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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 %
DWM
401
Darwin Wealth Management
Florida
$695K -$3.63M -31,051 -84%
WS
402
Wela Strategies
Georgia
$693K -$1.31M -11,127 -65%
Wolverine Trading
403
Wolverine Trading
Illinois
$690K +$347K +2,956 +101%
I2I
404
Insight 2811 Inc
Illinois
$686K – – –
BFC
405
Bedel Financial Consulting
Indiana
$683K +$683K +5,816 New
CB
406
Chemical Bank
Michigan
$677K -$47.5K -405 -7%
BMM
407
Berkshire Money Management
Massachusetts
$676K -$13.3M -112,974 -95%
HB
408
Homrich & Berg
Georgia
$674K -$48.5K -413 -7%
CHC
409
City Holding Co
West Virginia
$667K – – –
AW
410
ACG Wealth
Georgia
$666K -$154K -1,310 -19%
HIMC
411
Heritage Investors Management Corp
Maryland
$663K -$2K -17 -0.3%
LP
412
LGL Partners
Pennsylvania
$659K – – –
EWM
413
Evercore Wealth Management
New York
$657K – – –
KBFS
414
Kohmann Bosshard Financial Services
Ohio
$655K -$9.04K -77 -1%
GEA
415
Glen Eagle Advisors
New Jersey
$654K +$106K +907 +19%
LPT
416
Legacy Private Trust
Wisconsin
$642K -$4.09M -34,845 -86%
AA
417
Alesco Advisors
New York
$640K – – –
FPGK
418
Financial Partners Group (Kansas)
Kansas
$631K -$2.11K -18 -0.3%
AIIMS
419
Analyst IMS Investment Management Services
Israel
$625K -$175K -1,493 -22%
HWA
420
HCR Wealth Advisors
California
$624K +$181K +1,543 +41%
NCM
421
Neumann Capital Management
California
$620K +$15.1K +129 +3%
LWAC
422
Laurel Wealth Advisors (California)
California
$615K -$24.3K -207 -4%
WIC
423
Woodmont Investment Counsel
Tennessee
$610K -$38.1K -325 -6%
GRP
424
Global Retirement Partners
California
$605K +$212K +1,810 +54%
FAM
425
Flaharty Asset Management
Florida
$600K +$60.1K +514 +11%
15 16
17
18 19