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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
$3.98B
4
BlackRock
BlackRock
New York
$1.32B
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$267M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$265M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23.4M
3
DILIC
Dai-ichi Life Insurance Company
Japan
$76.8M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
126
Marshall Wace
United Kingdom
$11.7M +$11.7M +99,584 New
PCIG
127
Partners Capital Investment Group
Massachusetts
$11.6M +$117K +993 +1%
AIA
128
Avalon Investment & Advisory
Texas
$11.5M +$95.7K +815 +0.8%
EC
129
Estate Counselors
Wisconsin
$11.5M +$1.82M +15,470 +19%
CWM
130
Chesapeake Wealth Management
Virginia
$11M +$11M +93,721 New
EDRIA
131
Edmonds Duncan Registered Investment Advisors
Kansas
$11M +$506K +4,307 +5%
AC
132
Alexandria Capital
Virginia
$10.8M +$250K +2,133 +2%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$10.7M -$280K -2,386 -3%
AC
134
Alley Company
Illinois
$10.4M +$669K +5,697 +7%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$10.3M -$918K -7,819 -8%
Fidelity International
136
Fidelity International
Bermuda
$10.3M -$2.16M -18,423 -17%
RIA
137
Regal Investment Advisors
Michigan
$10.3M +$623K +5,307 +6%
ACA
138
Anchor Capital Advisors
Massachusetts
$9.8M -$131K -1,116 -1%
1IA
139
1834 Investment Advisors
Wisconsin
$9.75M -$306K -2,605 -3%
WP
140
WealthSource Partners
California
$9.55M -$816K -6,953 -8%
CM
141
Columbus Macro
Pennsylvania
$9.32M +$3.38M +28,844 +57%
Lazard Asset Management
142
Lazard Asset Management
New York
$9.31M -$9.45M – –
TCM
143
Twele Capital Management
Minnesota
$9.2M -$31.7K -270 -0.3%
RWG
144
Regal Wealth Group
California
$8.87M -$114K -970 -1%
MIFH
145
Migdal Insurance & Financial Holdings
Israel
$8.86M +$444K +3,785 +5%
SWP
146
Stratos Wealth Partners
Ohio
$8.81M +$660K +5,625 +8%
HighTower Advisors
147
HighTower Advisors
Illinois
$8.49M +$1.37M +11,646 +19%
HI
148
Hudock Inc
Pennsylvania
$8.48M -$1.04M -8,880 -11%
CA
149
Cetera Advisors
Colorado
$8.4M -$254K -2,168 -3%
OIA
150
Optimum Investment Advisors
Illinois
$8.37M -$222K -1,892 -3%
4 5
6
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