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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

669 hedge funds and large institutions have $23.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 271 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+16
Holders Change %
+2.45%
% of All Funds
16.7%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
2.12%
New
79
Increased
271
Reduced
210
Closed
55
Calls
$589M
Puts
$512M
Net Calls
+$77M
Net Calls Change
+$143M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$646M
2
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$544M
3
DILIC
Dai-ichi Life Insurance Company
Japan
$525M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$479M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$298M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.88B
2
GLI
Guardian Life Insurance
New York
$0
3
IA
IndexIQ Advisors
New York
$144M
4
Wells Fargo
Wells Fargo
California
$481M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LYV
526
Live Your Vision
Pennsylvania
$271K +$43.5K +359 +19%
AWM
527
Altavista Wealth Management
North Carolina
$260K -$54.3K -450 -17%
DPI
528
Diversified Portfolios Inc
Michigan
$259K – – –
ST
529
Spinnaker Trust
Maine
$255K -$120K -1,000 -32%
FT
530
Fiduciary Trust
Massachusetts
$254K -$24.1K -200 -9%
MWP
531
Moller Wealth Partners
$254K – – –
OFW
532
Omnia Family Wealth
Florida
$247K – – –
BFA
533
Beaumont Financial Advisors
Massachusetts
$247K +$247K +2,048 New
AAS
534
Annex Advisory Services
Wisconsin
$246K +$246K +2,044 New
NCM
535
New Capital Management
Texas
$242K – – –
SFWA
536
Summit Financial Wealth Advisors
Louisiana
$242K +$242K +2,009 New
LA
537
Legacy Advisors
Pennsylvania
$241K – – –
WSCM
538
Wellington Shields Capital Management
New York
$241K +$30.1K +250 +14%
MA
539
MUFG Americas
New York
$237K – – –
KF
540
Krilogy Financial
Missouri
$227K -$40.2K -334 -15%
BO
541
Bank OZK
Arkansas
$226K – – –
FPCP
542
Fort Point Capital Partners
California
$224K – – –
LI
543
LVZ Inc
Michigan
$223K +$223K +1,850 New
AIM
544
Anchor Investment Management
South Carolina
$221K – – –
GRP
545
Global Retirement Partners
California
$221K +$36.1K +299 +20%
CAMG
546
CWA Asset Management Group
Florida
$220K +$220K +1,822 New
TCOT
547
Trust Company of Toledo
Ohio
$216K – – –
AAA
548
Adams Asset Advisors
Texas
$215K +$215K +1,783 New
EWM
549
Empirical Wealth Management
Washington
$212K -$41.7K -346 -16%
GFPC
550
Global Financial Private Capital
Florida
$210K -$3.49K -29 -2%
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