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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

596 hedge funds and large institutions have $19.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 232 increasing their positions, 200 reducing their positions, and 44 closing their positions.

Holders
596
Holders Change
+33
Holders Change %
+5.86%
% of All Funds
15.91%
Holding in Top 10
83
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.75%
% of All Funds
2.22%
New
80
Increased
232
Reduced
200
Closed
44
Calls
$619M
Puts
$823M
Net Calls
-$204M
Net Calls Change
+$429M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1B
2
PP
2
Prudential plc
United Kingdom
$335M
3
SAM
3
Sentinel Asset Management
Vermont
$290M
4
MLICM
4
Metropolitan Life Insurance Company (MetLife)
New York
$157M
5
CFG
5
CNO Financial Group
Indiana
$159M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$197M
2
SR
2
Swiss Re
Switzerland
$449M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$232M
4
IA
4
IndexIQ Advisors
New York
$155M
5
Citigroup
5
Citigroup
New York
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
FBNAT
76
FirstMerit Bank N.A. Trustee
Ohio
$30M 252,882 -243 -0.1%
UOC
77
UBS O'Connor
Illinois
$29.7M 250,000 +250,000 New
AssetMark Inc
78
AssetMark Inc
California
$29.5M 248,681 +56,176 +29%
NM
79
NWI Management
New York
$29.5M 247,992 +247,992 New
FA
80
FDx Advisors
Illinois
$29.4M 247,799 +6,834 +3%
PAMU
81
Pictet Asset Management (UK)
United Kingdom
$28.7M 249,281 -8,300 -3%
FI
82
FormulaFolio Investments
Michigan
$28.4M 239,233 +237,150 +11,385%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$28.2M 237,712 +132,512 +126%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$28.2M 236,973 +208,662 +737%
VFA
85
Voya Financial Advisors
Connecticut
$27.6M 233,506 +10,927 +5%
HI
86
Horizon Investments
North Carolina
$26.4M 222,537 +206,614 +1,298%
HHC
87
Hutchin Hill Capital
New York
$26.2M 220,400 -772,550 -78%
SL
88
Summitry LLC
California
$24.4M 205,334 +6,988 +4%
MLIC
89
Mandatum Life Insurance Company
Finland
$24.2M 204,193 +19,924 +11%
CGI
90
CI Global Investments
California
$23.6M 199,000 +199,000 New
SAMC
91
Shinko Asset Management Company
Japan
$21.9M 184,000 +15,000 +9%
CTB
92
Country Trust Bank
Illinois
$21.7M 182,354 -90,687 -33%
WF
93
Welch & Forbes
Massachusetts
$20.8M 175,439 -1,754 -1%
GWM
94
Gupta Wealth Management
California
$20.3M 170,642 +11,841 +7%
HCM
95
Hilton Capital Management
New York
– – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$18.5M 156,085 -163,427 -51%
HFA
97
High Falls Advisors
New York
$17.6M 148,367 -17,807 -11%
ZIM
98
Zacks Investment Management
Illinois
$17.5M 147,066 +23,910 +19%
ECM
99
Evergreen Capital Management
Washington
$16.9M 142,050 +2,234 +2%
FAAS
100
First Allied Advisory Services
California
$16.1M 135,841 +16,051 +13%
2 3
4
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