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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.

New
Increased
Maintained
Reduced
Closed
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
Guggenheim Capital
Illinois
$1.09B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$760M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$591M
4
Morgan Stanley
Morgan Stanley
New York
$766M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$187M

Top Sellers

1
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$41.6M
4
Citigroup
Citigroup
New York
$107M
5
SIM
Sentry Investment Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
401
Riverhead Capital Management
Delaware
$878K -$729K -6,000 -45%
IA
402
IFG Advisory
Georgia
$878K +$878K +7,697 New
PAM
403
Palisade Asset Management
Minnesota
$865K +$865K +7,115 New
IWM
404
IHT Wealth Management
Illinois
$850K +$74K +612 +10%
AW
405
ACG Wealth
Georgia
$849K -$85.2K -701 -9%
LPIC
406
LeJeune Puetz Investment Counsel
Michigan
$848K +$243 +2 +0%
CP
407
Coho Partners
Pennsylvania
$845K – – –
WWM
408
Willingdon Wealth Management
North Carolina
$841K +$93.7K +771 +13%
MAS
409
Madden Advisory Services
Florida
$833K +$327K +2,687 +64%
AIIMS
410
Analyst IMS Investment Management Services
Israel
$830K +$6.81K +56 +0.8%
CTA
411
Chesley Taft & Associates
Illinois
$825K -$3.04K -25 -0.4%
MLM
412
Mount Lucas Management
Pennsylvania
$822K +$3.89K +32 +0.5%
LFS
413
Lutz Financial Services
Nebraska
$819K +$819K +6,741 New
HCA
414
Harbour Capital Advisors
Virginia
$817K -$128K -1,050 -14%
1SB
415
1ST Source Bank
Indiana
$816K -$253K -2,080 -24%
SPIA
416
Steward Partners Investment Advisory
New York
$816K +$46.4K +382 +6%
RCAG
417
Rehmann Capital Advisory Group
Michigan
$814K +$4.01K +33 +0.5%
NFG
418
Next Financial Group
Texas
$809K +$48.3K +397 +6%
VC
419
Vicus Capital
Pennsylvania
$803K -$66.4K -546 -8%
JG
420
Jefferies Group
New York
$802K +$802K +6,600 New
GHCM
421
Glen Harbor Capital Management
California
$794K -$662K -5,440 -45%
HTC
422
Haverford Trust Company
Pennsylvania
$776K – – –
MAP
423
Milestone Advisory Partners
North Carolina
$774K +$774K +6,366 New
SXL
424
Summit X LLC
Missouri
$759K -$464K -3,901 -38%
CB
425
Chemical Bank
Michigan
$750K +$49.2K +405 +7%
15 16
17
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