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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 %
BCM
501
Boltwood Capital Management
California
$332K -$64.1K -560 -16%
DJSG
502
D.J. St. Germain
Massachusetts
$331K -$4.01K -35 -1%
IC
503
Investment Counsel
Michigan
$330K – – –
Neuberger Berman Group
504
Neuberger Berman Group
New York
$330K +$12K +105 +4%
I
505
IberiaBank
Louisiana
$329K +$31.7K +277 +11%
CGH
506
Crossmark Global Holdings
Texas
$328K -$54K -471 -14%
CFA
507
Carroll Financial Associates
North Carolina
$328K +$56K +490 +21%
AFP
508
Ausdal Financial Partners
Iowa
$327K -$5.39K -47 -2%
CCM
509
Covington Capital Management
California
$327K +$8.49K +74 +3%
OPA
510
Old Port Advisors
Maine
$326K +$326K +2,845 New
PGFC
511
Peapack-Gladstone Financial Corp
New Jersey
$320K -$23.5K -205 -7%
SG
512
StoneX Group
New York
$313K -$96.3K -839 -24%
BJ
513
Brouwer & Janachowski
California
$313K -$38.8K -338 -11%
KF
514
Krilogy Financial
Missouri
$313K +$53.1K +464 +20%
JIP
515
Jaffetilchin Investment Partners
Florida
$312K +$2.75K +24 +0.9%
PIA
516
Pinion Investment Advisors
Kansas
$310K +$5.39K +47 +2%
AWM
517
AE Wealth Management
Kansas
$309K +$29.2K +255 +10%
TNB
518
Thomasville National Bank
Georgia
$308K +$47.2K +412 +18%
FIB
519
First Interstate Bank
Montana
$304K – – –
CWM
520
Calamos Wealth Management
Illinois
$303K -$70.2K -613 -19%
HL
521
HeadInvest LLC
Maine
$302K +$15.3K +133 +5%
RW
522
Rand Wealth
Maryland
$301K – – –
WA
523
Winfield Associates
Ohio
$300K -$9.04K -79 -3%
PCG
524
Private Capital Group
Connecticut
$299K +$3.09K +27 +1%
EAM
525
Evanson Asset Management
California
$298K +$2.86K +25 +1%
19 20
21
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