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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 %
FTIOP
476
Fiduciary Trust International of Pennsylvania
Pennsylvania
$430K – – –
GWM
477
Geneos Wealth Management
Colorado
$425K -$88.2K -752 -17%
AF
478
Advisornet Financial
Minnesota
$422K -$984K -8,390 -70%
HPC
479
HM Payson & Co
Maine
$421K -$19.2K -164 -4%
SG
480
StoneX Group
New York
$419K +$133K +1,134 +47%
CWM
481
Cahaba Wealth Management
Georgia
$414K +$2.34K +20 +0.6%
DBIA
482
Dumont & Blake Investment Advisors
New Jersey
$409K -$5.87K -50 -1%
AIM
483
Anchor Investment Management
South Carolina
$408K – – –
JIC
484
Johnson Investment Counsel
Ohio
$407K -$15.9K -136 -4%
BCM
485
Boltwood Capital Management
California
$406K +$11.7K +100 +3%
1WA
486
180 Wealth Advisors
Washington
$406K +$38.1K +324 +10%
CBU
487
CIBC Bank USA
Illinois
$405K – – –
MAM
488
Marquette Asset Management
Minnesota
$402K – – –
SFWA
489
Summit Financial Wealth Advisors
Louisiana
$394K +$37.1K +316 +10%
TF
490
Tompkins Financial
New York
$394K +$83.1K +708 +27%
CGH
491
Crossmark Global Holdings
Texas
$391K -$39.3K -335 -9%
ALIONA
492
Allianz Life Insurance of North America
Minnesota
$389K +$389K +3,619 New
TNBTD
493
Trustmark National Bank Trust Department
Mississippi
$388K -$1.99M -16,901 -84%
SBIA
494
Sheaff Brock Investment Advisors
Indiana
$387K +$352 +3 +0.1%
CWM
495
Calamos Wealth Management
Illinois
$383K -$87.1K -741 -19%
FHA
496
First Horizon Advisors
Tennessee
$381K -$186K -1,586 -33%
CFB
497
Cullen/Frost Bankers
Texas
$378K +$27K +230 +8%
TWM
498
Torch Wealth Management
Ohio
$376K -$13.9K -118 -4%
TWM
499
Titus Wealth Management
California
$370K +$370K +3,156 New
CAG
500
Crestwood Advisors Group
Massachusetts
$369K +$9.04K +77 +3%
18 19
20
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