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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

677 hedge funds and large institutions have $26.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 294 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
16.9%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
2.17%
New
65
Increased
294
Reduced
213
Closed
51
Calls
$1.2B
Puts
$1.27B
Net Calls
-$67.6M
Net Calls Change
-$145M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.65B
2
TIAAOA
Teachers Insurance & Annuity Association of America
New York
+$464M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$340M
4
Citigroup
Citigroup
New York
+$280M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$240M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$459M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$438M
3
BlackRock
BlackRock
New York
-$244M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$224M
5
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
-$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHL
426
Investment House LLC
California
$584K +$239K +1,975 +69%
LWA
427
Lenox Wealth Advisors
New York
$581K – – –
LTI
428
Laffer Tengler Investments
Tennessee
$577K +$18.4K +152 +3%
CC
429
Cadinha & Co
Hawaii
$576K +$271K +2,235 +89%
N
430
Natixis
France
$571K – – –
PVWM
431
Point View Wealth Management
New Jersey
$568K -$13.5K -111 -2%
AFP
432
Ausdal Financial Partners
Iowa
$557K +$26.5K +219 +5%
BAS
433
Brown Advisory Securities
Maryland
$553K -$115K -946 -17%
NVCHI
434
New Vernon Capital Holdings II
New Jersey
$551K -$9.45K -78 -2%
SBWM
435
Sunflower Bank Wealth Management
Arizona
$544K – – –
KTA
436
Keeley-Teton Advisors
Illinois
$540K -$18.7K -154 -3%
CGH
437
Crossmark Global Holdings
Texas
$529K +$529K +4,362 New
CC
438
Cognios Capital
Kansas
$527K -$9.21K -76 -2%
GXMC
439
Global X Management Company
New York
$523K +$523K +4,312 New
CG
440
Colony Group
Massachusetts
$522K +$7.88K +65 +2%
CCFCSB
441
Cape Cod Five Cents Savings Bank
Massachusetts
$521K -$200K -1,654 -28%
AMIM
442
Aull & Monroe Investment Management
Alabama
$519K – – –
AA
443
Advisory Alpha
Michigan
$516K +$179K +1,481 +53%
GWM
444
Geneos Wealth Management
Colorado
$506K +$80.4K +663 +19%
MAS
445
Madden Advisory Services
Florida
$505K +$34.5K +285 +7%
JCM
446
Jacobi Capital Management
Pennsylvania
$499K +$30.2K +250 +6%
FC
447
FCA Corp
Texas
$495K +$51.3K +423 +12%
CWM
448
Confluence Wealth Management
Oregon
$493K -$50.2K -414 -9%
LWAC
449
Laurel Wealth Advisors (California)
California
$491K – – –
DT
450
Diversified Trust
Tennessee
$486K +$11.9K +98 +3%
16 17
18
19 20