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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.

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
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$422M
5
Morgan Stanley
5
Morgan Stanley
New York
$766M

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 Market Value Shares Shares
Change 		Shares
Change %
JWM
626
Janiczek Wealth Management
Colorado
$207K 1,704 – –
BC
627
Burney Company
Virginia
$206K 1,693 +22 +1%
Janus Henderson Group
628
Janus Henderson Group
United Kingdom
$203K 1,672 -18,289 -92%
BFA
629
Beaumont Financial Advisors
Massachusetts
$203K 1,667 -391 -19%
MRCM
630
M&R Capital Management
New Jersey
$203K 1,670 – –
VCM
631
Virtue Capital Management
Tennessee
$198K 1,626 +1,626 New
TC
632
Trust Company
Kansas
$183K 1,503 -35 -2%
WTC
633
WhitTier Trust Company
Nevada
$179K 1,471 – –
BC
634
Bartlett & Co
Ohio
$176K 1,444 – –
OIA
635
OneDigital Investment Advisors
Kansas
$176K 1,451 +1,311 +936%
FM
636
Forward Management
California
$171K 1,404 +66 +5%
CB
637
CNB Bank
Pennsylvania
$167K 1,377 +1,377 New
CPIG
638
Chicago Partners Investment Group
Illinois
$160K 1,318 -597 -31%
FANJ
639
Financial Architects (New Jersey)
New Jersey
$159K 1,305 +414 +46%
SSB
640
Sandy Spring Bank
Maryland
$153K 1,259 -93 -7%
TIM
641
Tortoise Investment Management
New York
$148K 1,218 -1,276 -51%
PWM
642
Paulson Wealth Management
Illinois
$145K 1,189 +1,189 New
CTC
643
Central Trust Company
Missouri
$141K 1,160 +225 +24%
TRCT
644
Tower Research Capital (TRC)
New York
$134K 1,100 +1,100 New
WWM
645
Wagner Wealth Management
South Carolina
$133K 1,100 +1,100 New
PGA
646
Premia Global Advisors
Florida
$132K 1,130 +1,130 New
PSC
647
Prentiss Smith & Co
Vermont
$125K 1,026 – –
RE
648
RBC Europe
United Kingdom
$124K 1,022 – –
BCM
649
Blume Capital Management
California
$122K 1,000 – –
BAM
650
Barrett Asset Management
New York
$119K 975 +1 +0.1%
24 25
26
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