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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 %
TA
426
Townsend & Associates
Colorado
$597K +$42.6K +363 +8%
BA
427
Ballew Advisors
Mississippi
$591K -$45.3K -386 -7%
MA
428
MCF Advisors
Kentucky
$578K – – –
Federated Hermes
429
Federated Hermes
Pennsylvania
$575K -$9.39K -80 -2%
LWA
430
Lenox Wealth Advisors
New York
$574K +$10.9K +93 +2%
CC
431
Cognios Capital
Kansas
$570K -$8.68K -74 -2%
TC
432
Telemus Capital
Michigan
$562K -$822 -7 -0.1%
MCM
433
Maryland Capital Management
Maryland
$557K -$66K -562 -11%
BAM
434
Belpointe Asset Management
Nevada
$547K -$2.2M -18,734 -80%
TL
435
TrueWealth LLC
Georgia
$546K +$20.2K +172 +4%
BAS
436
Brown Advisory Securities
Maryland
$538K -$174K -1,487 -24%
PVWM
437
Point View Wealth Management
New Jersey
$533K +$533K +4,539 New
Bessemer Group
438
Bessemer Group
New Jersey
$531K +$531K +4,526 New
CG
439
Colony Group
Massachusetts
$528K +$10.1K +86 +2%
ONB
440
Old National Bancorp
Indiana
$527K -$2.47K -21 -0.5%
SHGA
441
Sand Hill Global Advisors
California
$525K -$9.5M -80,898 -95%
HCA
442
Harbour Capital Advisors
Virginia
$524K -$266K -2,264 -34%
MWA
443
MFA Wealth Advisors
Pennsylvania
$524K -$4.94K -43 -0.9%
AG
444
Appleton Group
Wisconsin
$524K +$61.8K +527 +13%
SBWM
445
Sunflower Bank Wealth Management
Arizona
$512K -$14.7K -125 -3%
AB
446
AT Bancorp
Iowa
$504K -$831K -7,076 -62%
AMIM
447
Aull & Monroe Investment Management
Alabama
$503K – – –
AIP
448
Ahrens Investment Partners
Louisiana
$501K -$799K -6,810 -61%
BAM
449
Berkshire Asset Management
Pennsylvania
$501K +$86.5K +736 +21%
AAC
450
Acorn Advisory Capital
New York
$493K -$2.24M -19,100 -82%
16 17
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