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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 %
MA
701
MUFG Americas
New York
$19K -$207K -1,800 -92%
SFSIG
702
San Francisco Sentry Investment Group
California
$19K – – –
RAM
703
Riggs Asset Management
Pennsylvania
$18K – – –
CAL
704
Capital Advisors Ltd
Ohio
$17K – – –
CAL
705
Capital Analysts LLC
Pennsylvania
$17K +$932 +8 +6%
MSA
706
Marino Stram & Associates
Massachusetts
$16K +$117 +1 +0.7%
RCA
707
Rowland Carmichael Advisors
Arizona
$15K -$6.84K -57 -31%
BRC
708
Bell Rock Capital
Delaware
$13K +$4.06K +34 +45%
BWA
709
Burt Wealth Advisors
Maryland
$12K – – –
WC
710
Whitney & Co
New York
$12K +$12K +100 New
CS
711
Credential Securities
$11.7K +$11.7K +100 New
CCM
712
Cribstone Capital Management
Maine
$11K – – –
Nomura Holdings
713
Nomura Holdings
Japan
$10.3K +$9.04K +76,668 +728%
AIM
714
Advantage Investment Management
Iowa
$9K -$18.6K -165 -67%
AIL
715
AGF Investments LLC
Ontario, Canada
$9K +$9K +73 New
KCPG
716
Kavar Capital Partners Group
Kansas
$9K +$9K +75 New
DWM
717
Destination Wealth Management
California
$8K +$8K +70 New
RIA
718
RPG Investment Advisory
California
$7K – – –
TC
719
Trilogy Capital
California
$7K +$7K +59 New
WDL
720
Well Done LLC
Michigan
$7K +$7K +60 New
FMII
721
Farmers & Merchants Investments Inc
Nebraska
$6K -$6.76K -62 -53%
EWM
722
Endurance Wealth Management
Rhode Island
$6K – – –
THWM
723
Taylor Hoffman Wealth Management
Virginia
$6K +$6K +49 New
WCM
724
Whitener Capital Management
North Carolina
$6K +$6K +54 New
CPA
725
Clear Perspective Advisors
Illinois
$5K – – –
27 28
29
30 31