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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 %
AWE
401
Avidian Wealth Enterprises
Texas
$577K +$577K +4,687 New
CFA
402
Carroll Financial Associates
North Carolina
$571K +$51.7K +420 +10%
Neuberger Berman Group
403
Neuberger Berman Group
New York
$553K – – –
QAM
404
Quantres Asset Management
Cayman Islands
$549K +$549K +4,458 New
Chevy Chase Trust
405
Chevy Chase Trust
Maryland
$546K +$35.8K +290 +7%
IIC
406
Integrated Investment Consultants
Michigan
$542K +$13.9K +114 +3%
SBWM
407
Sunflower Bank Wealth Management
Arizona
$536K -$71.4K -579 -12%
Invesco
408
Invesco
Georgia
$536K -$26.6K -216 -5%
BAM
409
Berkshire Asset Management
Pennsylvania
$535K -$79.3K -643 -13%
BWP
410
Baldwin Wealth Partners
Massachusetts
$534K +$405K +3,288 +313%
FTIOP
411
Fiduciary Trust International of Pennsylvania
Pennsylvania
$533K -$6.16K -50 -1%
PWMAG
412
Pinnacle Wealth Management Advisory Group
New Jersey
$531K -$41.3K -335 -7%
CGH
413
Crossmark Global Holdings
Texas
$529K +$529K +4,362 New
BAS
414
Brown Advisory Securities
Maryland
$522K +$71.6K +582 +16%
AMIM
415
Aull & Monroe Investment Management
Alabama
$516K – – –
CC
416
Cognios Capital
Kansas
$510K -$7.52K -61 -1%
PFS
417
Prospera Financial Services
Texas
$509K +$42.6K +346 +9%
CWM
418
Confluence Wealth Management
Oregon
$501K – – –
AW
419
ACG Wealth
Georgia
$500K +$271K +2,196 +118%
SBH
420
Segall Bryant & Hamill
Illinois
$488K +$12K +97 +3%
HS
421
Horan Securities
United States
$487K +$16.9K +138 +4%
PCMC
422
Paragon Capital Management (Colorado)
Colorado
$486K -$73.5K -597 -13%
CHA
423
Cedar Hill Associates
Illinois
$484K -$6.16K -50 -1%
JCM
424
Jag Capital Management
Missouri
$481K +$3.08K +25 +0.6%
NVCHI
425
New Vernon Capital Holdings II
New Jersey
$481K +$99K +803 +26%
15 16
17
18 19