LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

619 hedge funds and large institutions have $23.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 265 increasing their positions, 200 reducing their positions, and 47 closing their positions.

Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
16.54%
Holding in Top 10
87
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.4%
% of All Funds
2.32%
New
70
Increased
265
Reduced
200
Closed
47
Calls
$627M
Puts
$1.69B
Net Calls
-$1.06B
Net Calls Change
-$131M

Top Buyers

1
TIAAOA
1
Teachers Insurance & Annuity Association of America
New York
$1.6B
2
Bank of America
2
Bank of America
North Carolina
$2.45B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$586M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$199M
5
NMIFOAC
5
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.01B

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$78M
2
Goldman Sachs
2
Goldman Sachs
New York
$506M
3
Wells Fargo
3
Wells Fargo
California
$1.33B
4
UBS Group
4
UBS Group
Switzerland
$783M
5
AB
5
Aozora Bank
Japan
$407M
Name Market Value Shares Shares
Change 		Shares
Change %
BIT
76
BlackRock Institutional Trust
California
$29.1M 236,293 +93,673 +66%
SAMC
77
Shinko Asset Management Company
Japan
$28.6M 232,000 +17,000 +8%
SWP
78
Stratos Wealth Partners
Ohio
$28.4M 230,696 +38,856 +20%
HNB
79
Huntington National Bank
Ohio
$28.3M 227,727 +227,727 New
HMC
80
Higher Moment Capital
Massachusetts
$27.9M 226,599 -51,995 -19%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$26.4M 214,428 +38,528 +22%
SL
82
Summitry LLC
California
$25.9M 210,030 +2,369 +1%
CS
83
Credit Suisse
Switzerland
$25.3M 205,377 -115,440 -36%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$25.2M 204,303 +31,268 +18%
HCM
85
Hilton Capital Management
New York
– – – –
P
86
PhaseCapital
New York
$24.9M 202,269 +117,155 +138%
CTB
87
Country Trust Bank
Illinois
$23.7M 192,702 +3,275 +2%
Creative Planning
88
Creative Planning
Kansas
$23.2M 188,455 +179,425 +1,987%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$22.6M 183,700 -362,300 -66%
WF
90
Welch & Forbes
Massachusetts
$21.8M 176,954 -1,765 -1%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$21.6M 175,094 -29,612 -14%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$21.5M 174,428 -176 -0.1%
GC
93
Guggenheim Capital
Illinois
$20.3M 165,137 -464,806 -74%
IUHSA
94
Itau Unibanco Holding S.A.
Brazil
$20.2M 164,099 +155,613 +1,834%
NM
95
NWI Management
New York
$20M 162,000 -43,000 -21%
FIM
96
Freedom Investment Management
Connecticut
$19.9M 161,783 +51,456 +47%
Lazard Asset Management
97
Lazard Asset Management
New York
– – – –
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$19.5M 160,140 +45,875 +40%
EGA
99
E&G Advisors
Texas
$19M 153,958 +6,633 +5%
First Trust Advisors
100
First Trust Advisors
Illinois
$18.9M 153,680 +52,040 +51%
2 3
4
5 6