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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 %
CIAS
451
Capital Investment Advisory Services
North Carolina
$476K +$52.4K +432 +12%
AC
452
Abbrea Capital
California
$475K – – –
MC
453
Moors & Cabot
Massachusetts
$470K – – –
JCM
454
Jag Capital Management
Missouri
$468K +$8.86K +73 +2%
ICM
455
IMS Capital Management
Oregon
$461K – – –
CSIC
456
Clifford Swan Investment Counsel
California
$459K +$17.2K +142 +4%
WT
457
Washington Trust
Rhode Island
$458K +$458K +3,781 New
PCMC
458
Paragon Capital Management (Colorado)
Colorado
$454K +$57.9K +477 +15%
FIAS
459
FinTrust Investment Advisory Services
South Carolina
$452K +$452K +3,732 New
QAM
460
Quantres Asset Management
Cayman Islands
$450K +$450K +3,709 New
IUHSA
461
Itau Unibanco Holding S.A.
Brazil
$446K -$3.38M -27,900 -88%
TFO
462
Tarbox Family Office
California
$446K – – –
BAAM
463
Baker Avenue Asset Management
California
$445K +$20.4K +168 +5%
SGS
464
Sterling Global Strategies
California
$439K +$8.63K +71 +2%
Members Trust
465
Members Trust
Florida
$438K +$16.6K +137 +4%
EAM
466
Evanson Asset Management
California
$438K +$106K +877 +32%
EWA
467
EP Wealth Advisors
California
$435K -$31.4K -259 -7%
KA
468
Kovack Advisors
Florida
$433K -$8.24K -68 -2%
FNBT
469
FineMark National Bank & Trust
Florida
$432K +$432K +3,563 New
DBIA
470
Dumont & Blake Investment Advisors
New Jersey
$429K – – –
BAM
471
Berkshire Asset Management
Pennsylvania
$428K – – –
CFP
472
Cornerstone Financial Partners
North Carolina
$423K – – –
CWM
473
Cahaba Wealth Management
Georgia
$423K +$423K +3,487 New
CBU
474
CIBC Bank USA
Illinois
$418K – – –
JIC
475
Johnson Investment Counsel
Ohio
$415K -$56K -463 -12%
17 18
19
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