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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 %
CIA
101
Capital Investment Advisors
Georgia
$18.2M -$4.33M -36,854 -19%
EGA
102
E&G Advisors
Texas
$17.6M -$160K -1,364 -0.9%
MIAN
103
Mariner Independent Advisor Network
Kansas
$16.9M +$10.7M +91,278 +172%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$16.8M -$120K -1,024 -0.7%
MBTD
105
Mechanics Bank - Trust Department
California
$16.5M +$183K +1,556 +1%
GW
106
GW & Wade
Massachusetts
$16M +$1.88M +16,005 +13%
First Trust Advisors
107
First Trust Advisors
Illinois
$15.5M -$10.4K -89 -0.1%
HFA
108
High Falls Advisors
New York
$15.2M +$456K +3,888 +3%
UR
109
USCA RIA
Texas
$15.2M +$213K +1,814 +1%
PP
110
Prudential plc
United Kingdom
$15.2M -$27.5M -234,026 -64%
FAAS
111
First Allied Advisory Services
California
$15M +$3.1M +26,421 +26%
SIAM
112
Sterling Investment Advisors (Missouri)
Missouri
$14.9M +$897K +7,637 +6%
SMA
113
Simply Money Advisors
Ohio
$14.8M -$8.87M -75,577 -37%
SC
114
Scotia Capital
Ontario, Canada
$14.7M +$1.59M +13,541 +12%
NB
115
Northwest Bancshares
Pennsylvania
$14.6M +$1.09M +9,297 +8%
IFA
116
Interactive Financial Advisors
Illinois
$14.4M +$856K +7,294 +6%
SPC
117
Sigma Planning Corp
Michigan
$14.4M +$3.95M +33,673 +38%
FAT
118
First American Trust
California
$13.7M +$1.31M +11,176 +11%
LI
119
Longer Investments
Arkansas
$13.5M +$5.58M +47,560 +71%
PCM
120
Prelude Capital Management
New York
$12.9M +$3.33M +28,405 +35%
Prudential Financial
121
Prudential Financial
New Jersey
$12.8M +$128K +1,089 +1%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$12.5M +$356K +3,033 +3%
Creative Planning
123
Creative Planning
Kansas
$12.4M -$833K -7,098 -6%
Mackenzie Financial
124
Mackenzie Financial
Ontario, Canada
$12.3M +$7.92M +67,500 +180%
V
125
Veritable
Delaware
$12.1M +$1.06K +9 +0%
3 4
5
6 7