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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 %
PPSG
526
Princeton Portfolio Strategies Group
New Jersey
$297K -$55.4K -484 -16%
CC
527
Cadinha & Co
Hawaii
$294K -$11.5K -100 -4%
BIA
528
BHK Investment Advisors
Alabama
$294K – – –
OFG
529
OmniStar Financial Group
North Carolina
$294K +$10.2K +89 +4%
TC
530
Truvestments Capital
Florida
$293K +$293K +2,556 New
CAN
531
Claraphi Advisory Network
United States
$292K +$292K +2,546 New
SIM
532
Sadoff Investment Management
Wisconsin
$290K – – –
AWM
533
Altavista Wealth Management
North Carolina
$289K +$58.3K +508 +25%
Truist Financial
534
Truist Financial
North Carolina
$287K -$32.9K -287 -10%
JC
535
Jentner Corp
Ohio
$286K – – –
PFBT
536
Parkside Financial Bank & Trust
Missouri
$286K +$286K +2,500 New
JAM
537
JCIC Asset Management
Ontario, Canada
$284K – – –
FAM
538
Fenimore Asset Management
New York
$275K +$1.38K +12 +0.5%
BO
539
Bank OZK
Arkansas
$275K +$23.4K +204 +9%
HR
540
Howe & Rusling
New York
$274K +$1.72K +15 +0.6%
Jane Street
541
Jane Street
New York
$266K +$266K +2,322 New
WSFS
542
Wilmington Savings Fund Society
Delaware
$265K +$265K +2,309 New
PG
543
Patten Group
Tennessee
$264K -$25.7K -225 -9%
BCA
544
Bernzott Capital Advisors
California
$264K – – –
WI
545
Wedgewood Investors
Pennsylvania
$262K -$57.3K -500 -18%
WCG
546
Wall Capital Group
Arizona
$260K -$67.7K -590 -21%
CAM
547
Claret Asset Management
Quebec, Canada
$260K – – –
KWA
548
KCS Wealth Advisory
California
$258K +$258K +2,251 New
CWS
549
Cypress Wealth Services
California
$255K +$255K +2,225 New
NCM
550
Narwhal Capital Management
Georgia
$249K -$20K -175 -7%
20 21
22
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