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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
1
First Command Financial Services
Texas
$1.42B
2
FCAS
2
First Command Advisory Services
Texas
$1.42B
3
Bank of America
3
Bank of America
North Carolina
$3.98B
4
BlackRock
4
BlackRock
New York
$1.32B
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$267M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$265M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.4M
3
DILIC
3
Dai-ichi Life Insurance Company
Japan
$76.8M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$71.6M +$11.8M +100,652 +20%
SF
52
Synovus Financial
Georgia
$70.8M -$23.1M -196,978 -25%
FI
53
FormulaFolio Investments
Michigan
$70.3M +$7.71M +65,700 +12%
SCM
54
SCS Capital Management
Massachusetts
$69.9M -$99.1M -843,898 -59%
Betterment LLC
55
Betterment LLC
New York
$68.6M -$6.03M -52,373 -8%
William Blair Investment Management
56
William Blair Investment Management
Illinois
$66.8M +$2.36M +20,100 +4%
RJA
57
Raymond James & Associates
Florida
$66.6M +$1.34M +11,392 +2%
US Bancorp
58
US Bancorp
Minnesota
$54.9M +$828K +7,057 +2%
PAMU
59
Pictet Asset Management (UK)
United Kingdom
$52.6M -$2.48M -21,100 -4%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$48.3M +$6.51M +55,675 +16%
UCFA
61
United Capital Financial Advisors
Texas
$45M +$4.4M +37,483 +11%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$41.9M -$20.6M -175,382 -33%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$40.4M +$6.86M +58,435 +20%
MCM
64
MKP Capital Management
New York
$39.3M +$39.3M +335,000 New
EB
65
Eastern Bank
Massachusetts
$38.9M +$13.8M +117,521 +55%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$38.6M -$1.56M -13,258 -4%
FA
67
FDx Advisors
Illinois
$37.9M +$3.27M +27,897 +9%
VFA
68
Voya Financial Advisors
Connecticut
$37.6M +$3.35M +28,641 +10%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$37M +$34.1M +290,468 +1,186%
MLIC
70
Mandatum Life Insurance Company
Finland
$36.5M -$23.8K -203 -0.1%
AG
71
Advisor Group
Arizona
$35.7M +$11.5M +97,575 +47%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$35.5M -$36.3M -309,586 -51%
HI
73
Horizon Investments
North Carolina
$33.4M -$14.7M -125,160 -31%
BTS
74
BB&T Securities
Virginia
$33.1M +$13.5M +114,614 +68%
WA
75
Wealthstar Advisors
Texas
$32.6M +$32.6M +277,771 New
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3
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