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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 %
MCM
726
MKP Capital Management
New York
– -$39.3M -335,000 Closed
NMIMC
727
Northwestern Mutual Investment Management Company
Wisconsin
– -$20M -170,400 Closed
Marshall Wace
728
Marshall Wace
United Kingdom
– -$11.7M -99,584 Closed
Nomura Holdings
729
Nomura Holdings
Japan
– -$10.3K -87,204 Closed
PWPCM
730
Perella Weinberg Partners Capital Management
New York
– -$5.95M -50,686 Closed
QA
731
Quantitative Advantage
Minnesota
– -$5.4M -46,007 Closed
SSWM
732
Sheets Smith Wealth Management
North Carolina
– -$3.05M -26,001 Closed
VF
733
Virtu Financial
New York
– -$2.91M -24,770 Closed
Squarepoint
734
Squarepoint
New York
– -$1.96M -16,706 Closed
OMC
735
Old Mission Capital
Illinois
– -$1.73M -14,756 Closed
CAAS
736
Capital Asset Advisory Services
Michigan
– -$1.68M -14,274 Closed
PFM
737
Phillips Financial Management
Indiana
– -$1.2M -10,271 Closed
LA
738
LexAurum Advisors
Kansas
– -$1.13M -9,611 Closed
BWM
739
BigSur Wealth Management
Florida
– -$1.13M -9,600 Closed
BP
740
Ballentine Partners
Massachusetts
– -$978K -8,331 Closed
BIAS
741
Beacon Investment Advisory Services
New Jersey
– -$968K -8,245 Closed
TSS
742
Two Sigma Securities
New York
– -$957K -8,155 Closed
SAS
743
Sage Advisory Services
Texas
– -$842K -7,169 Closed
WS
744
Wela Strategies
Georgia
– -$693K -5,883 Closed
LPT
745
Legacy Private Trust
Wisconsin
– -$642K -5,471 Closed
DT
746
Diversified Trust
Tennessee
– -$484K -4,123 Closed
NCM
747
Novare Capital Management
North Carolina
– -$466K -3,971 Closed
OAM
748
Oxford Asset Management
United Kingdom
– -$452K -3,854 Closed
EWA
749
EP Wealth Advisors
California
– -$452K -3,854 Closed
FTIOP
750
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$430K -3,662 Closed
28 29
30
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