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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
1
Guggenheim Capital
Illinois
$1.09B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$760M
3
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$591M
4
Morgan Stanley
4
Morgan Stanley
New York
$766M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$187M

Top Sellers

1
TIAAOA
1
Teachers Insurance & Annuity Association of America
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$41.6M
4
Citigroup
4
Citigroup
New York
$107M
5
SIM
5
Sentry Investment Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
426
Homrich & Berg
Georgia
$749K +$38.9K +320 +5%
FHA
427
Flagship Harbor Advisors
Massachusetts
$744K -$482 -4 -0.1%
BAS
428
Brown Advisory Securities
Maryland
$738K +$185K +1,525 +34%
TYCC
429
Texas Yale Capital Corp
Florida
$726K – – –
FPCG
430
Fort Pitt Capital Group
Pennsylvania
$724K +$243 +2 +0%
I2I
431
Insight 2811 Inc
Illinois
$710K -$53.7K -442 -7%
IHL
432
Investment House LLC
California
$703K +$117K +960 +20%
CHC
433
City Holding Co
West Virginia
$691K +$66.2K +545 +11%
HIMC
434
Heritage Investors Management Corp
Maryland
$689K – – –
KBFS
435
Kohmann Bosshard Financial Services
Ohio
$688K -$65.1K -535 -9%
LP
436
LGL Partners
Pennsylvania
$685K – – –
EWM
437
Evercore Wealth Management
New York
$680K -$6.69K -55 -1%
HCM
438
Hilton Capital Management
New York
$680K -$1.37M – –
WIC
439
Woodmont Investment Counsel
Tennessee
$672K -$12.2K -100 -2%
AA
440
Alesco Advisors
New York
$663K -$1.63M -13,400 -71%
LWAC
441
Laurel Wealth Advisors (California)
California
$662K +$169K +1,392 +34%
BA
442
Ballew Advisors
Mississippi
$658K +$658K +5,417 New
FPGK
443
Financial Partners Group (Kansas)
Kansas
$656K +$656K +5,396 New
Parallax Volatility Advisers
444
Parallax Volatility Advisers
California
$645K -$1.93M -15,870 -75%
MCM
445
Maryland Capital Management
Maryland
$645K -$309K -2,546 -32%
Truist Financial
446
Truist Financial
North Carolina
$644K -$11.4K -94 -2%
FA
447
Fortis Advisors
Pennsylvania
$640K +$640K +5,266 New
IWC
448
Integrated Wealth Concepts
Massachusetts
$637K +$637K +5,266 New
NCM
449
Neumann Capital Management
California
$627K +$37.2K +306 +6%
WI
450
Wintrust Investments
Illinois
$615K -$5.71K -47 -0.9%
16 17
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