LQD icon

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 %
VIA
576
Vantage Investment Advisors
Pennsylvania
$244K -$14.8K -126 -6%
CRC
577
Curi RMB Capital
Illinois
$243K +$243K +2,069 New
KFGK
578
Keystone Financial Group (Kentucky)
Kentucky
$243K +$243K +2,078 New
JIC
579
Joel Isaacson & Co
New York
$241K – – –
DPI
580
Diversified Portfolios Inc
Michigan
$241K – – –
OFW
581
Omnia Family Wealth
Florida
$241K – – –
ACA
582
Atlas Capital Advisors
Wyoming
$237K +$237K +2,019 New
CC
583
Courier Capital
New York
$237K -$47K -400 -17%
AWM
584
Altavista Wealth Management
North Carolina
$236K – – –
PWPS
585
Pinnacle Wealth Planning Services
Ohio
$235K – – –
GTAM
586
Global Trust Asset Management
Florida
$235K – – –
LA
587
Legacy Advisors
Pennsylvania
$234K – – –
SIS
588
Sound Income Strategies
Florida
$233K +$214K +1,826 +1,156%
CB
589
Community Bank
New York
$231K -$1.19M -10,169 -84%
WA
590
WealthTrust-Arizona
Arizona
$231K -$25.1K -214 -10%
LTI
591
Laffer Tengler Investments
Tennessee
$230K -$288K -2,456 -56%
Kayne Anderson Rudnick Investment Management
592
Kayne Anderson Rudnick Investment Management
California
$223K +$819 +7 +0.4%
KJWM
593
Kiley Juergens Wealth Management
Washington
$221K +$5.5K +47 +3%
SS
594
Sunbelt Securities
Texas
$220K +$220K +1,876 New
SS
595
Simplicity Solutions
Minnesota
$215K +$215K +1,832 New
SFM
596
Signet Financial Management
New Jersey
$214K -$3.87K -33 -2%
GG
597
GenWealth Group
New Jersey
$214K +$214K +1,831 New
BFA
598
Beaumont Financial Advisors
Massachusetts
$212K +$16.7K +143 +9%
VCM
599
Virtue Capital Management
Tennessee
$211K +$22.9K +198 +12%
Koshinski Asset Management
600
Koshinski Asset Management
Illinois
$209K -$39.4K -335 -16%
22 23
24
25 26