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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

669 hedge funds and large institutions have $23.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 271 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+16
Holders Change %
+2.45%
% of All Funds
16.7%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
2.12%
New
79
Increased
271
Reduced
210
Closed
55
Calls
$589M
Puts
$512M
Net Calls
+$77M
Net Calls Change
+$143M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$646M
2
TIAAOA
Teachers Insurance & Annuity Association of America
New York
+$544M
3
DILIC
Dai-ichi Life Insurance Company
Japan
+$474M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$448M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$298M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$489M
2
GLI
Guardian Life Insurance
New York
-$185M
3
IA
IndexIQ Advisors
New York
-$165M
4
Wells Fargo
Wells Fargo
California
-$115M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
426
Fiduciary Trust International of Pennsylvania
Pennsylvania
$496K +$95.2K +790 +24%
LWAC
427
Laurel Wealth Advisors (California)
California
$488K -$2.65K -22 -0.5%
HR
428
Howe & Rusling
New York
$484K -$8.08K -67 -2%
PCM
429
Peak Capital Management
Colorado
$482K +$482K +3,998 New
AL
430
Airain Ltd
Guernsey
$482K +$482K +4,000 New
TC
431
Telemus Capital
Michigan
$481K – – –
AC
432
Abbrea Capital
California
$472K – – –
DT
433
Diversified Trust
Tennessee
$471K -$43.5K -361 -8%
MC
434
Moors & Cabot
Massachusetts
$470K -$3.13K -26 -0.7%
JIC
435
Johnson Investment Counsel
Ohio
$469K +$1.21K +10 +0.3%
MAS
436
Madden Advisory Services
Florida
$467K +$127K +1,054 +37%
JCM
437
Jacobi Capital Management
Pennsylvania
$465K +$51.7K +431 +13%
EWA
438
EP Wealth Advisors
California
$463K +$17.7K +147 +4%
ICM
439
IMS Capital Management
Oregon
$458K +$458K +3,800 New
AIP
440
Almanack Investment Partners
Pennsylvania
$456K -$10.5K -87 -2%
JCM
441
Jag Capital Management
Missouri
$456K – – –
PPSG
442
Princeton Portfolio Strategies Group
New Jersey
$456K +$120K +997 +36%
AWM
443
AE Wealth Management
Kansas
$443K +$5.67K +47 +1%
TFO
444
Tarbox Family Office
California
$443K +$443K +3,680 New
FC
445
FCA Corp
Texas
$441K +$50.3K +417 +13%
CSIC
446
Clifford Swan Investment Counsel
California
$439K – – –
KA
447
Kovack Advisors
Florida
$439K +$223K +1,850 +103%
GWM
448
Geneos Wealth Management
Colorado
$436K -$188K -1,517 -30%
DJSG
449
D.J. St. Germain
Massachusetts
$434K -$117K -971 -21%
CC
450
Courier Capital
New York
$432K -$247K -2,050 -36%
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