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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

601 hedge funds and large institutions have $20.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 254 increasing their positions, 195 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+5
Holders Change %
+0.84%
% of All Funds
16.06%
Holding in Top 10
91
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.64%
% of All Funds
2.43%
New
60
Increased
254
Reduced
195
Closed
49
Calls
$52.1M
Puts
$981M
Net Calls
-$929M
Net Calls Change
-$724M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.5B
2
Goldman Sachs
Goldman Sachs
New York
$868M
3
AC
Allstate Corporation
Illinois
$205M
4
Bank of America
Bank of America
North Carolina
$2.12B
5
IA
IndexIQ Advisors
New York
$304M

Top Sellers

1
LPL Financial
LPL Financial
California
$2.96M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$8.47M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$0
4
SAM
Sentinel Asset Management
Vermont
$78.1M
5
PP
Prudential plc
United Kingdom
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSG
626
Summit Securities Group
New York
– -$1.6M -13,500 Closed
AAIM
627
American Assets Investment Management
California
– -$1.19M -10,000 Closed
Lido Advisors
628
Lido Advisors
California
– -$1.06M -8,965 Closed
FMWA
629
Forvis Mazars Wealth Advisors
Missouri
– -$1.04M -8,780 Closed
Dodge & Cox
630
Dodge & Cox
California
– -$716K -6,030 Closed
Jane Street
631
Jane Street
New York
– -$689K -5,800 Closed
OMC
632
Old Mission Capital
Illinois
– -$590K -4,967 Closed
FF
633
Friedenthal Financial
New Jersey
– -$423K -3,706 Closed
CAPTRUST Financial Advisors
634
CAPTRUST Financial Advisors
North Carolina
– -$376K -3,162 Closed
YMRC
635
Yorktown Management & Research Company
Virginia
– -$368K -3,100 Closed
WSFS
636
Wilmington Savings Fund Society
Delaware
– -$295K -2,484 Closed
CG
637
Cutler Group
California
– -$282K -2,376 Closed
FM
638
Foster & Motley
Ohio
– -$238K -2,003 Closed
BPC
639
Banque Pictet & Cie
Switzerland
– -$238K -2,000 Closed
PNAA
640
Pictet North America Advisors
Switzerland
– -$238K -2,000 Closed
WCM
641
Wealthcare Capital Management
Virginia
– -$235K -1,978 Closed
LPT
642
Legacy Private Trust
Wisconsin
– -$219K -1,845 Closed
PCM
643
Prelude Capital Management
New York
– -$195K -1,640 Closed
CAW
644
Cornerstone Advisors (Washington)
Washington
– -$193K -1,626 Closed
RC
645
Rinet Company
Massachusetts
– -$59K -500 Closed
TAM
646
Trust Asset Management
Texas
– -$37K -317 Closed
PMFA
647
Plante Moran Financial Advisors
Michigan
– -$16K -135 Closed
UFA
648
US Financial Advisors
Massachusetts
– -$16K -131 Closed
CGT
649
Capital Guardian Trust
California
– -$14K -117 Closed
TCM
650
Tradewinds Capital Management
Washington
– -$12K -110 Closed
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