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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 %
EDRIA
151
Edmonds Duncan Registered Investment Advisors
Kansas
$8.4M +$2.23M +18,989 +36%
MIAN
152
Mariner Independent Advisor Network
Kansas
$8.25M -$90.8K -775 -1%
APP
153
Avantax Planning Partners
Iowa
$8.2M +$8.2M +69,938 New
FWIA
154
Fort Washington Investment Advisors
Ohio
$8.18M +$8.18M +69,830 New
GW
155
GW & Wade
Massachusetts
$8.16M +$212K +1,812 +3%
MFS
156
MSI Financial Services
Massachusetts
$7.76M -$4.45M -37,968 -36%
WP
157
WealthSource Partners
California
$7.71M -$460K -3,928 -6%
IFS
158
Ifrah Financial Services
Arkansas
$7.69M -$2.03M -17,342 -21%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$7.62M +$5.99M +51,079 +366%
M&T Bank
160
M&T Bank
New York
$7.59M -$406K -3,466 -5%
SCA
161
Snowden Capital Advisors
New York
$7.45M +$1.99M +17,016 +37%
ACP
162
Ashfield Capital Partners
California
$7.36M -$1.29M -11,029 -15%
RIA
163
Regal Investment Advisors
Michigan
$7.28M +$547K +4,670 +8%
CCG
164
Cypress Capital Group
Florida
$7.15M +$52.1K +445 +0.7%
FIMS
165
FBL Investment Management Services
Iowa
$7.14M +$480K +4,100 +7%
FAT
166
First American Trust
California
$7.13M +$1.21M +10,330 +20%
GLA
167
Good Life Advisors
Pennsylvania
$7.07M +$7.07M +59,876 New
AWM
168
Avior Wealth Management
Nebraska
$6.92M +$136K +1,160 +2%
SAM
169
SignalPoint Asset Management
Missouri
$6.92M -$25.3K -216 -0.4%
Millennium Management
170
Millennium Management
New York
$6.91M +$3.49M +29,814 +102%
Fidelity International
171
Fidelity International
Bermuda
$6.74M +$974K +8,313 +17%
AA
172
Altegris Advisors
California
$6.7M +$6.7M +57,188 New
HCM
173
Hollencrest Capital Management
California
$6.65M +$478K +4,080 +8%
SPC
174
Sigma Planning Corp
Michigan
$6.63M -$382K -3,258 -5%
RWG
175
Regal Wealth Group
California
$6.55M -$5.14M -43,826 -44%
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