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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 %
SWA
276
Sutton Wealth Advisors
Florida
$1.93M +$820 +7 +0%
TAM
277
Tyers Asset Management
Texas
$1.93M +$1.93M +16,456 New
AIP
278
Ahrens Investment Partners
Louisiana
$1.92M +$1.92M +16,395 New
FWP
279
FAS Wealth Partners
Kansas
$1.89M -$32.1K -274 -2%
WS
280
Wedbush Securities
California
$1.85M +$84.6K +722 +5%
BRWA
281
B. Riley Wealth Advisors
Florida
$1.85M +$194K +1,655 +12%
HIM
282
Hillsdale Investment Management
Ontario, Canada
$1.85M +$1.85M +15,800 New
IH
283
IFC Holdings
Florida
$1.82M -$213K -1,819 -10%
FFBTD
284
First Financial Bank - Trust Division
Ohio
$1.81M +$88.4K +754 +5%
AA
285
Alesco Advisors
New York
$1.79M +$152K +1,300 +9%
1SB
286
1ST Source Bank
Indiana
$1.78M +$31.6K +270 +2%
VWM
287
Venturi Wealth Management
Texas
$1.75M +$1.43M +12,161 +444%
BBA
288
BLB&B Advisors
Pennsylvania
$1.73M +$37.3K +318 +2%
BOTW
289
Bank of the West
California
$1.73M -$148K -1,265 -8%
AI
290
Atria Investments
North Carolina
$1.72M +$274K +2,336 +19%
Federated Hermes
291
Federated Hermes
Pennsylvania
$1.71M +$55.3K +472 +3%
MSAM
292
Moloney Securities Asset Management
Missouri
$1.68M +$1.68M +14,373 New
TIM
293
Tortoise Investment Management
New York
$1.66M +$654K +5,580 +65%
EB
294
Eastern Bank
Massachusetts
$1.66M -$2.89M -24,621 -63%
GWA
295
Guidant Wealth Advisors
Illinois
$1.64M -$1.35M -11,398 -45%
VWA
296
V Wealth Advisors
Kansas
$1.63M +$1.63M +13,901 New
ARMC
297
American Research & Management Company
Massachusetts
$1.62M – – –
CWM
298
Cornerstone Wealth Management
Missouri
$1.62M -$339K -2,892 -17%
HH
299
Hilltop Holdings
Texas
$1.61M -$164K -1,403 -9%
CAAS
300
Capital Asset Advisory Services
Michigan
$1.61M +$9.49K +81 +0.6%
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