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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 %
RPG
551
Risk Paradigm Group
Texas
$336K -$30.1K -248 -8%
FTS
552
Fifth Third Securities
Ohio
$331K +$331K +2,728 New
WA
553
Winfield Associates
Ohio
$329K – – –
MWP
554
Moller Wealth Partners
$327K – – –
IIA
555
IPG Investment Advisors
California
$326K -$85.1K -700 -21%
NDSI
556
Newman Dignan & Sheerar Inc
Rhode Island
$322K – – –
TF
557
Tompkins Financial
New York
$322K +$115K +942 +55%
BSAM
558
Blue Sky Asset Management
Colorado
$321K +$32.1K +264 +11%
NIMC
559
NWQ Investment Management Company
California
$320K -$2.17M -17,817 -87%
CFA
560
Carroll Financial Associates
North Carolina
$316K -$49.6K -409 -14%
EAM
561
Evanson Asset Management
California
$313K -$126K -1,037 -29%
ATC
562
Argent Trust Co
Tennessee
$309K -$48.7K -400 -14%
HL
563
HeadInvest LLC
Maine
$309K – – –
WAM
564
Weatherly Asset Management
California
$307K -$3.04K -25 -1%
EWM
565
Empirical Wealth Management
Washington
$307K +$51.5K +423 +20%
FT
566
Fiduciary Trust
Massachusetts
$305K +$48.6K +400 +19%
AWMG
567
Alliance Wealth Management Group
New Jersey
$304K -$3.26M -26,740 -91%
PA
568
Parallel Advisors
California
$304K -$11.7K -96 -4%
JC
569
Jentner Corp
Ohio
$304K – – –
HR
570
Howe & Rusling
New York
$303K +$17.6K +145 +6%
AP
571
Appleton Partners
Massachusetts
$303K +$303K +2,491 New
CL
572
Choreo LLC
Illinois
$300K -$52.4K -431 -15%
SG
573
StoneX Group
New York
$296K -$107K -882 -27%
CIBC World Market
574
CIBC World Market
Ontario, Canada
$295K +$295K +2,425 New
CC
575
Courier Capital
New York
$294K -$63.3K -520 -18%
21 22
23
24 25