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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ZIM
101
Zacks Investment Management
Illinois
$18.5M +$496K +4,024 +3%
ECM
102
Evergreen Capital Management
Washington
$18.1M +$426K +3,456 +2%
WI
103
WBI Investments
New Jersey
$18.1M -$81.1M -658,340 -82%
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$17.9M +$587K +4,767 +3%
FAAS
105
First Allied Advisory Services
California
$17.6M -$90.7K -736 -0.5%
FEG
106
Financial Enhancement Group
Indiana
$17.4M +$924K +7,505 +6%
PFG
107
Piershale Financial Group
Illinois
$17.2M -$606K -4,919 -3%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$17M +$2.03M +16,511 +14%
TNBTD
109
Trustmark National Bank Trust Department
Mississippi
$16.7M +$8.34M +67,680 +100%
VIA
110
Virtus Investment Advisers
Connecticut
$16.5M +$16.5M +134,175 New
HFA
111
High Falls Advisors
New York
$16.2M -$4.25M -34,507 -21%
MBTD
112
Mechanics Bank - Trust Department
California
$15.9M +$15.9M +129,137 New
SC
113
Scotia Capital
Ontario, Canada
$15.5M +$664K +5,391 +4%
BMM
114
Berkshire Money Management
Massachusetts
$15.2M +$913K +7,415 +6%
PI
115
PineBridge Investments
New York
$15M +$8.44M +68,500 +129%
KC
116
Kepos Capital
New York
$14.9M +$5.84M +47,400 +64%
JIR
117
James Investment Research
Ohio
$14.8M -$435K -3,532 -3%
AG
118
Advisor Group
Arizona
$14.8M +$2.34M +19,029 +19%
IFA
119
Interactive Financial Advisors
Illinois
$14.6M -$604K -4,902 -4%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$14.6M -$1.39M -11,303 -9%
Mackenzie Financial
121
Mackenzie Financial
Ontario, Canada
$14.5M -$2.66M -21,600 -16%
MSA
122
Mason Street Advisors
Wisconsin
$13.4M +$779K +6,320 +6%
AIA
123
Avalon Investment & Advisory
Texas
$13.3M +$51.9K +421 +0.4%
V
124
Veritable
Delaware
$13.1M -$105K -851 -0.8%
MFS
125
MSI Financial Services
Massachusetts
$12.8M +$1.18M +9,611 +10%
3 4
5
6 7