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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 %
LPL Financial
251
LPL Financial
California
$3.03M +$101K +827 +3%
SG Americas Securities
252
SG Americas Securities
New York
$3.03M +$3.03M +24,577 New
CCT
253
Country Club Trust
Missouri
$2.92M +$45.7K +371 +2%
ACN
254
Advisor Consultant Network
Ohio
$2.92M +$2.92M +23,734 New
CI
255
Cambiar Investors
Colorado
$2.89M +$2.89M +23,426 New
TYCC
256
Texas Yale Capital Corp
Florida
$2.87M – – –
CT
257
Coastline Trust
Rhode Island
$2.87M +$11.7K +95 +0.4%
BWAM
258
Boyd Watterson Asset Management
Ohio
$2.72M -$61.6K -500 -2%
GLRA
259
Gerald L. Ray & Associates
Texas
$2.71M +$2.71M +22,026 New
SCA
260
Salient Capital Advisors
Texas
$2.71M -$120K -974 -4%
AIS
261
Accurate Investment Solutions
Pennsylvania
$2.66M -$15.9K -129 -0.6%
BNP Paribas Financial Markets
262
BNP Paribas Financial Markets
France
$2.62M +$138K +1,120 +6%
Wolverine Trading
263
Wolverine Trading
Illinois
$2.57M -$4.56M -36,922 -64%
LFG
264
LifePlan Financial Group
Ohio
$2.49M +$135K +1,099 +6%
GEM
265
Global Endowment Management
North Carolina
$2.46M – – –
CFA
266
CT Financial Advisors
Pennsylvania
$2.44M -$18.4K -149 -0.7%
AC
267
AFAM Capital
Texas
$2.42M +$13.9K +113 +0.6%
PA
268
Probity Advisors
Texas
$2.38M -$73.7K -598 -3%
EAMA
269
EFG Asset Management (Americas)
Florida
$2.35M +$640K +5,192 +38%
GWM
270
Geneos Wealth Management
Colorado
$2.34M -$199K -1,665 -8%
OC
271
Oarsman Capital
Wisconsin
$2.29M +$5.17K +42 +0.2%
FHA
272
First Horizon Advisors
Tennessee
$2.29M -$3.19M -25,995 -58%
WB
273
WesBanco Bank
West Virginia
$2.26M -$986 -8 -0%
SSWM
274
Sheets Smith Wealth Management
North Carolina
$2.2M +$30.3K +246 +1%
TPWA
275
TRUE Private Wealth Advisors
Oregon
$2.19M +$168K +1,374 +8%
9 10
11
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