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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 %
RAM
601
Riggs Asset Management
Pennsylvania
$18K – – –
MCM
602
McKinley Capital Management
Alaska
$18K +$18K +147 New
OSNBOA
603
Old Second National Bank of Aurora
Illinois
$12K +$12K +100 New
First Manhattan
604
First Manhattan
New York
$11K -$3.36K -29 -23%
CAL
605
Capital Advisors Ltd
Ohio
$11K – – –
JFA
606
JNBA Financial Advisors
Minnesota
$8K -$12.2K -105 -60%
S
607
SignatureFD
Georgia
$8K +$6.03K +52 +306%
FMII
608
Farmers & Merchants Investments Inc
Nebraska
$7K -$41K -322 -85%
FWM
609
Focused Wealth Management
New York
$7K – – –
CA
610
CapWealth Advisors
Tennessee
$6K – – –
BCI
611
Brinker Capital Investments
Pennsylvania
$5K +$5K +39 New
RBA
612
Richard Bernstein Advisors
New York
$5K +$5K +42 New
LWM
613
Lenox Wealth Management
Ohio
$4K – – –
MIM
614
Macroview Investment Management
Maryland
$4K +$4K +31 New
JGIA
615
Jackson Grant Investment Advisers
Connecticut
$4K +$4K +32 New
CBT
616
Central Bank & Trust
Kentucky
$3K +$3K +25 New
HW
617
Hedeker Wealth
Illinois
$2.75K -$13K -1,602 -83%
SBL
618
Sargent Bickham Lagudis
Colorado
$2.19K -$150K -20,001 -99%
TFA
619
Transamerica Financial Advisors
Florida
$2K -$143 -1 -7%
MCM
620
MV Capital Management
Maryland
$2K – – –
SIC
621
Salem Investment Counselors
North Carolina
$1.06K +$1.06K +864 New
ED
622
Exane Derivatives
France
$246 +$123 +1 +100%
Bank of Nova Scotia
623
Bank of Nova Scotia
Ontario, Canada
– -$61.4M -500,000 Closed
CGI
624
CI Global Investments
California
– -$49.8M -406,000 Closed
CWM
625
CIBC World Markets
New York
– -$36.8M -300,000 Closed
23 24
25
26 27