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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
1
First Command Financial Services
Texas
$1.42B
2
FCAS
2
First Command Advisory Services
Texas
$1.42B
3
Bank of America
3
Bank of America
North Carolina
$3.98B
4
BlackRock
4
BlackRock
New York
$1.32B
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$267M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$265M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.4M
3
DILIC
3
Dai-ichi Life Insurance Company
Japan
$76.8M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$32.4M +$20.4M +173,728 +169%
CTB
77
Country Trust Bank
Illinois
$30.8M -$4.58M -38,991 -13%
BCM
78
Brookstone Capital Management
Illinois
$29.9M +$14.6M +124,660 +96%
JIR
79
James Investment Research
Ohio
$29.6M -$11.2M -95,136 -27%
SL
80
Summitry LLC
California
$28.7M +$614K +5,227 +2%
KC
81
Kepos Capital
New York
$28.7M -$7.83M -66,700 -21%
SMM
82
Stadion Money Management
Georgia
$28.3M -$908K -7,734 -3%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$28.2M -$631K -5,375 -2%
CS
84
Credit Suisse
Switzerland
$28.1M +$15M +127,626 +115%
NI
85
NYL Investors
New York
$26.9M +$26.9M +229,500 New
CI Investments Inc
86
CI Investments Inc
Ontario, Canada
$26.8M +$1.91M +16,300 +8%
FIM
87
Freedom Investment Management
Connecticut
$26.7M +$781K +6,650 +3%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$23.4M -$711M -6,056,753 -97%
G
89
GenTrust
Florida
$23.3M +$1.47M +12,488 +7%
HNB
90
Huntington National Bank
Ohio
$22.7M -$28.9M – –
Barclays
91
Barclays
United Kingdom
$22.6M -$4.07M -34,700 -15%
SEI Investments
92
SEI Investments
Pennsylvania
$22M +$2.92M +24,871 +15%
ZIM
93
Zacks Investment Management
Illinois
$21.4M +$1.11M +9,479 +5%
RFC
94
Regions Financial Corp
Alabama
$21.1M -$656K -5,586 -3%
NSLI
95
Nan Shan Life Insurance
Taiwan
$20.3M +$8.72M +74,262 +75%
NMIMC
96
Northwestern Mutual Investment Management Company
Wisconsin
$20M +$8.17M +69,600 +69%
WF
97
Welch & Forbes
Massachusetts
$20M -$329K -2,800 -2%
MD
98
Money Design
Japan
$19.2M +$4.68M +39,886 +32%
MML Investors Services
99
MML Investors Services
Massachusetts
$18.7M -$10.4M -88,707 -36%
ECM
100
Evergreen Capital Management
Washington
$18.3M -$4.55M -38,767 -20%
2 3
4
5 6