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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 %
FRA
451
Front Row Advisors
California
$490K -$4.81K -41 -1%
DT
452
Diversified Trust
Tennessee
$484K +$13.9K +118 +3%
Members Trust
453
Members Trust
Florida
$483K +$28.6K +244 +6%
RA
454
RFG Advisory
Alabama
$482K +$482K +4,104 New
CIAS
455
Capital Investment Advisory Services
North Carolina
$481K +$9.98K +85 +2%
FNBT
456
FineMark National Bank & Trust
Florida
$481K +$54.6K +465 +13%
DF
457
Donoghue Forlines
Massachusetts
$471K +$3.05K +26 +0.7%
AWA
458
Arete Wealth Advisors
Illinois
$471K +$10.7K +91 +2%
CWM
459
Confluence Wealth Management
Oregon
$468K +$7.16K +61 +2%
NCM
460
Novare Capital Management
North Carolina
$466K -$16.4K -140 -3%
BHB
461
Bank Hapoalim BM
Israel
$466K – – –
JCM
462
Jag Capital Management
Missouri
$466K +$7.98K +68 +2%
OCM
463
Oakwood Capital Management
California
$464K +$464K +3,954 New
CCM
464
Crabel Capital Management
California
$463K -$495K -4,216 -52%
ICM
465
IMS Capital Management
Oregon
$462K – – –
MC
466
Moors & Cabot
Massachusetts
$455K -$10.4K -89 -2%
WT
467
Washington Trust
Rhode Island
$453K – – –
OAM
468
Oxford Asset Management
United Kingdom
$452K -$26M -221,446 -98%
EWA
469
EP Wealth Advisors
California
$452K +$15.8K +135 +4%
BPC
470
Banque Pictet & Cie
Switzerland
$449K +$83.7K +712 +23%
FT
471
Fiduciary Trust
Massachusetts
$449K +$154K +1,315 +52%
CSIC
472
Clifford Swan Investment Counsel
California
$445K – – –
MWM
473
Mission Wealth Management
California
$437K +$221K +1,880 +102%
TFO
474
Tarbox Family Office
California
$432K -$26.2K -223 -6%
BAAM
475
Baker Avenue Asset Management
California
$431K -$16K -136 -4%
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19
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