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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

563 hedge funds and large institutions have $18.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 204 increasing their positions, 192 reducing their positions, and 37 closing their positions.

Holders
563
Holders Change
+43
Holders Change %
+8.27%
% of All Funds
14.78%
Holding in Top 10
80
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+19.4%
% of All Funds
2.1%
New
85
Increased
204
Reduced
192
Closed
37
Calls
$290M
Puts
$924M
Net Calls
-$634M
Net Calls Change
-$562M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.69B
2
UBS Group
2
UBS Group
Switzerland
$631M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$260M
4
LPL Financial
4
LPL Financial
California
$331M
5
IA
5
IndexIQ Advisors
New York
$256M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$669M
2
Wells Fargo
2
Wells Fargo
California
$648M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$16M
4
SR
4
Swiss Re
Switzerland
$658M
5
UBS AM
5
UBS AM
Illinois
$76.4M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
76
Voya Financial Advisors
Connecticut
$25.3M 222,579 +98,899 +80%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$22.7M 199,106 +34,319 +21%
SL
78
Summitry LLC
California
$22.6M 198,346 +2,523 +1%
AssetMark Inc
79
AssetMark Inc
California
$21.9M 192,505 -102,510 -35%
MLIC
80
Mandatum Life Insurance Company
Finland
$21M 184,269 +184,269 New
WF
81
Welch & Forbes
Massachusetts
$20.2M 177,193 -2,070 -1%
Franklin Resources
82
Franklin Resources
California
$19.5M 170,873 -14,444 -8%
SAMC
83
Shinko Asset Management Company
Japan
$19.3M 169,000 +10,000 +6%
HFA
84
High Falls Advisors
New York
$18.9M 166,174 +166,174 New
WA
85
Waverly Advisors
Alabama
$18.9M 165,610 +160,580 +3,192%
GWM
86
Gupta Wealth Management
California
$18.1M 158,801 +1,982 +1%
BWM
87
Braver Wealth Management
Massachusetts
$17.5M 153,506 +95,703 +166%
HCM
88
Hilton Capital Management
New York
– – – –
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$17.2M 150,809 -90,972 -38%
CI
90
Conning Inc
Connecticut
$16.4M 143,405 +57,935 +68%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$16.1M 141,555 +25,760 +22%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$16M 140,355 -1,597,019 -92%
ECM
93
Evergreen Capital Management
Washington
$15.9M 139,816 -7,485 -5%
ACI
94
AMP Capital Investors
Australia
$15.9M 139,639 +13,800 +11%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$15.5M 136,080 -11,553 -8%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$15.1M 132,085 +793 +0.6%
JIP
97
Jaffetilchin Investment Partners
Florida
$15M 131,964 -10,281 -7%
NMIS
98
Northwestern Mutual Investment Services
Wisconsin
$15M 131,499 +12,532 +11%
MSU
99
Mizuho Securities USA
New York
$14.3M 125,500 +125,500 New
CIM
100
Confluence Investment Management
Missouri
$14.3M 125,253 -18,501 -13%
2 3
4
5 6