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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 %
BCP
526
Blue Chip Partners
Michigan
$322K +$322K +2,745 New
SBH
527
Segall Bryant & Hamill
Illinois
$319K -$11.8K -100 -4%
WA
528
Winfield Associates
Ohio
$317K – – –
CL
529
Choreo LLC
Illinois
$317K +$27.1K +231 +9%
JIP
530
Jaffetilchin Investment Partners
Florida
$317K +$81.6K +695 +35%
CP
531
Castleview Partners
Texas
$316K +$316K +2,690 New
CC
532
Cadinha & Co
Hawaii
$312K -$215K -1,831 -41%
PIA
533
Pinion Investment Advisors
Kansas
$312K +$312K +2,655 New
FIB
534
First Interstate Bank
Montana
$311K -$16.5K -141 -5%
NDSI
535
Newman Dignan & Sheerar Inc
Rhode Island
$310K – – –
RW
536
Rand Wealth
Maryland
$309K -$1.41M -12,002 -82%
ATC
537
Argent Trust Co
Tennessee
$307K +$8.35K +71 +3%
SWP
538
Strategic Wealth Partners
Ohio
$307K +$205K +1,745 +201%
I
539
IberiaBank
Louisiana
$305K +$88.7K +755 +41%
EAM
540
Evanson Asset Management
California
$303K +$470 +4 +0.2%
PCG
541
Private Capital Group
Connecticut
$303K +$240K +2,045 +379%
BIA
542
BHK Investment Advisors
Alabama
$301K +$301K +2,564 New
SIM
543
Sadoff Investment Management
Wisconsin
$297K -$60.6K -517 -17%
PG
544
Patten Group
Tennessee
$297K -$58.6K -500 -16%
HL
545
HeadInvest LLC
Maine
$293K -$4.69K -40 -2%
JC
546
Jentner Corp
Ohio
$293K – – –
JAM
547
JCIC Asset Management
Ontario, Canada
$291K +$291K +2,480 New
OFG
548
OmniStar Financial Group
North Carolina
$290K +$290K +2,478 New
AWM
549
AE Wealth Management
Kansas
$287K -$50.9K -434 -15%
NIMC
550
NWQ Investment Management Company
California
$287K -$21.8K -186 -7%
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