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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
+$107M
2
MCM
MKP Capital Management
New York
+$96.6M
3
WIM
Windhaven Investment Management
Massachusetts
+$86.9M
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
-$1.07B
2
Wells Fargo
Wells Fargo
California
-$705M
3
Bank of America
Bank of America
North Carolina
-$519M
4
SR
Swiss Re
Switzerland
-$466M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
326
Barclays
United Kingdom
$1.22M -$8.31M -70,930 -87%
G
327
GenTrust
Florida
$1.2M +$1.2M +10,270 New
SI
328
SII Investments
Wisconsin
$1.17M -$315K -2,687 -21%
OC
329
Oarsman Capital
Wisconsin
$1.16M -$1.02M -8,722 -47%
RC
330
Roundview Capital
New Jersey
$1.14M +$902K +7,700 +385%
KC
331
Kingfisher Capital
North Carolina
$1.13M +$1.13M +9,676 New
Nomura Asset Management
332
Nomura Asset Management
Japan
$1.11M -$715K -6,100 -39%
WA
333
Waverly Advisors
Alabama
$1.11M +$835K +7,122 +302%
CAM
334
Caprin Asset Management
Virginia
$1.11M +$1.11M +9,452 New
PAI
335
Pittenger & Anderson Inc
Nebraska
$1.11M +$282K +2,403 +34%
Northern Trust
336
Northern Trust
Illinois
$1.1M -$45.9K -39,197 -4%
MCM
337
Maryland Capital Management
Maryland
$1.07M +$29.9K +255 +3%
CC
338
Courier Capital
New York
$1.05M -$108K -925 -9%
ACP
339
Arcus Capital Partners
Georgia
$1.04M +$1.04M +8,901 New
EAMA
340
EFG Asset Management (Americas)
Florida
$1.01M -$1.22M -10,418 -55%
MIM
341
Marco Investment Management
Georgia
$995K – – –
TIA
342
Tiemann Investment Advisors
California
$993K -$20.5K -175 -2%
Walleye Trading
343
Walleye Trading
New York
$983K -$3.77M -32,123 -79%
NAM
344
NTV Asset Management
West Virginia
$972K -$984K -8,400 -50%
CAM
345
Capstone Asset Management
Texas
$966K -$34.5K -294 -3%
WA
346
WFG Advisors
Texas
$966K +$890K +7,598 +1,178%
WA
347
Winfield Associates
Ohio
$965K -$613K -5,230 -39%
HCA
348
Harbour Capital Advisors
Virginia
$961K – – –
AAP
349
Arax Advisory Partners
Colorado
$957K +$957K +8,166 New
SSWM
350
Smith Salley Wealth Management
North Carolina
$953K +$34.6K +295 +4%
12 13
14
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