS Wealth Partners
Kansas
$1.06M +$26.1K +222 +3%
PFP
346
Pinnacle Financial Partners
Tennessee
$1.06M +$151K +1,289 +17%
TAM
347
Tyers Asset Management
Texas
$1.05M – – –
MFW
348
Mosaic Family Wealth
Missouri
$1.05M +$69.3K +590 +7%
AFC
349
AFT Forsyth & Company
Florida
$1.05M -$106K -905 -9%
CHAM
350
Clear Harbor Asset Management
Connecticut
$1.03M -$47.7K -406 -4%
12 13
14
15 16