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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
+$381M
4
BlackRock
BlackRock
New York
+$176M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
+$148M

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$787M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$711M
3
DILIC
Dai-ichi Life Insurance Company
Japan
-$436M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$422M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
201
Pittenger & Anderson Inc
Nebraska
$4.24M +$579K +4,934 +16%
AIG
202
American International Group
New York
$4.23M +$4.23M +36,000 New
Daiwa Securities Group
203
Daiwa Securities Group
Japan
$4.13M +$728K +6,200 +21%
California Public Employees Retirement System
204
California Public Employees Retirement System
California
$4.11M +$1.8M +15,294 +78%
HIIFS
205
Harel Insurance Investments & Financial Services
Israel
$4.07M +$75.1K +640 +2%
FA
206
Forefront Analytics
Pennsylvania
$3.95M +$1.48M +12,575 +60%
FAIM
207
Financial Advocates Investment Management
Washington
$3.94M +$701K +5,971 +22%
MIH
208
Meitav Investment House
Israel
$3.9M +$3.9M +33,407 New
CL
209
CPWM LLC
Washington
$3.85M -$43.1K -367 -1%
UB
210
UMB Bank
Missouri
$3.85M -$115K -979 -3%
KWM
211
Kingsview Wealth Management
Oregon
$3.82M +$599K +5,101 +19%
FWC
212
First Washington Corp
Washington
$3.8M – – –
FA
213
FMA Advisory
Pennsylvania
$3.76M -$80.6K -687 -2%
LFG
214
LifePlan Financial Group
Ohio
$3.74M +$93K +792 +3%
DWM
215
Dakota Wealth Management
Florida
$3.74M -$513K -4,371 -12%
WAM
216
Watermark Asset Management
California
$3.64M +$962K +8,197 +36%
TIM
217
Total Investment Management
Arizona
$3.6M +$139K +1,185 +4%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$3.57M +$485K +4,128 +16%
FA
219
Fortis Advisors
Pennsylvania
$3.55M +$2.93M +24,965 +474%
SAM
220
SignalPoint Asset Management
Missouri
$3.5M +$19.1K +163 +0.6%
DSC
221
Duncker Streett & Co
Missouri
$3.47M +$38.5K +328 +1%
CS
222
Comerica Securities
Michigan
$3.46M +$1.75M +14,902 +102%
M&T Bank
223
M&T Bank
New York
$3.45M -$1.55M -13,211 -31%
CWM
224
Cornerstone Wealth Management
Missouri
$3.36M -$210K -1,796 -6%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$3.33M +$897K +7,642 +37%
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