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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 %
IA
776
IFG Advisory
Georgia
– -$878K -7,697 Closed
DWA
777
Dorsey Wright & Associates
California
– -$924K -7,597 Closed
SAM
778
Solaris Asset Management
New York
– -$881K -7,250 Closed
MLM
779
Mount Lucas Management
Pennsylvania
– -$822K -6,764 Closed
JG
780
Jefferies Group
New York
– -$802K -6,600 Closed
QAM
781
Q3 Asset Management
Michigan
– -$608K -5,003 Closed
KTA
782
Keeley-Teton Advisors
Illinois
– -$605K -4,973 Closed
WCA
783
Westover Capital Advisors
Delaware
– -$465K -3,822 Closed
PCMC
784
Paragon Capital Management (Colorado)
Colorado
– -$455K -3,743 Closed
SAMC
785
Spectrum Asset Management (Connecticut)
Connecticut
– -$412K -3,396 Closed
KA
786
Kovack Advisors
Florida
– -$352K -2,893 Closed
TA
787
Tiedemann Advisors
New York
– -$349K -2,868 Closed
FTS
788
Fifth Third Securities
Ohio
– -$331K -2,728 Closed
BSAM
789
Blue Sky Asset Management
Colorado
– -$321K -2,640 Closed
WAM
790
Weatherly Asset Management
California
– -$307K -2,522 Closed
AWMG
791
Alliance Wealth Management Group
New Jersey
– -$304K -2,495 Closed
AP
792
Appleton Partners
Massachusetts
– -$303K -2,491 Closed
PWMAG
793
Pinnacle Wealth Management Advisory Group
New Jersey
– -$294K -2,420 Closed
FC
794
Forte Capital
New York
– -$251K -2,071 Closed
DC
795
Davenport & Co
Virginia
– -$244K -2,011 Closed
Invesco
796
Invesco
Georgia
– -$238K -1,959 Closed
CAG
797
Csenge Advisory Group
Florida
– -$237K -1,948 Closed
ST
798
Spinnaker Trust
Maine
– -$233K -1,920 Closed
CCFCSB
799
Cape Cod Five Cents Savings Bank
Massachusetts
– -$224K -1,839 Closed
CWS
800
Cypress Wealth Services
California
– -$218K -1,791 Closed
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