LQD icon

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 %
GIP
301
Greatmark Investment Partners
Georgia
$1.61M -$26.4K -225 -2%
SG Americas Securities
302
SG Americas Securities
New York
$1.57M -$1.31M -11,216 -46%
OAM
303
Occidental Asset Management
California
$1.55M -$157K -1,342 -9%
RCM
304
Riverhead Capital Management
Delaware
$1.55M +$1.55M +13,225 New
SBL
305
Sargent Bickham Lagudis
Colorado
$1.54M +$1.51M +12,877 +4,425%
HA
306
Hays Advisory
Tennessee
$1.53M +$1.53M +13,026 New
BL
307
BCWM LLC
Kansas
$1.53M +$171K +1,455 +13%
Wolverine Trading
308
Wolverine Trading
Illinois
$1.48M -$963K -8,221 -39%
NPC
309
National Planning Corporation
California
$1.48M -$2.02M -17,280 -58%
SCG
310
Sonata Capital Group
Washington
$1.46M -$490K -4,185 -25%
GHCM
311
Glen Harbor Capital Management
California
$1.4M +$1.4M +11,968 New
SCM
312
SCS Capital Management
Massachusetts
$1.39M +$1.39M +11,892 New
RJT
313
Raymond James Trust
Florida
$1.39M +$3.05K +26 +0.2%
LFAS
314
Level Four Advisory Services
Texas
$1.39M +$1.39M +11,833 New
Natixis Advisors
315
Natixis Advisors
Massachusetts
$1.33M +$25.1K +214 +2%
PFM
316
Phillips Financial Management
Indiana
$1.32M +$102K +867 +8%
AIP
317
Almanack Investment Partners
Pennsylvania
$1.31M +$1.31M +11,209 New
Mariner
318
Mariner
Kansas
$1.3M -$289K -2,465 -18%
NSIM
319
North Star Investment Management
Illinois
$1.28M +$138K +1,177 +12%
TNBTD
320
Trustmark National Bank Trust Department
Mississippi
$1.26M -$14.6M -124,790 -92%
AB
321
AT Bancorp
Iowa
$1.25M +$1.06M +9,029 +554%
BRF
322
B. Riley Financial
California
$1.24M -$66.3K -566 -5%
IWM
323
Integrated Wealth Management
California
$1.24M +$10.1K +86 +0.8%
CFG
324
Citizens Financial Group
Rhode Island
$1.24M +$90.3K +771 +8%
WI
325
WrapManager Inc
California
$1.22M +$403K +3,441 +49%
11 12
13
14 15