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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 %
AWA
426
ARS Wealth Advisors
Florida
$477K – – –
EWM
427
Empirical Wealth Management
Washington
$471K -$1.48K -12 -0.3%
CB
428
Community Bank
New York
$467K – – –
AIIMS
429
Analyst IMS Investment Management Services
Israel
$457K +$22.3K +181 +5%
Nomura Holdings
430
Nomura Holdings
Japan
$457K +$457K +3,706 New
RG
431
Rathbones Group
United Kingdom
$457K +$457K +3,707 New
CCA
432
Clearwater Capital Advisors
Illinois
$453K +$62.1K +510 +16%
FC
433
Forte Capital
New York
$450K -$18.5K -150 -4%
WCM
434
Windward Capital Management
California
$449K +$188K +1,526 +72%
AF
435
Alerus Financial
North Dakota
$437K – – –
Kayne Anderson Rudnick Investment Management
436
Kayne Anderson Rudnick Investment Management
California
$437K – – –
MAM
437
Marquette Asset Management
Minnesota
$437K – – –
SGS
438
Sterling Global Strategies
California
$437K +$437K +3,546 New
MC
439
Moors & Cabot
Massachusetts
$435K -$35.6K -289 -8%
DBIA
440
Dumont & Blake Investment Advisors
New Jersey
$435K -$3.08K -25 -0.7%
PG
441
Patten Group
Tennessee
$430K -$15.9K -130 -4%
WT
442
Whittier Trust
California
$430K – – –
CBU
443
CIBC Bank USA
Illinois
$425K – – –
VIA
444
Vantage Investment Advisors
Pennsylvania
$417K -$67.7K -550 -14%
BAAM
445
Baker Avenue Asset Management
California
$417K -$21.6K -175 -5%
PP
446
Pegasus Partners
Wisconsin
$417K +$417K +3,388 New
HR
447
Howe & Rusling
New York
$413K -$2.47K -20 -0.6%
TWM
448
Torch Wealth Management
Ohio
$412K +$3.08K +25 +0.8%
DWA
449
Dorsey Wright & Associates
California
$410K +$47.2K +383 +13%
DLCIG
450
D.L. Carlson Investment Group
New Hampshire
$408K -$14.2K -115 -3%
16 17
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