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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.

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

Top Sellers

1
FCFS
1
First Command Financial Services
Texas
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$218M
3
IA
3
IndexIQ Advisors
New York
$72.3M
4
UBS AM
4
UBS AM
Illinois
$103M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$28.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$60.8M 531,069 -64,167 -11%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$52.5M 455,759 +42,902 +10%
PAMU
53
Pictet Asset Management (UK)
United Kingdom
$51.9M 452,627 +4,680 +1%
SCM
54
SCS Capital Management
Massachusetts
$50.1M 437,404 -158,405 -27%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$42.8M 373,753 +17,125 +5%
UCFA
56
United Capital Financial Advisors
Texas
$42M 366,210 -17,032 -4%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$40.7M 354,959 +25,808 +8%
VFA
58
Voya Financial Advisors
Connecticut
$40.4M 352,510 +31,084 +10%
FA
59
FDx Advisors
Illinois
$40.1M 349,866 +26,623 +8%
US Bancorp
60
US Bancorp
Minnesota
$39.5M 344,681 -123,208 -26%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$38.6M 336,662 -7,311 -2%
CL
62
Cabana LLC
Arkansas
$37.8M 329,492 +62,460 +23%
EB
63
Eastern Bank
Massachusetts
$36.1M 315,347 -16,216 -5%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$35.5M 302,657 – –
AGC
65
Angelo Gordon & Co
New York
$35.3M 308,000 +308,000 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$35.1M 306,568 +30,320 +11%
WA
67
Wealthstar Advisors
Texas
$33.6M 290,400 +12,629 +5%
AG
68
Advisor Group
Arizona
$33.4M 291,141 -12,926 -4%
Barclays
69
Barclays
United Kingdom
$32.7M 285,406 +92,841 +48%
BCM
70
Brookstone Capital Management
Illinois
$31M 270,532 +15,996 +6%
FIA
71
Foundations Investment Advisors
Arizona
$30.9M 269,901 +269,901 New
CTB
72
Country Trust Bank
Illinois
$30.4M 265,637 +3,627 +1%
KC
73
Kepos Capital
New York
$29.5M 257,900 +13,700 +6%
FWIA
74
Fort Washington Investment Advisors
Ohio
– – – –
SL
75
Summitry LLC
California
$28M 244,745 -5 -0%
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3
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