LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

619 hedge funds and large institutions have $23.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 265 increasing their positions, 200 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
16.54%
Holding in Top 10
87
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.4%
% of All Funds
2.32%
New
70
Increased
265
Reduced
200
Closed
47
Calls
$627M
Puts
$1.69B
Net Calls
-$1.06B
Net Calls Change
-$131M

Top Buyers

1
TIAAOA
Teachers Insurance & Annuity Association of America
New York
+$1.6B
2
Bank of America
Bank of America
North Carolina
+$318M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$271M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$194M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$380M
2
Goldman Sachs
Goldman Sachs
New York
-$366M
3
Wells Fargo
Wells Fargo
California
-$175M
4
UBS Group
UBS Group
Switzerland
-$152M
5
AB
Aozora Bank
Japan
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
226
Ashford Capital Management
Delaware
$3.62M -$214K -1,737 -6%
NPC
227
National Planning Corporation
California
$3.61M -$1.39M -11,499 -28%
Millennium Management
228
Millennium Management
New York
$3.59M -$3.89M -31,572 -52%
NR
229
Newfound Research
Massachusetts
$3.56M +$1.37M +11,099 +62%
BHWM
230
Bar Harbor Wealth Management
New Hampshire
$3.55M +$271K +2,203 +8%
RWM
231
Rezny Wealth Management
Florida
$3.5M +$3.5M +28,423 New
LG
232
Leuthold Group
Minnesota
$3.48M -$53.8K -437 -2%
NG
233
NatWest Group
United Kingdom
$3.46M +$3.46M +28,069 New
ASN
234
Advisory Services Network
Georgia
$3.44M +$669K +5,434 +24%
ACM
235
Avalon Capital Management
California
$3.37M +$92K +747 +3%
UB
236
UMB Bank
Missouri
$3.34M +$28.5K +231 +0.9%
WPC
237
White Pine Capital
Minnesota
$3.31M -$4.56K -37 -0.1%
HIIFS
238
Harel Insurance Investments & Financial Services
Israel
$3.3M -$21.3K -173 -0.6%
NCMW
239
Northern Capital Management (Wisconsin)
Wisconsin
$3.29M +$119K +965 +4%
HWP
240
Hefty Wealth Partners
Indiana
$3.28M +$164K +1,331 +5%
NA
241
Navellier & Associates
Nevada
$3.25M +$3.25M +26,372 New
PIM
242
Parasol Investment Management
Illinois
$3.21M -$372K -3,018 -10%
Schroder Investment Management Group
243
Schroder Investment Management Group
United Kingdom
$3.16M -$4.17M -33,888 -57%
CIM
244
Cambria Investment Management
California
$3.1M +$38.7K +314 +1%
OMC
245
Old Mission Capital
Illinois
$3.09M +$3.09M +25,092 New
SFFS
246
Stonehage Fleming Financial Services
Jersey
$3.09M -$208K -1,685 -6%
GWA
247
Guidant Wealth Advisors
Illinois
$3.08M +$3.08M +25,290 New
CLA
248
Cranberry Lake Advisors
Texas
$3.08M – – –
HSA
249
HBK Sorce Advisory
Pennsylvania
$3.07M +$4.68K +38 +0.2%
CI
250
Conning Inc
Connecticut
$3.06M -$5M -40,575 -62%
8 9
10
11 12