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

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$78M
2
Goldman Sachs
Goldman Sachs
New York
$506M
3
Wells Fargo
Wells Fargo
California
$1.33B
4
UBS Group
UBS Group
Switzerland
$783M
5
AB
Aozora Bank
Japan
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
126
Regal Wealth Group
California
$12.3M +$389K +3,158 +3%
BWM
127
Braver Wealth Management
Massachusetts
$12.2M -$6.35M -51,570 -34%
SIAM
128
Sterling Investment Advisors (Missouri)
Missouri
$12M +$3.22M +26,107 +37%
BTS
129
BB&T Securities
Virginia
$11.9M +$1.58M +12,819 +15%
BCM
130
Brookstone Capital Management
Illinois
$11.7M +$4.86M +39,478 +71%
SEI Investments
131
SEI Investments
Pennsylvania
$11.7M +$1.18M +9,603 +11%
ARF
132
Akaloa Resource Foundation
Minnesota
$11.5M +$589K +4,779 +5%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$11.4M -$3.96M -32,169 -26%
SFG
134
StrategIQ Financial Group
Indiana
$10.9M +$480K +3,895 +5%
Prudential Financial
135
Prudential Financial
New Jersey
$10.5M – – –
CA
136
Commerzbank Aktiengesellschaft
Germany
$10.5M -$3.86M -31,340 -27%
1IA
137
1834 Investment Advisors
Wisconsin
$10.3M -$739 -6 -0%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$10.3M +$2.32M +18,857 +29%
CAL
139
Capital Analysts LLC
Pennsylvania
$10.3M +$563K +4,569 +6%
AC
140
Alexandria Capital
Virginia
$10.2M +$985K +8,000 +11%
IFS
141
Ifrah Financial Services
Arkansas
$10.2M -$150K -1,221 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
142
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.2M +$10.2M +82,750 New
LI
143
Longer Investments
Arkansas
$10.2M +$16.6K +135 +0.2%
GC
144
Garde Capital
Washington
$10.1M +$5.31M +45,721 +112%
Barclays
145
Barclays
United Kingdom
$10M +$1.89M +15,365 +23%
ARCT
146
Anne Ray Charitable Trust
Minnesota
$9.95M +$9.95M +80,745 New
AWMS
147
Advocacy Wealth Management Services
Georgia
$9.84M +$2.79M +22,641 +40%
EC
148
Estate Counselors
Wisconsin
$9.71M +$615K +4,990 +7%
BT
149
Beacon Trust
New Jersey
$9.43M +$167K +1,353 +2%
TAT
150
TD Ameritrade Trust
Colorado
$9.43M -$256K -2,078 -3%
4 5
6
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