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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
Northwestern Mutual Wealth Management
Wisconsin
$147M
2
MCM
MKP Capital Management
New York
$96.6M
3
WIM
Windhaven Investment Management
Massachusetts
$161M
4
SIM
Strategic Investment Management
Virginia
$80.6M
5
UBS AM
UBS AM
Illinois
$77.3M

Top Sellers

1
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$450M
2
Wells Fargo
Wells Fargo
California
$564M
3
Bank of America
Bank of America
North Carolina
$1.81B
4
SR
Swiss Re
Switzerland
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
126
Capstone Investment Advisors
New York
$11.7M +$11.7M +99,818 New
SIAM
127
Sterling Investment Advisors (Missouri)
Missouri
$11.7M +$272K +2,320 +2%
FAAS
128
First Allied Advisory Services
California
$11.5M -$5.23M -44,597 -31%
ARF
129
Akaloa Resource Foundation
Minnesota
$11.1M +$118K +1,007 +1%
SFG
130
StrategIQ Financial Group
Indiana
$10.8M +$450K +3,844 +4%
LI
131
Longer Investments
Arkansas
$10.5M +$825K +7,037 +9%
HW
132
Hancock Whitney
Mississippi
$10.3M +$5.88M +50,197 +132%
Lazard Asset Management
133
Lazard Asset Management
New York
$10.3M -$19.9M – –
VKH
134
Virtu KCG Holdings
New York
$10.3M +$6.28M +53,589 +157%
AWMS
135
Advocacy Wealth Management Services
Georgia
$10.1M +$727K +6,207 +8%
AC
136
Alexandria Capital
Virginia
$9.91M +$181K +1,541 +2%
CI
137
Conning Inc
Connecticut
$9.85M +$6.94M +59,225 +239%
1IA
138
1834 Investment Advisors
Wisconsin
$9.77M -$43.2K -369 -0.4%
VIA
139
Virtus Investment Advisers
Connecticut
$9.75M -$5.97M -50,981 -38%
FTUS
140
Flow Traders U.S.
New York
$9.7M +$6.16M +52,556 +174%
Grantham, Mayo, Van Otterloo & Co (GMO)
141
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.7M – – –
SWP
142
Stratos Wealth Partners
Ohio
$9.5M -$17.5M -149,652 -65%
TAT
143
TD Ameritrade Trust
Colorado
$9.25M +$284K +2,427 +3%
BT
144
Beacon Trust
New Jersey
$9.09M +$119K +1,018 +1%
PAG
145
Private Advisor Group
New Jersey
$9.02M +$1.79M +15,151 +25%
K
146
Kemper
Illinois
$8.79M – – –
OIA
147
Optimum Investment Advisors
Illinois
$8.76M -$153K -1,306 -2%
BFM
148
Boston Financial Management
Massachusetts
$8.75M +$141K +1,205 +2%
AC
149
Alley Company
Illinois
$8.74M +$186K +1,584 +2%
HI
150
Hudock Inc
Pennsylvania
$8.46M -$194K -1,656 -2%
4 5
6
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