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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 %
IIC
626
Integrated Investment Consultants
Michigan
$121K +$121K +1,032 New
PSC
627
Prentiss Smith & Co
Vermont
$120K – – –
CAC
628
Certified Advisory Corp
Florida
$120K +$12.4K +106 +12%
CPIG
629
Chicago Partners Investment Group
Illinois
$117K -$37.2K -318 -24%
BCM
630
Blume Capital Management
California
$117K – – –
BAM
631
Barrett Asset Management
New York
$115K +$118 +1 +0.1%
BAM
632
Bruderman Asset Management
New York
$115K +$115K +981 New
MOS
633
MGO One Seven
Ohio
$110K +$6.81K +58 +7%
SWMG
634
Signature Wealth Management Group
Georgia
$109K -$3.17M -26,965 -97%
AWA
635
Acorn Wealth Advisors
Michigan
$109K +$15.8K +137 +17%
RE
636
RBC Europe
United Kingdom
$105K -$14.9K -127 -12%
IFAM
637
Institutional & Family Asset Management
Colorado
$102K +$102K +871 New
VFA
638
Valeo Financial Advisors
Indiana
$101K – – –
FANJ
639
Financial Architects (New Jersey)
New Jersey
$100K -$52.5K -449 -34%
PGA
640
Premia Global Advisors
Florida
$95K -$35.8K -309 -27%
FCMT
641
Founders Capital Management (Texas)
Texas
$95K +$9.28K +79 +11%
FEG
642
Financial Enhancement Group
Indiana
$93K -$2.51M -21,387 -96%
CIR
643
Clear Investment Research
Georgia
$93K +$93K +791 New
AIP
644
Ameritas Investment Partners
Nebraska
$91K – – –
RPG
645
Risk Paradigm Group
Texas
$90.4K -$234K -1,994 -72%
MPWT
646
MassMutual Private Wealth & Trust
Connecticut
$82.4K +$67.7K +577 +462%
MGI
647
MayTech Global Investments
New York
$82K +$82K +700 New
ClearBridge Investments
648
ClearBridge Investments
New York
$78K -$2.95K -25 -4%
TCOV
649
Trust Company of Vermont
Vermont
$77K – – –
AA
650
Advisory Alpha
Michigan
$75K +$6.86K +60 +10%
24 25
26
27 28