LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

601 hedge funds and large institutions have $20.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 254 increasing their positions, 195 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+5
Holders Change %
+0.84%
% of All Funds
16.06%
Holding in Top 10
91
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.64%
% of All Funds
2.43%
New
60
Increased
254
Reduced
195
Closed
49
Calls
$52.1M
Puts
$981M
Net Calls
-$929M
Net Calls Change
-$724M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.5B
2
Goldman Sachs
2
Goldman Sachs
New York
$868M
3
AC
3
Allstate Corporation
Illinois
$205M
4
Bank of America
4
Bank of America
North Carolina
$2.12B
5
IA
5
IndexIQ Advisors
New York
$304M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.96M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$8.47M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$0
4
SAM
4
Sentinel Asset Management
Vermont
$78.1M
5
PP
5
Prudential plc
United Kingdom
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
101
Ladenburg Thalmann Financial Services
Florida
$17.2M +$5.25M +42,965 +44%
Mackenzie Financial
102
Mackenzie Financial
Ontario, Canada
$17.1M +$7.16M +58,300 +72%
FEG
103
Financial Enhancement Group
Indiana
$16.5M +$490K +3,993 +3%
JIP
104
Jaffetilchin Investment Partners
Florida
$16.3M -$93.4K -761 -0.6%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$16M -$32M -260,300 -67%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$15.3M -$354K -2,883 -2%
JIR
107
James Investment Research
Ohio
$15.2M +$253K +2,064 +2%
IFA
108
Interactive Financial Advisors
Illinois
$15.2M +$509K +4,144 +3%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$14.9M +$4.03M +32,833 +37%
SC
110
Scotia Capital
Ontario, Canada
$14.9M +$10.4M +84,716 +237%
BMM
111
Berkshire Money Management
Massachusetts
$14.3M +$11M +89,704 +337%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$14M +$1.61M +13,121 +13%
FIM
113
Freedom Investment Management
Connecticut
$13.5M +$2.18M +17,738 +19%
V
114
Veritable
Delaware
$13.2M -$170K -1,385 -1%
AIA
115
Avalon Investment & Advisory
Texas
$13.2M +$326K +2,658 +3%
MSA
116
Mason Street Advisors
Wisconsin
$12.5M +$306K +2,490 +2%
First Trust Advisors
117
First Trust Advisors
Illinois
$12.5M -$1.12M -9,114 -8%
AG
118
Advisor Group
Arizona
$12.4M +$12.4M +101,319 New
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$12.3M +$7.77M +63,317 +173%
1832 Asset Management
120
1832 Asset Management
Ontario, Canada
$11.8M +$11.8M +95,914 New
RWG
121
Regal Wealth Group
California
$11.8M +$47.6K +388 +0.4%
MFS
122
MSI Financial Services
Massachusetts
$11.6M +$2.69M +21,909 +30%
ARF
123
Akaloa Resource Foundation
Minnesota
$10.9M -$1.42M -11,599 -12%
SEI Investments
124
SEI Investments
Pennsylvania
$10.5M +$1.79M +14,556 +21%
P
125
PhaseCapital
New York
$10.4M -$40.5M -330,351 -80%
3 4
5
6 7