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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 %
VIA
451
Vantage Investment Advisors
Pennsylvania
$399K +$1.53K +13 +0.4%
FFA
452
First Foundation Advisors
California
$393K +$393K +3,354 New
SPIA
453
Steward Partners Investment Advisory
New York
$393K +$393K +3,354 New
TWM
454
Torch Wealth Management
Ohio
$392K – – –
CI
455
Cigna Investments
Connecticut
$391K +$391K +3,339,000 New
FTIOP
456
Fiduciary Trust International of Pennsylvania
Pennsylvania
$390K -$117K -1,000 -23%
MAM
457
Marquette Asset Management
Minnesota
$389K -$27.3K -233 -7%
WT
458
Whittier Trust
California
$388K -$21K -179 -5%
CFB
459
Cullen/Frost Bankers
Texas
$386K +$12.1K +103 +3%
FC
460
Forte Capital
New York
$384K -$43.9K -375 -10%
HR
461
Howe & Rusling
New York
$381K -$11.7K -100 -3%
AFP
462
Ausdal Financial Partners
Iowa
$379K +$111K +952 +42%
HPC
463
HM Payson & Co
Maine
$375K +$19.8K +169 +6%
PCM
464
Parsons Capital Management
Rhode Island
$369K +$20.2K +172 +6%
BA
465
Boston Advisors
Massachusetts
$362K +$41.6K +355 +13%
CIAS
466
Capital Investment Advisory Services
North Carolina
$360K +$360K +3,071 New
NDSI
467
Newman Dignan & Sheerar Inc
Rhode Island
$358K +$48.9K +417 +16%
JCM
468
Jacobi Capital Management
Pennsylvania
$357K +$12.6K +107 +4%
DLCIG
469
D.L. Carlson Investment Group
New Hampshire
$356K -$32K -273 -8%
BCM
470
Boltwood Capital Management
California
$349K +$3.51K +30 +1%
RWP
471
RWA Wealth Partners
Massachusetts
$345K +$345K +2,942 New
ST
472
Spinnaker Trust
Maine
$340K – – –
WI
473
Wedgewood Investors
Pennsylvania
$338K -$8.78K -75 -3%
PCM
474
Palouse Capital Management
Washington
$337K – – –
FNBT
475
FineMark National Bank & Trust
Florida
$335K -$51K -435 -13%
17 18
19
20 21