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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 %
VCM
651
Vigilant Capital Management
Maine
$72K -$40.1K -340 -36%
TIM
652
Tortoise Investment Management
New York
$71K -$71.2K -610 -50%
AF
653
Allworth Financial
California
$69K -$7.28K -62 -10%
CAPTRUST Financial Advisors
654
CAPTRUST Financial Advisors
North Carolina
$66K -$29.5K -252 -31%
MWM
655
Mascoma Wealth Management
New Hampshire
$62K – – –
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$1.17K +10 +2%
EA
657
Edge Advisors
Georgia
$62K +$3.14K +27 +5%
SIAP
658
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$61K – – –
FFW
659
Fusion Family Wealth
New York
$60K – – –
FPFS
660
First Personal Financial Services
North Carolina
$60K – – –
PCA
661
Peddock Capital Advisors
Massachusetts
$59K – – –
EFSCE
662
Enterprise Financial Services Corp (EFSC)
Missouri
$56K – – –
SPL
663
Smart Portfolios LLC
Washington
$56K +$56K +476 New
SA
664
SRH Advisors
Kansas
$53K – – –
FCAG
665
First Capital Advisors Group
New Jersey
$53K +$53K +455 New
Rockefeller Capital Management
666
Rockefeller Capital Management
New York
$51K +$51K +436 New
PVH
667
Psagot Value Holdings
Israel
$50K – – –
OSNBOA
668
Old Second National Bank of Aurora
Illinois
$50K +$704 +6 +1%
TWA
669
TCI Wealth Advisors
Arizona
$49K – – –
SFG
670
SevenBridge Financial Group
Pennsylvania
$48K – – –
HDIM
671
Hanson & Doremus Investment Management
Vermont
$46K – – –
NPP
672
New Potomac Partners
Maryland
$45K -$9.47K -80 -17%
OC
673
Oakworth Capital
Alabama
$45K – – –
TFA
674
Transamerica Financial Advisors
Florida
$41K +$15K +126 +58%
GI
675
Gradient Investments
Minnesota
$40K -$492K -4,154 -92%
25 26
27
28 29