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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 %
HS
351
Horan Securities
United States
$1M +$114K +974 +13%
GA
352
Greytown Advisors
Florida
$998K +$998K +8,500 New
LNC
353
Lincoln National Corp
Pennsylvania
$991K -$724K -6,163 -42%
SFS
354
Sowell Financial Services
Arkansas
$985K -$2.5M -21,860 -72%
NAM
355
NTV Asset Management
West Virginia
$983K -$188K -1,600 -16%
BP
356
Ballentine Partners
Massachusetts
$978K -$89.2K -760 -8%
VC
357
Vicus Capital
Pennsylvania
$975K +$199K +1,699 +26%
BIAS
358
Beacon Investment Advisory Services
New Jersey
$968K -$2.34M -19,901 -71%
HA
359
Hays Advisory
Tennessee
$966K -$310K -2,642 -24%
Asset Management One
360
Asset Management One
Japan
$965K -$112M -951,820 -99%
WP
361
WealthShield Partners
North Carolina
$960K +$25K +213 +3%
TSS
362
Two Sigma Securities
New York
$957K +$957K +8,155 New
WI
363
Wintrust Investments
Illinois
$956K +$362K +3,087 +61%
DAS
364
Dynamic Advisor Solutions
Arizona
$953K +$614K +5,229 +181%
BWM
365
BerganKDV Wealth Management
Minnesota
$946K +$40.7K +347 +4%
HIC
366
Holderness Investments Company
North Carolina
$937K -$22.4K -191 -2%
MAS
367
Madden Advisory Services
Florida
$920K +$116K +988 +14%
EAMA
368
EFG Asset Management (Americas)
Florida
$900K -$337K -2,877 -27%
NSIM
369
North Star Investment Management
Illinois
$890K -$477K -4,063 -35%
PAM
370
Palisade Asset Management
Minnesota
$875K +$39.7K +338 +5%
SBL
371
Sargent Bickham Lagudis
Colorado
$867K -$2.06M -17,514 -70%
GCA
372
Gradient Capital Advisors
California
$865K -$12K -102 -1%
PFS
373
Prospera Financial Services
Texas
$858K -$65.6K -562 -7%
AAA
374
Adams Asset Advisors
Texas
$852K +$643K +5,479 +307%
RCM
375
Riverhead Capital Management
Delaware
$848K – – –
13 14
15
16 17