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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 %
WA
801
Waverly Advisors
Alabama
– -$213K -1,754 Closed
PSF
802
Pacific Sun Financial
California
– -$212K -1,746 Closed
MCP
803
Mirador Capital Partners
California
– -$212K -1,746 Closed
LI
804
LVZ Inc
Michigan
– -$208K -1,712 Closed
JWM
805
Janiczek Wealth Management
Colorado
– -$207K -1,704 Closed
BC
806
Burney Company
Virginia
– -$206K -1,693 Closed
FM
807
Forward Management
California
– -$171K -1,404 Closed
PWM
808
Paulson Wealth Management
Illinois
– -$145K -1,189 Closed
RIM
809
Rampart Investment Management
Connecticut
– -$70K -576 Closed
HWP
810
Hefty Wealth Partners
Indiana
– -$50K -412 Closed
BWP
811
Baldwin Wealth Partners
Massachusetts
– -$49K -400 Closed
BL
812
Balentine LLC
Georgia
– -$46K -379 Closed
TFS
813
TrustCore Financial Services
Tennessee
– -$36K -299 Closed
LCM
814
Liberty Capital Management
Michigan
– -$30K -249 Closed
Ninety One (UK)
815
Ninety One (UK)
United Kingdom
– -$19K -155 Closed
CDIA
816
Capital Directions Investment Advisors
Georgia
– -$18K -150 Closed
OPWM
817
Oak Point Wealth Management
Michigan
– -$13K -116 Closed
SMG
818
Spectrum Management Group
Indiana
– -$12K -100 Closed
ACM
819
Armbruster Capital Management
New York
– -$11K -89 Closed
LWM
820
Lenox Wealth Management
Ohio
– -$19K -88 Closed
ANBT
821
American National Bank & Trust
Texas
– -$10K -80 Closed
NL
822
NVWM LLC
Pennsylvania
– -$9K -78 Closed
BAM
823
Brave Asset Management
New Jersey
– -$9K -75 Closed
CG
824
Cutler Group
California
– -$6K -55 Closed
NC
825
NewSquare Capital
Pennsylvania
– -$6K -49 Closed
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