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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 %
CFD
651
Creative Financial Designs
Indiana
$116K 955 -27 -3%
VCM
652
Vigilant Capital Management
Maine
$115K 950 +110 +13%
CAC
653
Certified Advisory Corp
Florida
$111K 917 +917 New
MOS
654
MGO One Seven
Ohio
$107K 879 +879 New
SWP
655
Strategic Wealth Partners
Ohio
$105K 867 +867 New
VFA
656
Valeo Financial Advisors
Indiana
$104K 857 +550 +179%
CAPTRUST Financial Advisors
657
CAPTRUST Financial Advisors
North Carolina
$99K 816 +105 +15%
AWA
658
Acorn Wealth Advisors
Michigan
$98K 809 +809 New
FCMT
659
Founders Capital Management (Texas)
Texas
$89K 730 +2 +0.3%
ClearBridge Investments
660
ClearBridge Investments
New York
$83K 686 -1 -0.1%
TCOV
661
Trust Company of Vermont
Vermont
$80K 660 – –
AF
662
Allworth Financial
California
$79K 650 +62 +11%
AA
663
Advisory Alpha
Michigan
$71K 596 -3,669 -86%
RIM
664
Rampart Investment Management
Connecticut
$70K 576 – –
JFGIW
665
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K 522 – –
FWM
666
Focused Wealth Management
New York
$63K 520 – –
SIAP
667
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K 520 – –
BWA
668
BDO Wealth Advisors
Florida
$63K 518 +425 +457%
FPFS
669
First Personal Financial Services
North Carolina
$63K 515 +515 New
MWM
670
Mascoma Wealth Management
New Hampshire
$62K 525 – –
FFW
671
Fusion Family Wealth
New York
$62K 511 – –
PCA
672
Peddock Capital Advisors
Massachusetts
$61K 505 – –
EA
673
Edge Advisors
Georgia
$61K 506 +5 +1%
EFSCE
674
Enterprise Financial Services Corp (EFSC)
Missouri
$58K 474 – –
NPP
675
New Potomac Partners
Maryland
$56K 460 +460 New
25 26
27
28 29