LQD icon

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 %
Truist Financial
451
Truist Financial
North Carolina
$408K +$34.4K +280 +9%
LBC
452
Lawrence B. Cohen
$406K -$37K -300 -8%
AG
453
Appleton Group
Wisconsin
$406K +$57.6K +468 +17%
FNBT
454
FineMark National Bank & Trust
Florida
$406K +$171K +1,388 +73%
CC
455
Cedar Capital
Illinois
$405K +$58.1K +472 +17%
DT
456
Diversified Trust
Tennessee
$401K +$401K +3,258 New
CFB
457
Cullen/Frost Bankers
Texas
$393K +$9.86K +80 +3%
MAM
458
Mizuho Asset Management
Japan
$387K +$95.3K +774 +33%
JIC
459
Johnson Investment Counsel
Ohio
$381K +$38.8K +315 +11%
SFM
460
Signet Financial Management
New Jersey
$379K +$3.45K +28 +0.9%
HPC
461
HM Payson & Co
Maine
$374K – – –
PCM
462
Parsons Capital Management
Rhode Island
$367K +$118K +959 +48%
WI
463
Wedgewood Investors
Pennsylvania
$365K – – –
BCM
464
Boltwood Capital Management
California
$363K – – –
ST
465
Spinnaker Trust
Maine
$357K +$357K +2,899 New
EDRS
466
Edmond de Rothschild (Suisse)
Switzerland
$356K – – –
JCM
467
Jacobi Capital Management
Pennsylvania
$356K +$62.2K +510 +21%
PCM
468
Palouse Capital Management
Washington
$355K +$14.8K +120 +4%
VV
469
Valentine Ventures
Oregon
$350K +$6.78K +55 +2%
PIA
470
Peachtree Investment Advisors
Georgia
$348K – – –
AWM
471
Altavista Wealth Management
North Carolina
$346K -$30.8K -250 -8%
GC
472
Grimes & Company
Massachusetts
$345K -$41.5M -336,497 -99%
CPP
473
Crow Point Partners
Massachusetts
$344K +$344K +2,786 New
JIC
474
Joel Isaacson & Co
New York
$343K – – –
CSIC
475
Clifford Swan Investment Counsel
California
$339K – – –
17 18
19
20 21