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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
1
First Command Financial Services
Texas
$1.42B
2
FCAS
2
First Command Advisory Services
Texas
$1.42B
3
Bank of America
3
Bank of America
North Carolina
$3.98B
4
BlackRock
4
BlackRock
New York
$1.32B
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$267M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$265M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.4M
3
DILIC
3
Dai-ichi Life Insurance Company
Japan
$76.8M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Allstate Corporation
Illinois
$261M +$89.3M +760,698 +52%
VA
27
Valmark Advisers
Ohio
$256M +$39.3M +334,518 +18%
W
28
Wealthfront
California
$232M +$31.7M +270,131 +16%
LPL Financial
29
LPL Financial
California
$209M +$29.5M +251,135 +16%
Canada Pension Plan Investment Board
30
Canada Pension Plan Investment Board
Ontario, Canada
$206M – – –
IA
31
IndexIQ Advisors
New York
$202M -$42.1M -358,358 -17%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$187M +$1.91M +16,273 +1%
Citigroup
33
Citigroup
New York
$170M +$66.6M +567,717 +65%
AB
34
Aozora Bank
Japan
$155M -$67.6M -576,000 -30%
WIM
35
Windhaven Investment Management
Massachusetts
$153M -$126M -1,071,766 -45%
Grantham, Mayo, Van Otterloo & Co (GMO)
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$149M – – –
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$146M +$1.14M +9,675 +0.8%
SB
38
Suntrust Banks
Georgia
$143M +$8.92M +75,956 +7%
PCA
39
Personal Capital Advisors
California
$142M +$21.5M +183,473 +18%
UBS AM
40
UBS AM
Illinois
$104M -$105M – –
AA
41
Acorns Advisers
California
$101M +$101M +880,198 New
Stifel Financial
42
Stifel Financial
Missouri
$99.7M -$16.8M -142,668 -14%
KeyBank National Association
43
KeyBank National Association
Ohio
$99.1M -$4.02M -34,270 -4%
FWIA
44
Fort Washington Investment Advisors
Ohio
$88.6M -$92.8M – –
SIM
45
Strategic Investment Management
Virginia
$88.3M – – –
Deutsche Bank
46
Deutsche Bank
Germany
$86.6M +$86.6M +737,768 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$84.2M +$16M +136,083 +23%
DILIC
48
Dai-ichi Life Insurance Company
Japan
$76.8M -$436M -3,715,800 -85%
Franklin Resources
49
Franklin Resources
California
$75.3M +$3.07M +26,165 +4%
AssetMark Inc
50
AssetMark Inc
California
$73.7M -$24.5M -208,863 -25%
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