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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 %
SAS
376
Sage Advisory Services
Texas
$842K +$842K +7,169 New
ASN
377
Advisory Services Network
Georgia
$837K -$736K -6,269 -47%
PCM
378
Parsons Capital Management
Rhode Island
$829K -$65.4K -557 -7%
MSAM
379
Moloney Securities Asset Management
Missouri
$827K -$195K -1,658 -19%
DIA
380
Denver Investment Advisors
Colorado
$819K -$239K -2,032 -23%
CP
381
Coho Partners
Pennsylvania
$816K – – –
CTA
382
Chesley Taft & Associates
Illinois
$797K – – –
RCAG
383
Rehmann Capital Advisory Group
Michigan
$795K +$9.04K +77 +1%
1SB
384
1ST Source Bank
Indiana
$788K -$470 -4 -0.1%
GFPC
385
Global Financial Private Capital
Florida
$784K -$392K -3,341 -33%
LFS
386
Lutz Financial Services
Nebraska
$770K -$21.4K -182 -3%
GHCM
387
Glen Harbor Capital Management
California
$766K – – –
FPCG
388
Fort Pitt Capital Group
Pennsylvania
$766K +$66.6K +567 +10%
JCM
389
Jacobi Capital Management
Pennsylvania
$765K +$198K +1,691 +35%
HTC
390
Haverford Trust Company
Pennsylvania
$757K +$7.63K +65 +1%
CAMG
391
CWA Asset Management Group
Florida
$757K +$555K +4,734 +276%
WS
392
Wedbush Securities
California
$756K -$337K -2,873 -31%
MAP
393
Milestone Advisory Partners
North Carolina
$747K – – –
FC
394
FCA Corp
Texas
$739K +$165K +1,404 +29%
CA
395
Calton & Associates
Florida
$738K -$513K -4,371 -41%
FNT
396
First National Trust
Pennsylvania
$736K -$206K -1,758 -22%
LPIC
397
LeJeune Puetz Investment Counsel
Michigan
$731K -$87.9K -749 -11%
TYCC
398
Texas Yale Capital Corp
Florida
$701K – – –
IHL
399
Investment House LLC
California
$698K +$19.9K +170 +3%
NL
400
NWAM LLC
Washington
$697K +$697K +5,937 New
14 15
16
17 18