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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

650 hedge funds and large institutions have $17.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 220 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+31
Holders Change %
+5.01%
% of All Funds
16.27%
Holding in Top 10
84
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.45%
% of All Funds
2.1%
New
111
Increased
220
Reduced
251
Closed
68
Calls
$394M
Puts
$434M
Net Calls
-$40.1M
Net Calls Change
+$1.02B

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$147M
2
MCM
MKP Capital Management
New York
$96.6M
3
WIM
Windhaven Investment Management
Massachusetts
$161M
4
SIM
Strategic Investment Management
Virginia
$80.6M
5
UBS AM
UBS AM
Illinois
$77.3M

Top Sellers

1
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$450M
2
Wells Fargo
Wells Fargo
California
$564M
3
Bank of America
Bank of America
North Carolina
$1.81B
4
SR
Swiss Re
Switzerland
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
226
Cornerstone Financial Partners
North Carolina
$3.14M -$5.6M -47,849 -64%
LG
227
Leuthold Group
Minnesota
$3.1M -$208K -1,775 -6%
CI
228
Cambiar Investors
Colorado
$3.07M +$328K +2,800 +12%
WPC
229
White Pine Capital
Minnesota
$3.05M -$93.8K -800 -3%
PIM
230
Parasol Investment Management
Illinois
$3.04M -$15.7K -134 -0.5%
LPL Financial
231
LPL Financial
California
$3.02M +$110K +934 +4%
NA
232
Neuburgh Advisers
California
$2.98M +$2.98M +25,432 New
SFFS
233
Stonehage Fleming Financial Services
Jersey
$2.98M -$107K -865 -3%
CLA
234
Cranberry Lake Advisors
Texas
$2.97M +$41K +350 +1%
OC
235
Oppenheimer & Co
New York
$2.93M +$1.44M +12,288 +97%
HSA
236
HBK Sorce Advisory
Pennsylvania
$2.85M -$73.7K -629 -3%
TCM
237
Traynor Capital Management
Pennsylvania
$2.84M -$898K -7,667 -24%
AC
238
AFAM Capital
Texas
$2.79M +$486K +4,151 +21%
CT
239
Coastline Trust
Rhode Island
$2.76M +$34.6K +295 +1%
ECM
240
ETrade Capital Management
Virginia
$2.75M +$2.75M +23,453 New
WA
241
WestEnd Advisors
North Carolina
$2.75M +$966K +8,243 +54%
MBT
242
Montecito Bank & Trust
California
$2.73M +$2.73M +23,258 New
GLRA
243
Gerald L. Ray & Associates
Texas
$2.68M +$103K +882 +4%
USAA
244
United Services Automobile Association
Texas
$2.67M -$241M -2,057,317 -99%
LFG
245
LifePlan Financial Group
Ohio
$2.65M +$283K +2,419 +12%
CAN
246
Cetera Advisor Networks
California
$2.62M -$1.92M -16,410 -42%
HFA
247
High Falls Advisors
New York
$2.58M -$12.8M -109,657 -83%
CIM
248
Confluence Investment Management
Missouri
$2.58M +$2.58M +21,997 New
TIM
249
Total Investment Management
Arizona
$2.57M +$2.57M +21,951 New
TYCC
250
Texas Yale Capital Corp
Florida
$2.51M -$226K -1,925 -8%
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10
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