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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 %
KFC
276
Klingenstein Fields & Co
New York
$2.18M – – –
CA
277
Cambridge Advisors
Nebraska
$2.18M -$11.5K -93 -0.5%
IH
278
IFC Holdings
Florida
$2.14M -$1.28M -10,388 -37%
KWMG
279
King Wealth Management Group
Florida
$2.13M +$21.2K +172 +1%
CLOS
280
Compagnie Lombard Odier SCmA
Switzerland
$2.13M -$77K -625 -3%
DSC
281
Duncker Streett & Co
Missouri
$2.11M +$10.2K +83 +0.5%
CBOA
282
Commonwealth Bank of Australia
Australia
$2.11M – – –
NAM
283
NTV Asset Management
West Virginia
$2.06M – – –
SCG
284
Sonata Capital Group
Washington
$2.05M +$16K +130 +0.8%
CWM
285
Cornerstone Wealth Management
Missouri
$2.04M +$2.04M +16,706 New
SWA
286
Sutton Wealth Advisors
Florida
$2.03M -$92.4K -750 -4%
FWP
287
FAS Wealth Partners
Kansas
$2.02M +$672K +5,454 +50%
BOTW
288
Bank of the West
California
$1.97M -$273K -2,219 -12%
IPC
289
Independent Portfolio Consultants
Florida
$1.96M -$699K -5,675 -26%
IWA
290
IBEX Wealth Advisors
New Jersey
$1.94M +$1.94M +15,714 New
Nomura Asset Management
291
Nomura Asset Management
Japan
$1.92M +$185K +1,500 +11%
WA
292
WestEnd Advisors
North Carolina
$1.87M +$1.19M +9,648 +174%
HH
293
Hilltop Holdings
Texas
$1.87M -$1.23M -9,951 -40%
WS
294
Wedbush Securities
California
$1.86M +$143K +1,162 +8%
Baird Financial Group
295
Baird Financial Group
Wisconsin
$1.86M -$368K -2,990 -17%
FWM
296
Frontier Wealth Management
Missouri
$1.86M +$1.25M +10,179 +209%
WC
297
Wexford Capital
Florida
$1.85M +$1.85M +14,981 New
1SB
298
1ST Source Bank
Indiana
$1.84M +$13.2K +107 +0.7%
WB
299
Webster Bank
Connecticut
$1.84M -$296K -2,405 -14%
FFBTD
300
First Financial Bank - Trust Division
Ohio
$1.81M +$6.78K +55 +0.4%
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