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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 %
LYV
601
Live Your Vision
Pennsylvania
$139K -$69.2K -598 -33%
VFA
602
Valeo Financial Advisors
Indiana
$132K +$32.9K +285 +33%
BI
603
Bramshill Investments
Florida
$131K +$131K +1,141 New
SIS
604
Sound Income Strategies
Florida
$130K -$97.8K -852 -43%
MGI
605
MayTech Global Investments
New York
$126K +$45.8K +400 +57%
CFD
606
Creative Financial Designs
Indiana
$122K – – –
JFGIW
607
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$122K +$61.2K +535 +101%
GCM
608
Gables Capital Management
Florida
$121K – – –
CAC
609
Certified Advisory Corp
Florida
$119K +$1.49K +13 +1%
PSC
610
Prentiss Smith & Co
Vermont
$118K – – –
SSB
611
Sandy Spring Bank
Maryland
$116K -$57.1K -500 -33%
BCM
612
Blume Capital Management
California
$115K – – –
BAM
613
Bruderman Asset Management
New York
$112K -$574 -5 -0.5%
BAM
614
Barrett Asset Management
New York
$112K +$115 +1 +0.1%
BWA
615
BDO Wealth Advisors
Florida
$111K +$90.4K +788 +438%
MRCM
616
M&R Capital Management
New Jersey
$107K -$48.1K -420 -31%
RE
617
RBC Europe
United Kingdom
$103K – – –
IFAM
618
Institutional & Family Asset Management
Colorado
$101K +$805 +7 +0.8%
SWMG
619
Signature Wealth Management Group
Georgia
$99K -$6.73K -59 -6%
CIR
620
Clear Investment Research
Georgia
$93K – – –
MPWT
621
MassMutual Private Wealth & Trust
Connecticut
$89.8K +$9.4K +82 +12%
AIP
622
Ameritas Investment Partners
Nebraska
$89K – – –
CB
623
CNB Bank
Pennsylvania
$85K -$71.3K -625 -46%
CWA
624
Clarus Wealth Advisors
Arizona
$84K +$84K +713 New
RWA
625
River Wealth Advisors
Pennsylvania
$84K +$84K +736 New
23 24
25
26 27