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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 %
FRA
476
Front Row Advisors
California
$512K +$512K +4,216 New
NCM
477
Novare Capital Management
North Carolina
$500K +$391K +3,218 +360%
CIAS
478
Capital Investment Advisory Services
North Carolina
$488K +$10.3K +85 +2%
DT
479
Diversified Trust
Tennessee
$487K – – –
CWM
480
Calamos Wealth Management
Illinois
$486K +$126K +1,037 +35%
DF
481
Donoghue Forlines
Massachusetts
$485K +$485K +3,989 New
YP
482
Yellowstone Partners
Idaho
$481K +$219K +1,800 +83%
AG
483
Appleton Group
Wisconsin
$479K +$95.7K +787 +25%
MC
484
Moors & Cabot
Massachusetts
$478K +$7.47K +62 +2%
CWM
485
Confluence Wealth Management
Oregon
$477K -$17K -140 -3%
AWA
486
Arete Wealth Advisors
Illinois
$477K +$274K +2,254 +135%
AC
487
Abbrea Capital
California
$476K – – –
JCM
488
Jag Capital Management
Missouri
$475K +$5.72K +47 +1%
CA
489
Cynosure Advisors
Utah
$475K +$475K +3,908 New
TFO
490
Tarbox Family Office
California
$474K +$27.1K +223 +6%
Members Trust
491
Members Trust
Florida
$471K +$32K +263 +7%
WT
492
Washington Trust
Rhode Island
$469K +$9.36K +77 +2%
WCA
493
Westover Capital Advisors
Delaware
$465K -$1.43M -11,761 -75%
BAAM
494
Baker Avenue Asset Management
California
$463K +$16.5K +136 +4%
ICM
495
IMS Capital Management
Oregon
$462K – – –
CSIC
496
Clifford Swan Investment Counsel
California
$460K – – –
IUHSA
497
Itau Unibanco Holding S.A.
Brazil
$460K +$12.2K +100 +3%
HWA
498
HCR Wealth Advisors
California
$458K +$458K +3,770 New
HPC
499
HM Payson & Co
Maine
$456K +$181K +1,488 +66%
PCMC
500
Paragon Capital Management (Colorado)
Colorado
$455K +$122 +1 +0%
18 19
20
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