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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 %
KAM
401
Keeley Asset Management
Illinois
$580K -$15.3K -131 -3%
LTI
402
Laffer Tengler Investments
Tennessee
$579K -$58.7K -501 -9%
CFA
403
Carroll Financial Associates
North Carolina
$576K +$33.4K +285 +6%
KT
404
Kanaly Trust
Texas
$570K – – –
NIMC
405
NWQ Investment Management Company
California
$566K -$30.3K -259 -5%
FWM
406
Frontier Wealth Management
Missouri
$554K -$1.21M -10,332 -69%
WCM
407
Windward Capital Management
California
$549K +$122K +1,041 +29%
NCM
408
Neumann Capital Management
California
$549K +$275K +2,345 +100%
MC
409
Moors & Cabot
Massachusetts
$548K +$132K +1,121 +32%
Neuberger Berman Group
410
Neuberger Berman Group
New York
$540K +$13.9K +119 +3%
CC
411
Cognios Capital
Kansas
$539K +$53.8K +459 +11%
PVWM
412
Point View Wealth Management
New Jersey
$534K -$63.3K -540 -11%
BAS
413
Brown Advisory Securities
Maryland
$515K +$17.2K +147 +3%
SAMC
414
Spectrum Asset Management (Connecticut)
Connecticut
$515K +$515K +4,397 New
MCP
415
Mirador Capital Partners
California
$514K -$5.71M -48,662 -92%
DZ Bank
416
DZ Bank
Germany
$509K +$509K +1,040 New
AMIM
417
Aull & Monroe Investment Management
Alabama
$502K +$11.7K +100 +2%
Invesco
418
Invesco
Georgia
$497K -$12.6K -108 -2%
PFS
419
Prospera Financial Services
Texas
$497K +$7.93K +67 +2%
MA
420
MCF Advisors
Kentucky
$490K +$490K +4,179 New
HF
421
HRT Financial
New York
$489K +$489K +4,181 New
Chevy Chase Trust
422
Chevy Chase Trust
Maryland
$486K -$32.9K -281 -6%
HS
423
Horan Securities
United States
$483K +$16.5K +141 +4%
LWAC
424
Laurel Wealth Advisors (California)
California
$478K -$111K -950 -19%
AC
425
Abbrea Capital
California
$478K +$478K +4,081 New
15 16
17
18 19