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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 %
RJT
326
Raymond James Trust
Florida
$1.46M +$128K +1,036 +10%
BL
327
BCWM LLC
Kansas
$1.42M -$26.6K -216 -2%
BRF
328
B. Riley Financial
California
$1.38M +$11.5K +93 +0.8%
Natixis Advisors
329
Natixis Advisors
Massachusetts
$1.37M -$37.8K -307 -3%
SFA
330
Sequoia Financial Advisors
Ohio
$1.36M +$466K +3,784 +52%
Fiera Capital (Canada)
331
Fiera Capital (Canada)
Quebec, Canada
$1.34M +$1.34M +10,911 New
CG
332
Caprock Group
Idaho
$1.34M +$108K +879 +9%
ACM
333
Argentus Capital Management
Texas
$1.29M +$59.9K +486 +5%
IWM
334
Integrated Wealth Management
California
$1.29M +$66.4K +539 +5%
BRWA
335
B. Riley Wealth Advisors
Florida
$1.28M +$155K +1,715 +14%
PFM
336
Phillips Financial Management
Indiana
$1.26M +$1.26M +10,330 New
CC
337
Courier Capital
New York
$1.21M -$384K -3,115 -24%
Northern Trust
338
Northern Trust
Illinois
$1.21M +$62.3K +50,567 +5%
CFG
339
Citizens Financial Group
Rhode Island
$1.21M -$176K -1,428 -13%
NSIM
340
North Star Investment Management
Illinois
$1.2M +$140K +1,140 +13%
VAM
341
Verity Asset Management
North Carolina
$1.15M -$88K -714 -7%
DS
342
DRW Securities
Illinois
$1.12M +$1.12M +9,077 New
CCFCSB
343
Cape Cod Five Cents Savings Bank
Massachusetts
$1.11M +$5.79K +47 +0.5%
MCM
344
Maryland Capital Management
Maryland
$1.09M -$985 -8 -0.1%
TIA
345
Tiemann Investment Advisors
California
$1.07M +$67.2K +546 +7%
TIM
346
Tortoise Investment Management
New York
$1.06M +$87.1K +707 +9%
CAM
347
Capstone Asset Management
Texas
$1.05M -$13.5K -110 -1%
MIM
348
Marco Investment Management
Georgia
$1.05M – – –
I2I
349
Insight 2811 Inc
Illinois
$1.03M -$502K -4,071 -33%
RGNCM
350
R.G. Niederhoffer Capital Management
New York
$1.02M +$1.02M +8,300 New
12 13
14
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