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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

752 hedge funds and large institutions have $27.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 290 increasing their positions, 222 reducing their positions, and 49 closing their positions.

Holders
752
Holders Change
+75
Holders Change %
+11.08%
% of All Funds
17.08%
Holding in Top 10
87
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.98%
New
128
Increased
290
Reduced
222
Closed
49
Calls
$195M
Puts
$212M
Net Calls
-$17M
Net Calls Change
+$50.7M

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.09B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$760M
3
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$591M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$422M
5
Morgan Stanley
5
Morgan Stanley
New York
$766M

Top Sellers

1
TIAAOA
1
Teachers Insurance & Annuity Association of America
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$41.6M
4
Citigroup
4
Citigroup
New York
$107M
5
SIM
5
Sentry Investment Management
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
201
Wunderlich Capital Managemnt
Tennessee
$5.01M 41,212 +864 +2%
BHWM
202
Bar Harbor Wealth Management
New Hampshire
$4.99M 41,071 +1,363 +3%
OC
203
Oppenheimer & Co
New York
$4.98M 40,995 +4,651 +13%
SCA
204
Snowden Capital Advisors
New York
$4.97M 40,899 -7,039 -15%
RMC
205
Regis Management Company
California
$4.96M 40,805 +6,303 +18%
SP
206
Sarasin & Partners
United Kingdom
$4.95M 40,732 +1,137 +3%
LPT
207
Legacy Private Trust
Wisconsin
$4.9M 40,316 +40,316 New
BBA
208
Braun-Bostich & Associates
Pennsylvania
$4.75M 39,062 +39,062 New
KCM
209
Karp Capital Management
California
$4.65M 38,218 +3,860 +11%
AIA
210
Arrow Investment Advisors
Maryland
$4.62M 38,036 +3,060 +9%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$4.56M 37,500 +25,900 +223%
DWM
212
Darwin Wealth Management
Florida
$4.5M 36,990 +29,416 +388%
CIM
213
Confluence Investment Management
Missouri
$4.49M 36,969 +1,394 +4%
DWM
214
Dakota Wealth Management
Florida
$4.4M 36,196 +1,971 +6%
MSWM
215
Mader & Shannon Wealth Management
Missouri
$4.32M 35,563 -3,517 -9%
NSB
216
Norway Savings Bank
Maine
$4.32M 35,560 +1,045 +3%
CLOS
217
Compagnie Lombard Odier SCmA
Switzerland
$4.28M 35,200 +18,140 +106%
CCA
218
Clearwater Capital Advisors
Illinois
$4.18M 34,372 +9,449 +38%
VWM
219
Venturi Wealth Management
Texas
$4.18M 34,352 +13,907 +68%
HIIFS
220
Harel Insurance Investments & Financial Services
Israel
$4.15M 34,060 -5,954 -15%
UB
221
UMB Bank
Missouri
$4.11M 33,775 +6,009 +22%
CL
222
CPWM LLC
Washington
$4.04M 33,196 +73 +0.2%
CWM
223
CIBC World Markets
New York
$3.99M 32,787 – –
FA
224
FMA Advisory
Pennsylvania
$3.98M 32,728 +32,728 New
FWC
225
First Washington Corp
Washington
$3.93M 32,327 – –
7 8
9
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