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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

723 hedge funds and large institutions have $25.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
-19
Holders Change %
-2.56%
% of All Funds
16.57%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
1.54%
New
60
Increased
237
Reduced
311
Closed
70
Calls
$311M
Puts
$420M
Net Calls
-$109M
Net Calls Change
+$510M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$769M
2
BlackRock
BlackRock
New York
+$678M
3
Ameriprise
Ameriprise
Minnesota
+$399M
4
TA
Teachers Advisors
New York
+$275M
5
AIMU
Allianz Investment Management US
Minnesota
+$266M

Top Sellers

1
FCFS
First Command Financial Services
Texas
-$1.42B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$222M
3
IA
IndexIQ Advisors
New York
-$125M
4
UBS AM
UBS AM
Illinois
-$104M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
476
Advisornet Financial
Minnesota
$384K -$27.9K -244 -7%
BS
477
Boenning & Scattergood
Pennsylvania
$383K +$383K +3,343 New
SBIA
478
Sheaff Brock Investment Advisors
Indiana
$379K +$459 +4 +0.1%
TWM
479
Torch Wealth Management
Ohio
$376K +$9.39K +82 +3%
1WA
480
180 Wealth Advisors
Washington
$372K -$24.1K -210 -6%
EWM
481
Edge Wealth Management
New York
$372K +$372K +3,250 New
BC
482
Burney Company
Virginia
$367K +$367K +3,201 New
AA
483
Ancora Advisors
Ohio
$359K – – –
AF
484
Alerus Financial
North Dakota
$358K +$1.84K +16 +0.5%
JIC
485
Johnson Investment Counsel
Ohio
$357K -$40.4K -353 -10%
EIA
486
Eldridge Investment Advisors
New Hampshire
$354K – – –
HCM
487
Hilton Capital Management
New York
$352K +$352K +3,071 New
FCCM
488
First City Capital Management
Georgia
$351K – – –
HIS
489
Horizon Investment Services
Indiana
$349K -$2.17K -19 -0.6%
MWP
490
Moller Wealth Partners
$348K – – –
PCM
491
Peak Capital Management
Colorado
$347K -$7.92K -69 -2%
GWM
492
Geneos Wealth Management
Colorado
$345K -$70K -611 -17%
AAC
493
Acorn Advisory Capital
New York
$344K -$138K -1,200 -29%
FT
494
Fiduciary Trust
Massachusetts
$342K -$95.8K -837 -22%
HPC
495
HM Payson & Co
Maine
$342K -$69.5K -606 -17%
TNBTD
496
Trustmark National Bank Trust Department
Mississippi
$340K -$38.4K -335 -10%
FPS
497
Fieldpoint Private Securities
Connecticut
$338K +$88.7K +775 +36%
TMC
498
Trellus Management Company
Florida
$337K +$337K +2,938 New
FHA
499
First Horizon Advisors
Tennessee
$333K -$39.4K -344 -11%
SGS
500
Sterling Global Strategies
California
$333K -$22.9K -200 -6%
18 19
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