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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
$2.45B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$586M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$199M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.01B

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$78M
2
Goldman Sachs
Goldman Sachs
New York
$506M
3
Wells Fargo
Wells Fargo
California
$1.33B
4
UBS Group
UBS Group
Switzerland
$783M
5
AB
Aozora Bank
Japan
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
526
Corient Capital Partners
California
$203K +$203K +1,646 New
AB
527
AT Bancorp
Iowa
$201K – – –
PVH
528
Psagot Value Holdings
Israel
$174K -$21.2K -172 -11%
BCM
529
Blume Capital Management
California
$169K -$73.7K -600 -30%
CAPTRUST Financial Advisors
530
CAPTRUST Financial Advisors
North Carolina
$169K +$169K +1,377 New
WTC
531
WhitTier Trust Company
Nevada
$167K – – –
LYV
532
Live Your Vision
Pennsylvania
$162K +$162K +1,316 New
Daiwa Securities Group
533
Daiwa Securities Group
Japan
$160K +$160K +1,300 New
AIP
534
Ameritas Investment Partners
Nebraska
$153K – – –
CDIA
535
Capital Directions Investment Advisors
Georgia
$150K – – –
EDRE
536
Edmond de Rothschild (Europe)
Luxembourg
$148K -$459K -3,725 -76%
ClearBridge Investments
537
ClearBridge Investments
New York
$137K -$4.93M -39,992 -97%
AP
538
Atwood & Palmer
Missouri
$133K – – –
GI
539
Gradient Investments
Minnesota
$131K +$61K +495 +87%
BC
540
Bartlett & Co
Ohio
$129K -$79K -639 -38%
CTC
541
Central Trust Company
Missouri
$127K -$25.2K -205 -17%
PSC
542
Prentiss Smith & Co
Vermont
$126K – – –
GWS
543
Glassman Wealth Services
Virginia
$124K +$124K +1,009 New
CPIG
544
Chicago Partners Investment Group
Illinois
$123K – – –
CYG
545
Clean Yield Group
Vermont
$119K +$119K +966 New
PSUF
546
People's United Financial
Connecticut
$114K -$12.3K -100 -10%
LWM
547
LBA Wealth Management
Florida
$113K -$33.9K -275 -23%
MLM
548
Mount Lucas Management
Pennsylvania
$113K +$13.3K +108 +13%
AF
549
Allworth Financial
California
$111K +$31.1K +253 +39%
JSAM
550
J. Safra Asset Management
New York
$109K +$109K +882 New
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