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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 %
HT
376
HighTower Trust
Texas
$735K +$9.84K +84 +1%
HIMC
377
Heritage Investors Management Corp
Maryland
$703K +$46.6K +398 +7%
TI
378
Truepoint Inc
Ohio
$699K +$82.2K +700 +13%
CTA
379
Chesley Taft & Associates
Illinois
$695K -$8.78K -75 -1%
IWM
380
IHT Wealth Management
Illinois
$695K +$695K +5,926 New
AWE
381
Avidian Wealth Enterprises
Texas
$694K +$145K +1,238 +26%
PGFC
382
Peapack-Gladstone Financial Corp
New Jersey
$690K +$117K +1,000 +20%
CB
383
Chemical Bank
Michigan
$690K +$23.1K +197 +3%
TC
384
Trust Company
Kansas
$688K -$61.7K -527 -8%
DJSG
385
D.J. St. Germain
Massachusetts
$682K -$246K -2,102 -27%
WIC
386
Woodmont Investment Counsel
Tennessee
$681K +$8.2K +70 +1%
FPCG
387
Fort Pitt Capital Group
Pennsylvania
$680K +$48.3K +412 +8%
WI
388
Wintrust Investments
Illinois
$677K -$79.3K -677 -10%
MHS
389
M Holdings Securities
Oregon
$675K +$7.97K +68 +1%
CCA
390
Clearwater Capital Advisors
Illinois
$667K +$231K +1,967 +53%
PAG
391
Pinnacle Advisory Group
Maryland
$660K +$660K +5,629 New
LS
392
Lattice Strategies
Pennsylvania
$651K -$114K -970 -15%
AGM
393
Alpine Global Management
New York
$648K +$648K +5,528 New
HB
394
Homrich & Berg
Georgia
$645K -$37.6K -321 -6%
AIIMS
395
Analyst IMS Investment Management Services
Israel
$633K +$199K +1,694 +46%
EWM
396
Evercore Wealth Management
New York
$616K – – –
FHA
397
Flagship Harbor Advisors
Massachusetts
$615K +$615K +5,242 New
BHB
398
Bank Hapoalim BM
Israel
$602K -$42.4K -100 -7%
CHC
399
City Holding Co
West Virginia
$602K – – –
LPC
400
Loeb Partners Corp
New York
$586K +$586K +5,000 New
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16
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