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

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.96M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$8.47M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$0
4
SAM
4
Sentinel Asset Management
Vermont
$78.1M
5
PP
5
Prudential plc
United Kingdom
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
51
AHL Partners
United Kingdom
$62M +$14.9M +121,223 +32%
Bank of Nova Scotia
52
Bank of Nova Scotia
Ontario, Canada
$61.4M -$43M -350,000 -41%
PCA
53
Personal Capital Advisors
California
$60.1M +$9.15M +74,518 +18%
HI
54
Horizon Investments
North Carolina
$51.4M +$24M +195,881 +88%
RJA
55
Raymond James & Associates
Florida
$51.2M +$742K +6,048 +1%
CIA
56
Capital Investment Advisors
Georgia
$50.3M +$11.6M +94,760 +30%
CGI
57
CI Global Investments
California
$49.8M +$25.4M +207,000 +104%
FI
58
FormulaFolio Investments
Michigan
$49.7M +$20.4M +165,883 +69%
BJ
59
BlackRock Japan
Japan
$47.6M +$46.2M +376,454 +3,234%
US Bancorp
60
US Bancorp
Minnesota
$45.5M -$5.71M -46,551 -11%
CI Investments Inc
61
CI Investments Inc
Ontario, Canada
$44M +$1.96M +16,000 +5%
GC
62
Grimes & Company
Massachusetts
$41.6M +$307K +2,503 +0.7%
SMM
63
Stadion Money Management
Georgia
$40.8M -$1.17M -9,539 -3%
CS
64
Credit Suisse
Switzerland
$39.4M -$8.13M -66,207 -17%
SMA
65
Simply Money Advisors
Ohio
$39.3M +$2.94M +23,986 +8%
BIM
66
BlackRock Investment Management
Delaware
$39M -$25.3M -205,947 -39%
CWM
67
CIBC World Markets
New York
$36.8M -$16.6M -135,600 -31%
AssetMark Inc
68
AssetMark Inc
California
$36.8M +$6.27M +51,088 +21%
ACI
69
AMP Capital Investors
Australia
$35.9M +$1.72M +14,100 +5%
FA
70
FDx Advisors
Illinois
$34.8M +$4.39M +35,742 +14%
NYLIM
71
New York Life Investment Management
New York
$34.4M +$724K +5,900 +2%
VFA
72
Voya Financial Advisors
Connecticut
$34.3M +$5.73M +46,843 +20%
HMC
73
Higher Moment Capital
Massachusetts
$34.2M +$19.2M +156,751 +129%
Lazard Asset Management
74
Lazard Asset Management
New York
$33.1M -$32.3M – –
PAMU
75
Pictet Asset Management (UK)
United Kingdom
$31M +$1.25M +10,466 +4%
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3
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