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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 %
NYLIM
76
New York Life Investment Management
New York
$28.9M -$105K -900 -0.4%
MLIC
77
Mandatum Life Insurance Company
Finland
$28.4M -$217K -1,850 -0.8%
HNB
78
Huntington National Bank
Ohio
$26.8M -$535K -4,462 -2%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$26.6M +$1.48M +12,623 +6%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$25.8M +$7.05M +60,153 +38%
SL
81
Summitry LLC
California
$25.1M +$495K +4,226 +2%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$23.4M -$492K -4,197 -2%
CTB
83
Country Trust Bank
Illinois
$23.4M +$803K +6,857 +4%
KC
84
Kepos Capital
New York
$23.1M +$8.87M +75,700 +62%
BIT
85
BlackRock Institutional Trust
California
$21.7M -$6.04M -51,526 -22%
HMC
86
Higher Moment Capital
Massachusetts
$21.6M -$4.98M -42,503 -19%
CI Investments Inc
87
CI Investments Inc
Ontario, Canada
$21.2M -$23.5M -200,300 -53%
IUHSA
88
Itau Unibanco Holding S.A.
Brazil
$20.5M +$1.28M +10,964 +7%
WF
89
Welch & Forbes
Massachusetts
$20.4M -$322K -2,749 -2%
Squarepoint
90
Squarepoint
New York
$19.9M +$18.4M +156,792 +1,235%
GC
91
Guggenheim Capital
Illinois
$19.3M -$71K -606 -0.4%
Citigroup
92
Citigroup
New York
$18.7M -$177M -1,509,530 -90%
FEG
93
Financial Enhancement Group
Indiana
$18.7M +$2.11M +18,014 +13%
FIM
94
Freedom Investment Management
Connecticut
$18.4M -$522K -4,457 -3%
ECM
95
Evergreen Capital Management
Washington
$18M +$740K +6,312 +4%
HCM
96
Hilton Capital Management
New York
$17M -$25M – –
Creative Planning
97
Creative Planning
Kansas
$16.9M -$5.17M -44,101 -23%
EGA
98
E&G Advisors
Texas
$16.8M -$1.2M -10,222 -7%
First Trust Advisors
99
First Trust Advisors
Illinois
$16.3M -$1.74M -14,844 -10%
MBTD
100
Mechanics Bank - Trust Department
California
$16.2M +$1.1M +9,406 +7%
2 3
4
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