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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 %
CCFCSB
351
Cape Cod Five Cents Savings Bank
Massachusetts
$940K -$121K -1,030 -11%
RCAG
352
Rehmann Capital Advisory Group
Michigan
$935K +$133K +1,136 +17%
Susquehanna International Group
353
Susquehanna International Group
Pennsylvania
$927K -$172M -1,466,132 -99%
Cetera Investment Advisers
354
Cetera Investment Advisers
Illinois
$926K +$175K +1,488 +23%
SYBT
355
Stock Yards Bank & Trust
Kentucky
$908K -$598K -5,103 -40%
AIM
356
Advantage Investment Management
Iowa
$901K -$5.13M -43,782 -85%
Truist Financial
357
Truist Financial
North Carolina
$895K +$506K +4,322 +130%
Schroder Investment Management Group
358
Schroder Investment Management Group
United Kingdom
$869K -$2.13M -18,198 -71%
RPG
359
Risk Paradigm Group
Texas
$867K -$3.71M -31,659 -81%
CHAM
360
Clear Harbor Asset Management
Connecticut
$865K +$91.7K +783 +12%
IPC
361
Independent Portfolio Consultants
Florida
$861K -$1.01M -8,600 -54%
CIM
362
Cambria Investment Management
California
$855K -$2.1M -17,908 -71%
SAM
363
Solaris Asset Management
New York
$852K +$201K +1,715 +31%
KBFS
364
Kohmann Bosshard Financial Services
Ohio
$834K +$834K +7,119 New
PAS
365
Partnervest Advisory Services
California
$831K +$160K +1,361 +24%
LPIC
366
LeJeune Puetz Investment Counsel
Michigan
$829K +$829K +7,072 New
DWM
367
Darwin Wealth Management
Florida
$822K -$2.82M -24,053 -77%
CP
368
Coho Partners
Pennsylvania
$814K +$814K +6,950 New
WCA
369
Westover Capital Advisors
Delaware
$813K +$146K +1,243 +22%
HTC
370
Haverford Trust Company
Pennsylvania
$797K – – –
Daiwa Securities Group
371
Daiwa Securities Group
Japan
$797K +$645K +5,500 +423%
DIA
372
Denver Investment Advisors
Colorado
$765K -$17.6K -150 -2%
FHC
373
First Heartland Consultants
Missouri
$762K -$74K -631 -9%
VC
374
Vicus Capital
Pennsylvania
$762K -$39.6K -338 -5%
GWM
375
Geneos Wealth Management
Colorado
$761K -$1.53M -13,058 -67%
13 14
15
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