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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

723 hedge funds and large institutions have $25.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
-19
Holders Change %
-2.56%
% of All Funds
16.57%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
1.54%
New
60
Increased
237
Reduced
311
Closed
70
Calls
$311M
Puts
$420M
Net Calls
-$109M
Net Calls Change
+$510M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.65B
2
BlackRock
BlackRock
New York
$1.97B
3
Ameriprise
Ameriprise
Minnesota
$806M
4
TA
Teachers Advisors
New York
$275M
5
AIMU
Allianz Investment Management US
Minnesota
$641M

Top Sellers

1
FCFS
First Command Financial Services
Texas
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$218M
3
IA
IndexIQ Advisors
New York
$72.3M
4
UBS AM
UBS AM
Illinois
$103M
5
FWIA
Fort Washington Investment Advisors
Ohio
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
176
Parallax Volatility Advisers
California
$5.59M +$3.91M +34,118 +232%
WI
177
WBI Investments
New Jersey
$5.59M +$3.21M +28,045 +135%
SCA
178
Snowden Capital Advisors
New York
$5.58M -$380K -3,315 -6%
EC
179
Estate Counselors
Wisconsin
$5.32M -$5.93M -51,740 -53%
Retirement Systems of Alabama
180
Retirement Systems of Alabama
Alabama
$5.23M -$2.29K -20 -0%
SHIM
181
Stone House Investment Management
Pennsylvania
$5.13M +$119K +1,039 +2%
CI
182
Conning Inc
Connecticut
$5.12M – – –
KCM
183
Karp Capital Management
California
$5.11M +$276K +2,405 +6%
WCM
184
Wunderlich Capital Managemnt
Tennessee
$5.1M +$26.9K +230 +0.5%
SFG
185
StrategIQ Financial Group
Indiana
$5.07M -$631K -5,510 -11%
BWAM
186
Boyd Watterson Asset Management
Ohio
$5.04M -$673K -5,873 -12%
BFO
187
Biltmore Family Office
North Carolina
$4.84M -$718K -6,265 -13%
CB
188
Commerce Bank
Missouri
$4.81M -$135K -1,175 -3%
Comerica Bank
189
Comerica Bank
Texas
$4.76M -$762K -6,601 -14%
SP
190
Sarasin & Partners
United Kingdom
$4.75M +$35.5K +310 +0.8%
VCM
191
Vision Capital Management
Oregon
$4.74M +$404K +3,524 +9%
SA
192
Sunesis Advisors
Kansas
$4.72M +$4.72M +41,146 New
NCMW
193
Northern Capital Management (Wisconsin)
Wisconsin
$4.56M -$2.31M -20,140 -34%
WCM
194
Windsor Capital Management
Arizona
$4.52M +$2.64K +23 +0.1%
NSB
195
Norway Savings Bank
Maine
$4.44M +$150K +1,310 +3%
HFA
196
High Falls Advisors
New York
$4.41M -$10.4M -91,024 -70%
APP
197
Avantax Planning Partners
Iowa
$4.25M -$663K -5,784 -13%
Daiwa Securities Group
198
Daiwa Securities Group
Japan
$4.25M +$218K +1,900 +5%
CCA
199
Clearwater Capital Advisors
Illinois
$4.17M -$58K -506 -1%
FAIM
200
Financial Advocates Investment Management
Washington
$4.16M +$319K +2,789 +8%
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8
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