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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

723 hedge funds and large institutions have $25.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
-19
Holders Change %
-2.56%
% of All Funds
16.57%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
1.54%
New
60
Increased
237
Reduced
311
Closed
70
Calls
$311M
Puts
$420M
Net Calls
-$109M
Net Calls Change
+$510M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.65B
2
BlackRock
BlackRock
New York
$1.97B
3
Ameriprise
Ameriprise
Minnesota
$806M
4
TA
Teachers Advisors
New York
$275M
5
AIMU
Allianz Investment Management US
Minnesota
$641M

Top Sellers

1
FCFS
First Command Financial Services
Texas
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$218M
3
IA
IndexIQ Advisors
New York
$72.3M
4
UBS AM
UBS AM
Illinois
$103M
5
FWIA
Fort Washington Investment Advisors
Ohio
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
351
Clear Harbor Asset Management
Connecticut
$1M +$229 +2 +0%
WAM
352
Wealthspire Advisors (Maryland)
Maryland
$984K -$91.9K -802 -9%
GA
353
Greytown Advisors
Florida
$974K – – –
NSIM
354
North Star Investment Management
Illinois
$968K +$99.5K +868 +11%
GFPC
355
Global Financial Private Capital
Florida
$964K +$199K +1,740 +26%
Asset Management One
356
Asset Management One
Japan
$942K – – –
LP
357
LGL Partners
Pennsylvania
$925K +$279K +2,438 +43%
BWM
358
BerganKDV Wealth Management
Minnesota
$924K +$458 +4 +0%
CNB
359
Camden National Bank
Maine
$918K +$918K +8,012 New
MFW
360
Mosaic Family Wealth
Missouri
$905K -$116K -1,009 -11%
HA
361
Hays Advisory
Tennessee
$894K -$49.2K -429 -5%
WP
362
WealthShield Partners
North Carolina
$872K -$64.5K -563 -7%
TAM
363
Tyers Asset Management
Texas
$844K -$184K -1,606 -18%
MAS
364
Madden Advisory Services
Florida
$842K -$56.2K -491 -6%
JCM
365
Jacobi Capital Management
Pennsylvania
$838K +$88.9K +776 +12%
AAA
366
Adams Asset Advisors
Texas
$830K -$1.6K -14 -0.2%
VC
367
Vicus Capital
Pennsylvania
$829K -$122K -1,066 -13%
PWS
368
Paragon Wealth Strategies
Florida
$823K +$823K +7,183 New
PCM
369
Parsons Capital Management
Rhode Island
$802K -$6.99K -61 -0.9%
CP
370
Coho Partners
Pennsylvania
$796K – – –
NAM
371
NTV Asset Management
West Virginia
$782K -$178K -1,550 -19%
SAM
372
Shamrock Asset Management
Texas
$778K -$1.17M -10,166 -60%
GCA
373
Gradient Capital Advisors
California
$774K -$70.2K -613 -8%
SPIA
374
Steward Partners Investment Advisory
New York
$770K -$396K -3,461 -34%
AWA
375
Arete Wealth Advisors
Illinois
$754K +$294K +2,565 +64%
13 14
15
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