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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 %
LYV
601
Live Your Vision
Pennsylvania
$209K +$2.09K +18 +1%
EWM
602
Empirical Wealth Management
Washington
$207K -$89.7K -763 -30%
CA
603
Cynosure Advisors
Utah
$205K -$254K -2,163 -55%
PA
604
Parallel Advisors
California
$203K -$90.3K -769 -31%
LWM
605
Lyons Wealth Management
Florida
$203K +$203K +1,726 New
QFA
606
Quattro Financial Advisors
Texas
$191K -$146K -1,248 -43%
AC
607
Avestar Capital
New York
$181K -$30.1K -258 -14%
OIA
608
OneDigital Investment Advisors
Kansas
$181K +$10.7K +91 +6%
WTC
609
WhitTier Trust Company
Nevada
$178K +$4.71K +40 +3%
SSB
610
Sandy Spring Bank
Maryland
$178K +$30.2K +257 +20%
TC
611
Trust Company
Kansas
$172K -$4.95K -42 -3%
PMFA
612
Plante Moran Financial Advisors
Michigan
$171K +$123K +1,044 +255%
BCWM
613
Bartlett & Co Wealth Management
Ohio
$166K +$166K +1,415 New
BC
614
Bartlett & Co
Ohio
$166K -$3.4K -29 -2%
SLF
615
Sun Life Financial
Ontario, Canada
$164K -$1.32M -155,753 -89%
CB
616
CNB Bank
Pennsylvania
$161K -$823 -7 -0.5%
MRCM
617
M&R Capital Management
New Jersey
$159K -$37K -315 -19%
CF
618
Centaurus Financial
California
$155K +$155K +1,324 New
TRCT
619
Tower Research Capital (TRC)
New York
$141K +$11.8K +100 +9%
CTC
620
Central Trust Company
Missouri
$136K – – –
SC
621
Slow Capital
California
$130K +$130K +1,107 New
WWM
622
Wagner Wealth Management
South Carolina
$129K – – –
CFD
623
Creative Financial Designs
Indiana
$125K +$13.3K +114 +12%
GCM
624
Gables Capital Management
Florida
$123K +$123K +1,044 New
AIS
625
AlphaOne Investment Services
Pennsylvania
$122K +$81.9K +697 +204%
23 24
25
26 27