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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

723 hedge funds and large institutions have $25.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
-19
Holders Change %
-2.56%
% of All Funds
16.57%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
1.54%
New
60
Increased
237
Reduced
311
Closed
70
Calls
$311M
Puts
$420M
Net Calls
-$109M
Net Calls Change
+$510M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.65B
2
BlackRock
BlackRock
New York
$1.97B
3
Ameriprise
Ameriprise
Minnesota
$806M
4
TA
Teachers Advisors
New York
$275M
5
AIMU
Allianz Investment Management US
Minnesota
$641M

Top Sellers

1
FCFS
First Command Financial Services
Texas
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$218M
3
IA
IndexIQ Advisors
New York
$72.3M
4
UBS AM
UBS AM
Illinois
$103M
5
FWIA
Fort Washington Investment Advisors
Ohio
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRC
701
Bell Rock Capital
Delaware
$4K -$10.1K -78 -72%
CCM
702
Cribstone Capital Management
Maine
$4K -$7.74K -60 -66%
PGWM
703
Parisi Gray Wealth Management
New Jersey
$4K – – –
WEC
704
Winslow Evans & Crocker
Massachusetts
$4K – – –
JGIA
705
Jackson Grant Investment Advisers
Connecticut
$4K – – –
AWM
706
AllSquare Wealth Management
New York
$3K +$3K +25 New
BS
707
Banco Santander
Spain
$2K -$659 -3,840 -25%
AIM
708
Advantage Investment Management
Iowa
$2K -$6K -60 -75%
CAGAS
709
Capital Advisory Group Advisory Services
Minnesota
$2K -$1.11K -10 -36%
DBT
710
Dubuque Bank & Trust
Iowa
$2K – – –
FWM
711
Focused Wealth Management
New York
$2K – – –
AA
712
AlphaMark Advisors
Kentucky
$2K – – –
MSFP
713
Mark Sheptoff Financial Planning
Connecticut
$2K +$2K +17 New
IAS
714
IMA Advisory Services
Colorado
$2K +$2K +19 New
PS
715
Portfolio Strategies
New York
$1K – – –
APSP
716
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K – – –
BCI
717
Brinker Capital Investments
Pennsylvania
$1K +$250 +2 +33%
JA
718
JOYN Advisors
Georgia
$1K +$714 +5 +250%
CFN
719
Cordasco Financial Network
Florida
$1K +$1K +8 New
CWM
720
Cranbrook Wealth Management
Michigan
$1K +$1K +12 New
FRA
721
Front Row Advisors
California
$439 -$42 -363 -9%
NDSI
722
Newman Dignan & Sheerar Inc
Rhode Island
$303 – – –
AFNAS
723
American Financial Network Advisory Services
California
$253 -$72 -4 -22%
AIL
724
AGF Investments LLC
Ontario, Canada
$45 +$37 +316 +433%
FCFS
725
First Command Financial Services
Texas
– -$1.42B -5,343,212 Closed
27 28
29
30 31