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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 %
Koshinski Asset Management
476
Koshinski Asset Management
Illinois
$334K +$334K +2,847 New
JIC
477
Joel Isaacson & Co
New York
$326K – – –
EWA
478
EP Wealth Advisors
California
$325K -$117K -1,732 -27%
CSIC
479
Clifford Swan Investment Counsel
California
$322K – – –
CAI
480
Capital Advisors Inc
Oklahoma
$316K +$316K +2,700 New
IIA
481
IPG Investment Advisors
California
$313K +$313K +2,673 New
CHA
482
Cedar Hill Associates
Illinois
$311K -$150K -1,275 -32%
TSS
483
Two Sigma Securities
New York
$311K +$311K +2,656 New
FC
484
FCA Corp
Texas
$308K +$5.16K +44 +2%
JC
485
Jentner Corp
Ohio
$308K +$308K +2,625 New
AWM
486
Altavista Wealth Management
North Carolina
$305K -$23.4K -200 -7%
KA
487
Kovack Advisors
Florida
$303K +$303K +2,584 New
DWM
488
Destination Wealth Management
California
$301K -$263K -2,248 -47%
HL
489
HeadInvest LLC
Maine
$298K +$4.7K +40 +2%
EAM
490
Evanson Asset Management
California
$297K +$11K +94 +4%
CYG
491
Clean Yield Group
Vermont
$293K +$180K +1,532 +159%
SFM
492
Signet Financial Management
New Jersey
$291K -$69.8K -595 -19%
VV
493
Valentine Ventures
Oregon
$290K -$43.2K -368 -13%
FT
494
Fiduciary Trust
Massachusetts
$290K +$95.9K +818 +49%
GIA
495
Granite Investment Advisors
New Hampshire
$288K – – –
NCM
496
Narwhal Capital Management
Georgia
$286K – – –
PIA
497
Peachtree Investment Advisors
Georgia
$284K -$46.9K -400 -14%
FNT
498
First National Trust
Pennsylvania
$278K +$278K +2,371 New
WAM
499
Weatherly Asset Management
California
$277K – – –
IC
500
Investment Counsel
Michigan
$275K -$14.7K -125 -5%
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