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 %
HB
376
Homrich & Berg
Georgia
$718K -$199K -1,612 -22%
WIC
377
Woodmont Investment Counsel
Tennessee
$708K -$16K -130 -2%
PAS
378
Partnervest Advisory Services
California
$706K +$124K +1,008 +21%
WCA
379
Westover Capital Advisors
Delaware
$702K +$29.4K +239 +4%
CB
380
Chemical Bank
Michigan
$701K – – –
MHS
381
M Holdings Securities
Oregon
$701K +$141K +1,142 +25%
HIMC
382
Heritage Investors Management Corp
Maryland
$690K -$61.6K -500 -8%
SAM
383
Solaris Asset Management
New York
$685K +$129K +1,050 +23%
BHB
384
Bank Hapoalim BM
Israel
$684K – – –
LTI
385
Laffer Tengler Investments
Tennessee
$670K -$6.04K -49 -0.9%
FPCG
386
Fort Pitt Capital Group
Pennsylvania
$664K +$123 +1 +0%
FPCP
387
Fort Point Capital Partners
California
$655K +$45.2K +367 +7%
TI
388
Truepoint Inc
Ohio
$647K -$333K -2,700 -34%
EWM
389
Evercore Wealth Management
New York
$647K – – –
CHC
390
City Holding Co
West Virginia
$633K -$6.16K -50 -1%
PVWM
391
Point View Wealth Management
New Jersey
$628K -$9.36K -76 -1%
NIMC
392
NWQ Investment Management Company
California
$627K +$43.5K +353 +7%
KAM
393
Keeley Asset Management
Illinois
$626K +$119K +964 +23%
LWAC
394
Laurel Wealth Advisors (California)
California
$620K -$16.9K -137 -3%
PGFC
395
Peapack-Gladstone Financial Corp
New Jersey
$602K +$172K +1,400 +40%
BJ
396
Brouwer & Janachowski
California
$601K -$1.25M -10,180 -68%
KT
397
Kanaly Trust
Texas
$599K – – –
DWM
398
Destination Wealth Management
California
$593K -$177K -1,437 -23%
ACI
399
AMP Capital Investors
Australia
$580K -$35.6M -288,700 -98%
TC
400
Telemus Capital
Michigan
$580K -$6.78K -55 -1%
14 15
16
17 18