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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 %
RMC
251
Regis Management Company
California
$2.49M -$4.11M -35,033 -62%
ICOA
252
Investment Centers of America
North Dakota
$2.49M +$816K +6,976 +49%
ACP
253
Aveo Capital Partners
Colorado
$2.49M +$2.49M +21,210 New
FCM
254
Flinton Capital Management
Pennsylvania
$2.45M +$2.45M +20,944 New
WB
255
Webster Bank
Connecticut
$2.45M +$696K +5,942 +40%
BEC
256
Blue Edge Capital
Virginia
$2.39M -$1.77M -15,631 -43%
GLA
257
Great Lakes Advisors
Illinois
$2.39M -$5.03M -42,929 -68%
ACM
258
Aviance Capital Management
Florida
$2.29M -$111M -949,602 -98%
FHA
259
First Horizon Advisors
Tennessee
$2.29M – – –
DADC
260
D.A. Davidson & Co
Montana
$2.27M -$2.77M -23,656 -55%
SCA
261
Salient Capital Advisors
Texas
$2.26M -$316K -2,697 -12%
RBC
262
Ronald Blue & Co
Georgia
$2.26M +$612K +5,221 +37%
TPWA
263
TRUE Private Wealth Advisors
Oregon
$2.24M +$144K +1,229 +7%
DSC
264
Duncker Streett & Co
Missouri
$2.19M +$176K +1,505 +9%
WB
265
WesBanco Bank
West Virginia
$2.15M +$5.39K +46 +0.3%
PA
266
Probity Advisors
Texas
$2.09M -$171K -1,460 -8%
KFC
267
Klingenstein Fields & Co
New York
$2.08M – – –
CA
268
Cambridge Advisors
Nebraska
$2.08M +$1.05K +9 +0.1%
CFA
269
CT Financial Advisors
Pennsylvania
$2.07M -$252K -2,153 -11%
SSWM
270
Sheets Smith Wealth Management
North Carolina
$2.06M -$26.4K -225 -1%
KWMG
271
King Wealth Management Group
Florida
$2.04M +$15.8K +135 +0.8%
Janus Henderson Group
272
Janus Henderson Group
United Kingdom
$2.03M +$482K +4,113 +31%
JIP
273
Jaffetilchin Investment Partners
Florida
$2.02M +$390K +3,332 +24%
Baird Financial Group
274
Baird Financial Group
Wisconsin
$1.97M +$208K +1,778 +12%
CLOS
275
Compagnie Lombard Odier SCmA
Switzerland
$1.97M -$49.2K -420 -2%
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