LQD icon

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 %
HCA
351
Harbour Capital Advisors
Virginia
$1.01M -$12.3K -100 -1%
PWM
352
Perigon Wealth Management
California
$992K +$766K +6,215 +338%
DJSG
353
D.J. St. Germain
Massachusetts
$975K +$37.7K +306 +4%
SSWM
354
Smith Salley Wealth Management
North Carolina
$966K +$51.7K +420 +6%
SAM
355
Shamrock Asset Management
Texas
$913K +$96.1K +780 +12%
EDRH
356
Edmond de Rothschild Holding
Switzerland
$903K -$446K -3,625 -33%
FHC
357
First Heartland Consultants
Missouri
$878K +$228K +1,853 +35%
PAI
358
Pittenger & Anderson Inc
Nebraska
$867K -$22.4K -182 -3%
WI
359
WrapManager Inc
California
$863K -$9.98K -81 -1%
VC
360
Vicus Capital
Pennsylvania
$843K -$1.45M -11,756 -63%
RCAG
361
Rehmann Capital Advisory Group
Michigan
$843K +$144K +1,166 +21%
HTC
362
Haverford Trust Company
Pennsylvania
$838K – – –
DIA
363
Denver Investment Advisors
Colorado
$823K – – –
CHAM
364
Clear Harbor Asset Management
Connecticut
$813K -$198K -1,610 -20%
LS
365
Lattice Strategies
Pennsylvania
$804K -$60.6K -492 -7%
EWA
366
EP Wealth Advisors
California
$804K +$23.4K +190 +3%
WI
367
Wintrust Investments
Illinois
$795K +$154K +1,247 +24%
Cetera Investment Advisers
368
Cetera Investment Advisers
Illinois
$791K +$102K +823 +15%
TC
369
Trust Company
Kansas
$788K +$180K +1,459 +30%
NFA
370
Nationwide Fund Advisors
Ohio
$781K -$177K -1,435 -18%
AZA
371
Arthur Zaske & Associates
Michigan
$777K +$777K +6,308 New
PAA
372
Peregrine Asset Advisers
Oregon
$776K -$21.9K -178 -3%
DAS
373
Dynamic Advisor Solutions
Arizona
$771K +$98.2K +797 +15%
HT
374
HighTower Trust
Texas
$763K -$25.6K -208 -3%
CTA
375
Chesley Taft & Associates
Illinois
$740K +$148K +1,200 +25%
13 14
15
16 17