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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 %
HFS
551
HL Financial Services
Kentucky
$286K +$286K +2,439 New
GC
552
Grimes & Company
Massachusetts
$283K +$283K +2,412 New
FAM
553
Fenimore Asset Management
New York
$280K +$939 +8 +0.3%
CFA
554
Carroll Financial Associates
North Carolina
$279K -$26.6K -227 -9%
HR
555
Howe & Rusling
New York
$279K -$13.5K -115 -5%
NCM
556
Narwhal Capital Management
Georgia
$276K -$2.94K -25 -1%
BCA
557
Bernzott Capital Advisors
California
$270K – – –
FF
558
Fluent Financial
Texas
$268K -$105K -893 -28%
TNB
559
Thomasville National Bank
Georgia
$267K -$146K -1,249 -35%
CAM
560
Claret Asset Management
Quebec, Canada
$266K -$5.87K -50 -2%
KF
561
Krilogy Financial
Missouri
$266K +$3.63K +31 +1%
IIC
562
Ironwood Investment Counsel
Arizona
$258K +$52.2K +445 +25%
BO
563
Bank OZK
Arkansas
$257K +$30.5K +260 +13%
FPS
564
Fieldpoint Private Securities
Connecticut
$256K +$10.5K +89 +4%
IIA
565
IPG Investment Advisors
California
$256K -$58.7K -500 -19%
FDCDDQ
566
Federation des caisses Desjardins du Quebec
Quebec, Canada
$255K -$17.5K -149 -6%
RC
567
Roundview Capital
New Jersey
$252K -$1.81M -15,411 -88%
SYBT
568
Stock Yards Bank & Trust
Kentucky
$252K -$7.51K -64 -3%
FIAS
569
FinTrust Investment Advisory Services
South Carolina
$250K -$152K -1,292 -38%
SMC
570
Smith, Moore & Co
Missouri
$248K -$14.7K -125 -6%
BA
571
Boston Advisors
Massachusetts
$248K – – –
NCM
572
New Capital Management
Texas
$248K +$1.41K +12 +0.6%
GD
573
Grandfield & Dodd
New York
$245K +$245K +2,091 New
BFEC
574
Benjamin F. Edwards & Company
Missouri
$244K -$9.24M -78,574 -97%
WAP
575
Wealthcare Advisory Partners
Pennsylvania
$244K -$151K -1,285 -38%
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