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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 %
QAM
451
Q3 Asset Management
Michigan
$608K +$608K +5,003 New
Federated Hermes
452
Federated Hermes
Pennsylvania
$605K -$56.5K -465 -9%
KTA
453
Keeley-Teton Advisors
Illinois
$605K +$62.8K +516 +12%
CC
454
Cognios Capital
Kansas
$599K +$70.8K +583 +13%
MA
455
MCF Advisors
Kentucky
$598K – – –
FC
456
FCA Corp
Texas
$595K +$98.6K +811 +20%
FHA
457
First Horizon Advisors
Tennessee
$586K -$38.5K -318 -6%
JCM
458
Jacobi Capital Management
Pennsylvania
$586K +$87.2K +721 +17%
LWA
459
Lenox Wealth Advisors
New York
$583K – – –
TC
460
Telemus Capital
Michigan
$582K +$177K +1,457 +44%
TA
461
Townsend & Associates
Colorado
$574K +$574K +4,726 New
GEA
462
Glen Eagle Advisors
New Jersey
$566K +$201K +1,656 +55%
FAM
463
Flaharty Asset Management
Florida
$558K -$29.7K -246 -5%
MWA
464
MFA Wealth Advisors
Pennsylvania
$552K +$552K +4,605 New
AFP
465
Ausdal Financial Partners
Iowa
$550K -$9K -74 -2%
ONB
466
Old National Bancorp
Indiana
$548K -$50.2K -413 -8%
CC
467
Cadinha & Co
Hawaii
$546K -$31.6K -260 -5%
GI
468
Gradient Investments
Minnesota
$546K +$546K +4,492 New
SBWM
469
Sunflower Bank Wealth Management
Arizona
$545K – – –
TL
470
TrueWealth LLC
Georgia
$545K +$545K +4,480 New
CG
471
Colony Group
Massachusetts
$537K +$13K +107 +2%
LTI
472
Laffer Tengler Investments
Tennessee
$537K -$42.3K -348 -7%
GWM
473
Geneos Wealth Management
Colorado
$531K +$24.3K +200 +5%
AMIM
474
Aull & Monroe Investment Management
Alabama
$520K – – –
CAM
475
Concorde Asset Management
Michigan
$516K -$442K -3,634 -46%
17 18
19
20 21