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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 %
EWA
501
EP Wealth Advisors
California
$452K +$16.3K +134 +4%
CGH
502
Crossmark Global Holdings
Texas
$446K -$84.8K -697 -16%
FTIOP
503
Fiduciary Trust International of Pennsylvania
Pennsylvania
$445K +$445K +3,662 New
FNBT
504
FineMark National Bank & Trust
Florida
$442K +$8.4K +69 +2%
SGS
505
Sterling Global Strategies
California
$439K – – –
JIC
506
Johnson Investment Counsel
Ohio
$438K +$21.8K +180 +5%
DBIA
507
Dumont & Blake Investment Advisors
New Jersey
$430K – – –
TNB
508
Thomasville National Bank
Georgia
$429K -$306K -2,519 -42%
BAM
509
Berkshire Asset Management
Pennsylvania
$429K – – –
CWM
510
Cahaba Wealth Management
Georgia
$428K +$4.13K +34 +1%
AIM
511
Anchor Investment Management
South Carolina
$423K +$102K +840 +32%
CBU
512
CIBC Bank USA
Illinois
$419K – – –
FIAS
513
FinTrust Investment Advisory Services
South Carolina
$416K -$38.1K -313 -8%
MAM
514
Marquette Asset Management
Minnesota
$416K – – –
SAMC
515
Spectrum Asset Management (Connecticut)
Connecticut
$412K +$412K +3,396 New
WAP
516
Wealthcare Advisory Partners
Pennsylvania
$409K +$72.3K +594 +21%
BCM
517
Boltwood Capital Management
California
$408K -$6.07K -50 -1%
GRP
518
Global Retirement Partners
California
$407K +$87.1K +716 +27%
TWM
519
Torch Wealth Management
Ohio
$404K -$3.04K -25 -0.7%
SBIA
520
Sheaff Brock Investment Advisors
Indiana
$401K +$486 +4 +0.1%
AFNAS
521
American Financial Network Advisory Services
California
$392K -$239K -1,965 -38%
CCM
522
Covington Capital Management
California
$386K -$20K -165 -5%
HIS
523
Horizon Investment Services
Indiana
$384K +$47.3K +389 +14%
FF
524
Fluent Financial
Texas
$383K +$383K +3,173 New
1WA
525
180 Wealth Advisors
Washington
$380K +$380K +3,130 New
19 20
21
22 23