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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

601 hedge funds and large institutions have $20.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 254 increasing their positions, 195 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+5
Holders Change %
+0.84%
% of All Funds
16.06%
Holding in Top 10
91
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.64%
% of All Funds
2.43%
New
60
Increased
254
Reduced
195
Closed
49
Calls
$52.1M
Puts
$981M
Net Calls
-$929M
Net Calls Change
-$724M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$469M
2
Goldman Sachs
Goldman Sachs
New York
+$455M
3
AC
Allstate Corporation
Illinois
+$205M
4
Bank of America
Bank of America
North Carolina
+$193M
5
IA
IndexIQ Advisors
New York
+$144M

Top Sellers

1
LPL Financial
LPL Financial
California
-$296M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$271M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$236M
4
SAM
Sentinel Asset Management
Vermont
-$221M
5
PP
Prudential plc
United Kingdom
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
326
Caprock Group
Idaho
$1.23M +$355K +2,892 +41%
MCM
327
MKP Capital Management
New York
$1.23M +$1.23M +10,000 New
ACM
328
Argentus Capital Management
Texas
$1.23M -$535K -4,356 -30%
IWM
329
Integrated Wealth Management
California
$1.22M +$45.1K +367 +4%
MBT
330
Montecito Bank & Trust
California
$1.2M +$479K +3,899 +66%
Northern Trust
331
Northern Trust
Illinois
$1.14M +$27.1K +22,084 +2%
Creative Planning
332
Creative Planning
Kansas
$1.11M +$212K +1,728 +24%
CCFCSB
333
Cape Cod Five Cents Savings Bank
Massachusetts
$1.11M +$673K +5,480 +156%
MCM
334
Maryland Capital Management
Maryland
$1.09M -$6.75K -55 -0.6%
CAM
335
Capstone Asset Management
Texas
$1.06M -$1.47K -12 -0.1%
BRWA
336
B. Riley Wealth Advisors
Florida
$1.06M +$48.5K +572 +5%
NSIM
337
North Star Investment Management
Illinois
$1.05M +$105K +858 +11%
Mariner
338
Mariner
Kansas
$1.05M +$452K +3,686 +76%
HIM
339
Hutchens Investment Management
New Hampshire
$1.05M +$147K +1,200 +16%
MIM
340
Marco Investment Management
Georgia
$1.04M – – –
IUHSA
341
Itau Unibanco Holding S.A.
Brazil
$1.04M +$1.04M +8,486 New
HCA
342
Harbour Capital Advisors
Virginia
$1.02M -$79.8K -650 -7%
WA
343
Waverly Advisors
Alabama
$1.01M -$884K -7,200 -47%
CHAM
344
Clear Harbor Asset Management
Connecticut
$1.01M +$28.9K +235 +3%
TIA
345
Tiemann Investment Advisors
California
$994K +$94.5K +770 +11%
TI
346
Truepoint Inc
Ohio
$976K – – –
TIM
347
Tortoise Investment Management
New York
$971K -$219K -1,782 -18%
NFA
348
Nationwide Fund Advisors
Ohio
$954K -$187K -1,520 -16%
RPG
349
Risk Paradigm Group
Texas
$947K -$588K -4,794 -38%
DJSG
350
D.J. St. Germain
Massachusetts
$934K -$713K -5,811 -43%
12 13
14
15 16