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 %
VWM
476
Venturi Wealth Management
Texas
$337K -$1.48K -12 -0.4%
BA
477
Boston Advisors
Massachusetts
$337K – – –
NDSI
478
Newman Dignan & Sheerar Inc
Rhode Island
$325K -$24.7K -200 -7%
FC
479
FCA Corp
Texas
$318K -$12.7K -103 -4%
BIAS
480
Beacon Investment Advisory Services
New Jersey
$316K -$88.4K -719 -22%
HL
481
HeadInvest LLC
Maine
$305K +$61K +500 +25%
IC
482
Investment Counsel
Michigan
$304K -$481K -3,905 -61%
GIA
483
Granite Investment Advisors
New Hampshire
$303K +$3.08K +25 +1%
NCM
484
Narwhal Capital Management
Georgia
$301K – – –
EAM
485
Evanson Asset Management
California
$301K +$985 +8 +0.3%
HFS
486
HL Financial Services
Kentucky
$301K +$8.61K +70 +3%
KF
487
Krilogy Financial
Missouri
$296K +$35.2K +286 +14%
WAM
488
Weatherly Asset Management
California
$292K +$292K +2,368 New
WA
489
Waverly Advisors
Alabama
$290K -$725K -5,894 -71%
MA
490
MUFG Americas
New York
$289K -$6.15K -50 -2%
NCM
491
Neumann Capital Management
California
$289K +$24.7K +200 +9%
CC
492
Cadinha & Co
Hawaii
$284K -$30.3K -246 -10%
BCA
493
Bernzott Capital Advisors
California
$283K – – –
SIG
494
Stanford Investment Group
California
$283K +$29.7K +241 +12%
AFP
495
Ausdal Financial Partners
Iowa
$281K +$281K +2,285 New
CIBC World Market
496
CIBC World Market
Ontario, Canada
$278K -$23.1K -188 -8%
SFWA
497
Summit Financial Wealth Advisors
Louisiana
$275K -$98.7K -800 -26%
CWM
498
Calamos Wealth Management
Illinois
$273K +$28.2K +229 +12%
11A
499
10-15 Associates
New York
$271K -$75.5K -613 -22%
JHIU
500
Janus Henderson Investors US
Colorado
$270K +$270K +2,190 New
18 19
20
21 22