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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 %
BFO
176
Biltmore Family Office
North Carolina
$5.69M +$230K +1,956 +4%
OC
177
Oppenheimer & Co
New York
$5.64M +$827K +7,049 +17%
Comerica Bank
178
Comerica Bank
Texas
$5.54M -$782K -6,746 -12%
QA
179
Quantitative Advantage
Minnesota
$5.4M +$368K +3,134 +7%
Retirement Systems of Alabama
180
Retirement Systems of Alabama
Alabama
$5.36M – – –
CI
181
Conning Inc
Connecticut
$5.25M -$5.41M -46,120 -51%
SAM
182
Securian Asset Management
Minnesota
$5.22M – – –
Capstone Investment Advisors
183
Capstone Investment Advisors
New York
$5.19M +$2.66M +22,695 +106%
IUHSA
184
Itau Unibanco Holding S.A.
Brazil
$5.15M +$4.71M +40,094 +1,060%
SHIM
185
Stone House Investment Management
Pennsylvania
$5.14M +$2.82M +24,030 +122%
WCM
186
Wunderlich Capital Managemnt
Tennessee
$5.1M +$258K +2,200 +5%
CB
187
Commerce Bank
Missouri
$5.07M -$92.2K -785 -2%
RMC
188
Regis Management Company
California
$5.04M +$249K +2,123 +5%
APP
189
Avantax Planning Partners
Iowa
$5.04M +$37.3K +318 +0.7%
BHWM
190
Bar Harbor Wealth Management
New Hampshire
$4.97M +$147K +1,249 +3%
KCM
191
Karp Capital Management
California
$4.95M +$467K +3,978 +10%
SP
192
Sarasin & Partners
United Kingdom
$4.83M +$46.1K +393 +1%
CA
193
Commerzbank Aktiengesellschaft
Germany
$4.83M -$14.5M -123,582 -75%
FFS
194
Founders Financial Securities
Maryland
$4.69M -$505K -4,301 -10%
WCM
195
Windsor Capital Management
Arizona
$4.62M -$506K -4,314 -10%
William Blair & Company
196
William Blair & Company
Illinois
$4.49M -$590K -5,026 -12%
VCM
197
Vision Capital Management
Oregon
$4.45M +$4.45M +37,887 New
NA
198
NewEdge Advisors
Louisiana
$4.43M +$2.87M +24,494 +183%
NSB
199
Norway Savings Bank
Maine
$4.4M +$225K +1,914 +5%
CCA
200
Clearwater Capital Advisors
Illinois
$4.33M +$299K +2,547 +7%
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