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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

601 hedge funds and large institutions have $20.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 254 increasing their positions, 195 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+5
Holders Change %
+0.84%
% of All Funds
16.06%
Holding in Top 10
91
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.64%
% of All Funds
2.43%
New
60
Increased
254
Reduced
195
Closed
49
Calls
$52.1M
Puts
$981M
Net Calls
-$929M
Net Calls Change
-$724M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$469M
2
Goldman Sachs
Goldman Sachs
New York
+$455M
3
AC
Allstate Corporation
Illinois
+$205M
4
Bank of America
Bank of America
North Carolina
+$193M
5
IA
IndexIQ Advisors
New York
+$144M

Top Sellers

1
LPL Financial
LPL Financial
California
-$296M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$271M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$236M
4
SAM
Sentinel Asset Management
Vermont
-$221M
5
PP
Prudential plc
United Kingdom
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
426
Kingfisher Capital
North Carolina
$444K +$12.3K +100 +3%
JFGIW
427
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$443K +$8.6K +70 +2%
LBC
428
Lawrence B. Cohen
$441K -$110K -900 -20%
DBIA
429
Dumont & Blake Investment Advisors
New Jersey
$437K -$6.14K -50 -1%
BAAM
430
Baker Avenue Asset Management
California
$437K – – –
MAM
431
Marquette Asset Management
Minnesota
$436K -$3.69K -30 -0.8%
Kayne Anderson Rudnick Investment Management
432
Kayne Anderson Rudnick Investment Management
California
$436K – – –
AF
433
Alerus Financial
North Dakota
$436K +$436K +3,550 New
AIIMS
434
Analyst IMS Investment Management Services
Israel
$433K – – –
PGFC
435
Peapack-Gladstone Financial Corp
New Jersey
$428K -$31.9K -260 -7%
WT
436
Whittier Trust
California
$428K +$21.9K +179 +5%
CBU
437
CIBC Bank USA
Illinois
$424K – – –
DLCIG
438
D.L. Carlson Investment Group
New Hampshire
$420K +$52.7K +430 +14%
HR
439
Howe & Rusling
New York
$414K +$39.2K +319 +10%
TWM
440
Torch Wealth Management
Ohio
$407K – – –
BIAS
441
Beacon Investment Advisory Services
New Jersey
$404K +$103K +842 +34%
CCA
442
Clearwater Capital Advisors
Illinois
$397K +$397K +3,209 New
NPT
443
Nixon Peabody Trust
Massachusetts
$388K -$42.9K -350 -10%
NVCHI
444
New Vernon Capital Holdings II
New Jersey
$382K +$382K +3,100 New
CFB
445
Cullen/Frost Bankers
Texas
$381K +$22.4K +183 +6%
FCCM
446
First City Capital Management
Georgia
$376K -$31.2K -254 -8%
AWM
447
Altavista Wealth Management
North Carolina
$375K -$8.59K -70 -2%
SFM
448
Signet Financial Management
New Jersey
$374K -$23.4K -191 -6%
HPC
449
HM Payson & Co
Maine
$373K -$54.7K -445 -13%
Truist Financial
450
Truist Financial
North Carolina
$373K -$38.2K -311 -9%
16 17
18
19 20