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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 %
FIB
176
First Interstate Bank
Montana
$6.99M +$283K +2,299 +4%
RMC
177
Regis Management Company
California
$6.94M +$1.71M +13,860 +33%
AFS
178
Aft Forsyth & Sober
Florida
$6.8M +$3.14M +25,525 +86%
UR
179
USCA RIA
Texas
$6.71M -$113K -921 -2%
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$6.7M +$203K +1,649 +3%
RW
181
Rand Wealth
Maryland
$6.56M -$178K -1,444 -3%
MCP
182
Mirador Capital Partners
California
$6.53M +$6.53M +53,046 New
BAC
183
Boys Arnold & Co
North Carolina
$6.53M +$1.48M +11,980 +29%
HCM
184
Hollencrest Capital Management
California
$6.49M +$194K +1,576 +3%
EDRIA
185
Edmonds Duncan Registered Investment Advisors
Kansas
$6.43M -$131K -1,075 -2%
AIM
186
Advantage Investment Management
Iowa
$6.34M -$245K -1,987 -4%
FAT
187
First American Trust
California
$6.22M +$1.66M +13,445 +36%
CB
188
Commerce Bank
Missouri
$6.2M -$279K -2,269 -4%
FF
189
Friedenthal Financial
New Jersey
$6.11M +$6.11M +49,573 New
Fidelity International
190
Fidelity International
Bermuda
$6.06M +$217K +1,764 +4%
Comerica Bank
191
Comerica Bank
Texas
$5.94M +$690K +5,664 +13%
SCA
192
Snowden Capital Advisors
New York
$5.74M +$345K +2,804 +6%
IA
193
IFP Advisors
Florida
$5.65M -$578K -4,691 -9%
CIM
194
Cetera Investment Management
California
$5.58M -$261K -2,119 -4%
TD Asset Management
195
TD Asset Management
Ontario, Canada
$5.56M +$356K +2,891 +7%
DADC
196
D.A. Davidson & Co
Montana
$5.3M +$4.45M +36,172 +525%
PA
197
Pinnacle Associates
New York
$5.16M -$138K -1,123 -3%
SFA
198
Stewardship Financial Advisors
Georgia
$5.01M -$590K -4,788 -11%
NMC
199
Nine Masts Capital
Hong Kong
$5.01M +$1.91M +15,500 +62%
Walleye Trading
200
Walleye Trading
New York
$4.99M +$1.43M +11,575 +40%
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