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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 %
AA
501
Ancora Advisors
Ohio
$368K +$162K +1,375 +78%
SGS
502
Sterling Global Strategies
California
$364K -$59.5K -508 -14%
EIA
503
Eldridge Investment Advisors
New Hampshire
$364K – – –
AF
504
Alerus Financial
North Dakota
$364K +$12.7K +108 +4%
PCM
505
Peak Capital Management
Colorado
$363K -$821 -7 -0.2%
G
506
Gainplan
Michigan
$362K +$362K +3,086 New
HCM
507
Hilton Capital Management
New York
$361K -$680K – –
PPSG
508
Princeton Portfolio Strategies Group
New Jersey
$361K +$98.3K +838 +37%
HIS
509
Horizon Investment Services
Indiana
$360K -$10.4K -89 -3%
BJ
510
Brouwer & Janachowski
California
$360K -$5.05K -43 -1%
FCCM
511
First City Capital Management
Georgia
$360K – – –
MWP
512
Moller Wealth Partners
$356K +$40.8K +348 +13%
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$352K +$24.1K +205 +7%
FFA
514
First Foundation Advisors
California
$351K +$6.68K +57 +2%
PFGIA
515
Patriot Financial Group Insurance Agency
Massachusetts
$345K +$110K +941 +47%
DJSG
516
D.J. St. Germain
Massachusetts
$343K -$12.1K -103 -3%
AFP
517
Ausdal Financial Partners
Iowa
$340K -$190K -1,623 -36%
IC
518
Investment Counsel
Michigan
$338K – – –
WCG
519
Wall Capital Group
Arizona
$335K -$1.11M -9,503 -77%
HW
520
Hancock Whitney
Mississippi
$333K -$1.28M -10,894 -79%
Truist Financial
521
Truist Financial
North Carolina
$328K -$294K -2,501 -47%
WI
522
Wedgewood Investors
Pennsylvania
$327K – – –
CCM
523
Covington Capital Management
California
$326K -$46.9K -400 -13%
Neuberger Berman Group
524
Neuberger Berman Group
New York
$325K -$4.71M -40,198 -94%
AC
525
Abbrea Capital
California
$325K -$135K -1,150 -29%
19 20
21
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