LQD icon

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 %
CWM
426
Confluence Wealth Management
Oregon
$477K – – –
BJ
427
Brouwer & Janachowski
California
$467K -$104K -891 -18%
AW
428
ACG Wealth
Georgia
$462K -$12.9K -110 -3%
WC
429
Wexford Capital
Florida
$459K -$1.3M -11,068 -74%
SBWM
430
Sunflower Bank Wealth Management
Arizona
$457K -$52.9K -451 -10%
EDRH
431
Edmond de Rothschild Holding
Switzerland
$453K -$406K -3,465 -47%
DT
432
Diversified Trust
Tennessee
$446K +$64.6K +552 +17%
JIC
433
Johnson Investment Counsel
Ohio
$443K +$80.6K +688 +22%
CIBC World Market
434
CIBC World Market
Ontario, Canada
$442K +$177K +1,511 +67%
CB
435
Community Bank
New York
$441K -$3.52K -30 -0.8%
JCM
436
Jag Capital Management
Missouri
$436K -$22K -188 -5%
SBH
437
Segall Bryant & Hamill
Illinois
$433K -$30.7K -262 -7%
AG
438
Appleton Group
Wisconsin
$425K +$38.2K +326 +10%
SGS
439
Sterling Global Strategies
California
$423K +$7.96K +68 +2%
Kayne Anderson Rudnick Investment Management
440
Kayne Anderson Rudnick Investment Management
California
$417K +$938 +8 +0.2%
AF
441
Alerus Financial
North Dakota
$416K – – –
Citadel Advisors
442
Citadel Advisors
Florida
$415K +$415K +3,540 New
DBIA
443
Dumont & Blake Investment Advisors
New Jersey
$414K – – –
PG
444
Patten Group
Tennessee
$414K – – –
BAAM
445
Baker Avenue Asset Management
California
$411K +$14.3K +122 +4%
BAM
446
Berkshire Asset Management
Pennsylvania
$410K -$98.4K -840 -19%
CBU
447
CIBC Bank USA
Illinois
$404K – – –
ACM
448
Ashford Capital Management
Delaware
$402K -$3.04M -25,921 -88%
AWM
449
AE Wealth Management
Kansas
$401K +$401K +3,420 New
NFA
450
Nationwide Fund Advisors
Ohio
$400K -$343K -2,926 -46%
16 17
18
19 20