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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 %
FNB
676
Farmers National Bank
Kentucky
$38K – – –
MIM
677
Macroview Investment Management
Maryland
$38K – – –
SP
678
SWS Partners
Ohio
$36K – – –
LWCFA
679
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K +$35K +295 New
TFA
680
Toth Financial Advisory
Virginia
$33K -$15.1K -130 -31%
PS
681
Portfolio Solutions
Michigan
$33K – – –
RFWA
682
RPg Family Wealth Advisory
Massachusetts
$32.4K -$8.22K -70 -20%
KPCM
683
Kings Point Capital Management
New York
$32K – – –
CL
684
Cabana LLC
Arkansas
$31K +$11K +95,084 +55%
AOWM
685
Alpha Omega Wealth Management
Virginia
$31K -$19.2K -162 -38%
PCFFS
686
Pacific Center for Financial Services
California
$31K – – –
FMTCOCP
687
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29.3K – – –
EDRH
688
Edmond de Rothschild Holding
Switzerland
$28K -$11.9K -100 -30%
YWP
689
YorkBridge Wealth Partners
New York
$26K – – –
CHP
690
Cable Hill Partners
Oregon
$23K -$3.7M -32,190 -99%
PWM
691
Perigon Wealth Management
California
$23K -$238 -2 -1%
ML
692
McAdam LLC
Pennsylvania
$23K +$23K +197 New
First Manhattan
693
First Manhattan
New York
$22K – – –
GAM
694
Gemmer Asset Management
California
$22K +$120 +1 +0.5%
ACS
695
Archford Capital Strategies
Illinois
$22K +$22K +179 New
BWA
696
BDO Wealth Advisors
Florida
$21K -$39.4K -338 -65%
LFA
697
Legacy Financial Advisors
Kentucky
$21K – – –
PK
698
Pflug Koory
Nebraska
$21K – – –
WF
699
WealthTrust Fairport
Ohio
$21K +$21K +175 New
PCM
700
Princeton Capital Management
New Jersey
$20K +$20K +170 New
26 27
28
29 30