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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
1
Northwestern Mutual Wealth Management
Wisconsin
$147M
2
MCM
2
MKP Capital Management
New York
$96.6M
3
WIM
3
Windhaven Investment Management
Massachusetts
$161M
4
SIM
4
Strategic Investment Management
Virginia
$80.6M
5
UBS AM
5
UBS AM
Illinois
$77.3M

Top Sellers

1
TIAAOA
1
Teachers Insurance & Annuity Association of America
New York
$450M
2
Wells Fargo
2
Wells Fargo
California
$564M
3
Bank of America
3
Bank of America
North Carolina
$1.81B
4
SR
4
Swiss Re
Switzerland
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
PK
651
Pflug Koory
Nebraska
$21 +$21 +179 New
SR
652
Swiss Re
Switzerland
– -$466M -3,783,000 Closed
Wellington Management Group
653
Wellington Management Group
Massachusetts
– -$199M -1,613,300 Closed
AP
654
AHL Partners
United Kingdom
– -$50.4M -409,088 Closed
DILH
655
Dai-ichi Life Holdings
Japan
– -$45M -365,000 Closed
Canada Pension Plan Investment Board
656
Canada Pension Plan Investment Board
Ontario, Canada
– -$22.6M -183,700 Closed
WI
657
WBI Investments
New Jersey
– -$18.1M -146,916 Closed
PFG
658
Piershale Financial Group
Illinois
– -$17.2M -139,612 Closed
PI
659
PineBridge Investments
New York
– -$15M -121,800 Closed
ARCT
660
Anne Ray Charitable Trust
Minnesota
– -$9.95M -80,745 Closed
EPCM
661
Eton Park Capital Management
New York
– -$8.92M -72,450 Closed
FIG
662
FundX Investment Group
California
– -$7.47M -60,637 Closed
FF
663
Friedenthal Financial
New Jersey
– -$6.11M -49,573 Closed
QCMC
664
Quantum Capital Management (California)
California
– -$4.88M -39,592 Closed
AT
665
Arden Trust
Delaware
– -$4.84M -39,276 Closed
KCM
666
Karp Capital Management
California
– -$3.83M -31,124 Closed
NG
667
NatWest Group
United Kingdom
– -$3.46M -28,069 Closed
NA
668
Navellier & Associates
Nevada
– -$3.25M -26,372 Closed
OMC
669
Old Mission Capital
Illinois
– -$3.09M -25,092 Closed
CCT
670
Country Club Trust
Missouri
– -$2.92M -23,734 Closed
GEM
671
Global Endowment Management
North Carolina
– -$2.46M -20,000 Closed
CBOA
672
Commonwealth Bank of Australia
Australia
– -$2.11M -17,106 Closed
IWA
673
IBEX Wealth Advisors
New Jersey
– -$1.94M -15,714 Closed
SG
674
Swarthmore Group
Pennsylvania
– -$1.63M -13,260 Closed
ACP
675
Aviance Capital Partners
Florida
– -$1.55M -12,582 Closed
25 26
27
28 29