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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 %
HWM
726
Holloway Wealth Management
Florida
$5K – – –
AIS
727
Accurate Investment Solutions
Pennsylvania
$5K – – –
IP
728
Intellectus Partners
California
$5K – – –
RFA
729
Reilly Financial Advisors
California
$4K -$16.9K -161 -81%
PGWM
730
Parisi Gray Wealth Management
New Jersey
$4K -$2.84K -22 -42%
JGIA
731
Jackson Grant Investment Advisers
Connecticut
$4K – – –
AWMS
732
Advocacy Wealth Management Services
Georgia
$4K – – –
BCA
733
Bray Capital Advisors
Florida
$4K +$4K +35 New
CBT
734
Central Bank & Trust
Kentucky
$4K +$4K +37 New
RWA
735
Ropes Wealth Advisors
Massachusetts
$3K +$3K +24 New
CAGAS
736
Capital Advisory Group Advisory Services
Minnesota
$3K +$3K +28 New
TI
737
Truepoint Inc
Ohio
$2.95K -$22.2K -2,604 -88%
WEC
738
Winslow Evans & Crocker
Massachusetts
$2.35K -$10.6K -90 -82%
FWM
739
Focused Wealth Management
New York
$2K -$50K -500 -96%
AA
740
AlphaMark Advisors
Kentucky
$2K – – –
DBT
741
Dubuque Bank & Trust
Iowa
$2K +$2K +19 New
RFM
742
Royal Fund Management
Florida
$2K +$2K +19 New
BCI
743
Brinker Capital Investments
Pennsylvania
$1K – – –
PS
744
Portfolio Strategies
New York
$1K – – –
APSP
745
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$571 +4 +133%
AFNAS
746
American Financial Network Advisory Services
California
$281 -$50K -3,203 -99%
VMPIC
747
Varma Mutual Pension Insurance Co
Finland
– -$422M -3,471,840 Closed
FCC
748
Florin Court Capital
United Kingdom
– -$32.6M -268,300 Closed
NYLIM
749
New York Life Investment Management
New York
– -$31.7M -261,100 Closed
HMC
750
Higher Moment Capital
Massachusetts
– -$11.5M -94,455 Closed
28 29
30
31 32