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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 %
JIP
101
Jaffetilchin Investment Partners
Florida
$15.9M 133,665 +1,701 +1%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$15.7M 131,832 -4,248 -3%
FEG
103
Financial Enhancement Group
Indiana
$15.5M 130,049 +6,041 +5%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$15.4M 129,762 -2,323 -2%
Bank of New York Mellon
105
Bank of New York Mellon
New York
$15.2M 127,594 -13,961 -10%
JIR
106
James Investment Research
Ohio
$14.5M 121,991 +16,332 +15%
HMC
107
Higher Moment Capital
Massachusetts
$14.5M 121,843 +121,843 New
RJFSA
108
Raymond James Financial Services Advisors
Florida
$14.3M 120,015 -79,091 -40%
IFA
109
Interactive Financial Advisors
Illinois
$14.2M 119,645 +4,873 +4%
First Trust Advisors
110
First Trust Advisors
Illinois
$13.2M 110,754 -5,975 -5%
V
111
Veritable
Delaware
$12.9M 108,936 -1,377 -1%
ARCT
112
Anne Ray Charitable Trust
Minnesota
$12.7M 106,831 +105,958 +12,137%
SG
113
Strid Group
Pennsylvania
$12.6M 106,000 -1,178 -1%
CA
114
Cambridge Associates
Massachusetts
$12.5M 104,867 -165,167 -61%
AIA
115
Avalon Investment & Advisory
Texas
$12.5M 104,794 +2,248 +2%
EGA
116
E&G Advisors
Texas
$12.3M 103,925 +22,439 +28%
MACF
117
Margaret A Cargill Foundation
Minnesota
$12.1M 101,547 +78,838 +347%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$12M 101,144 +23,340 +30%
ARF
119
Akaloa Resource Foundation
Minnesota
$11.9M 100,341 -907 -0.9%
MSA
120
Mason Street Advisors
Wisconsin
$11.8M 99,624 -7,000 -7%
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$11.6M 97,455 +7,264 +8%
RWG
122
Regal Wealth Group
California
$11.4M 96,131 +425 +0.4%
LI
123
Longer Investments
Arkansas
$11.4M 95,823 -13,810 -13%
Franklin Resources
124
Franklin Resources
California
$11.3M 95,398 -75,475 -44%
EA
125
Euclid Advisors
Connecticut
$11M 92,940 +92,940 New
3 4
5
6 7