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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 %
OAM
301
Occidental Asset Management
California
$1.8M +$75K +609 +4%
BBA
302
BLB&B Advisors
Pennsylvania
$1.78M +$447K +3,626 +34%
ICOA
303
Investment Centers of America
North Dakota
$1.76M +$335K +2,727 +24%
Federated Hermes
304
Federated Hermes
Pennsylvania
$1.74M -$616 -5 -0%
RBC
305
Ronald Blue & Co
Georgia
$1.73M +$888K +7,213 +105%
AA
306
Alesco Advisors
New York
$1.72M +$203K +1,650 +13%
BFEC
307
Benjamin F. Edwards & Company
Missouri
$1.72M -$1.2M -9,725 -41%
GIP
308
Greatmark Investment Partners
Georgia
$1.72M -$102K -825 -6%
JIP
309
Jaffetilchin Investment Partners
Florida
$1.71M -$14.7M -119,005 -90%
ARMC
310
American Research & Management Company
Massachusetts
$1.71M -$61.6K -500 -3%
CAAS
311
Capital Asset Advisory Services
Michigan
$1.68M +$209K +1,698 +14%
Mariner
312
Mariner
Kansas
$1.67M +$621K +5,037 +59%
YP
313
Yellowstone Partners
Idaho
$1.66M +$163K +1,327 +11%
WA
314
Winfield Associates
Ohio
$1.66M -$43.1K -350 -3%
AIA
315
Allegis Investment Advisors
Idaho
$1.64M -$3.51M -28,479 -68%
SG
316
Swarthmore Group
Pennsylvania
$1.63M -$83.7K -680 -5%
Janus Henderson Group
317
Janus Henderson Group
United Kingdom
$1.63M – – –
CWM
318
Concert Wealth Management
California
$1.63M +$23.1K +187 +1%
SYBT
319
Stock Yards Bank & Trust
Kentucky
$1.58M +$231K +1,872 +17%
OC
320
Oppenheimer & Co
New York
$1.57M -$731K -5,933 -32%
Squarepoint
321
Squarepoint
New York
$1.56M +$1.56M +12,697 New
SI
322
SII Investments
Wisconsin
$1.56M +$207K +1,680 +15%
ACP
323
Aviance Capital Partners
Florida
$1.55M +$716K +5,809 +86%
HIM
324
Hutchens Investment Management
New Hampshire
$1.53M +$475K +3,860 +45%
AI
325
Atria Investments
North Carolina
$1.52M +$217K +1,760 +17%
11 12
13
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