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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 %
LA
526
Legacy Advisors
Pennsylvania
$234K +$234K +2,000 New
LBC
527
Lawrence B. Cohen
$231K -$155K -1,325 -40%
MA
528
MUFG Americas
New York
$230K -$44.9K -384 -16%
NPF
529
Norris Perne & French
Michigan
$230K -$6.8K -58 -3%
IHL
530
Investment House LLC
California
$230K – – –
CG
531
Caprock Group
Idaho
$229K -$1.05M -8,938 -82%
LCM
532
Leisure Capital Management
California
$229K -$19.5K -167 -8%
WIC
533
Whitegate Investment Counselors
New Hampshire
$228K +$228K +1,944 New
RWA
534
RGT Wealth Advisors
Texas
$220K +$220K +1,877 New
FPCP
535
Fort Point Capital Partners
California
$219K -$409K -3,462 -65%
AIA
536
Allegis Investment Advisors
Idaho
$216K -$1.34M -11,441 -86%
AIM
537
Anchor Investment Management
South Carolina
$215K – – –
NL
538
NWAM LLC
Washington
$210K +$210K +1,794 New
ONB
539
Old National Bancorp
Indiana
$206K -$5.86K -50 -3%
TC
540
Telemus Capital
Michigan
$205K -$346K -2,957 -63%
WSCM
541
Wellington Shields Capital Management
New York
$205K – – –
MAS
542
Madden Advisory Services
Florida
$202K +$202K +1,730 New
PWM
543
Perigon Wealth Management
California
$201K -$747K -6,346 -79%
CWM
544
Calamos Wealth Management
Illinois
$201K -$58.8K -502 -23%
11A
545
10-15 Associates
New York
$201K -$56.6K -483 -22%
GP
546
Girard Partners
Pennsylvania
$200K +$200K +1,709 New
LNB
547
Ledyard National Bank
$195K – – –
LYV
548
Live Your Vision
Pennsylvania
$191K +$36.7K +313 +24%
PSW
549
Portfolio Strategies (Washington)
Washington
$183K +$183K +1,560 New
GEA
550
Glen Eagle Advisors
New Jersey
$179K +$179K +1,532 New
20 21
22
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