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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 %
UR
176
USCA RIA
Texas
$6.49M +$112K +958 +2%
AFS
177
Aft Forsyth & Sober
Florida
$6.47M +$8.79K +75 +0.1%
CA
178
Cetera Advisors
Colorado
$6.47M -$1.04M -8,866 -14%
FIB
179
First Interstate Bank
Montana
$6.45M -$198K -1,693 -3%
BAC
180
Boys Arnold & Co
North Carolina
$6.32M +$103K +882 +2%
RW
181
Rand Wealth
Maryland
$6.18M -$60.2K -514 -1%
SFA
182
Stewardship Financial Advisors
Georgia
$6.09M +$1.32M +11,306 +28%
AllianceBernstein
183
AllianceBernstein
Tennessee
$5.89M +$1.52M +12,949 +35%
EAM
184
Edge Asset Management
Washington
$5.86M +$5.86M +50,000 New
IA
185
IFP Advisors
Florida
$5.82M +$445K +3,798 +8%
Comerica Bank
186
Comerica Bank
Texas
$5.6M -$140K -1,192 -2%
DS
187
DRW Securities
Illinois
$5.57M +$4.51M +38,463 +424%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$5.37M -$1M -8,566 -16%
NFG
189
Next Financial Group
Texas
$5.29M -$2.81M -24,009 -35%
SAM
190
Securian Asset Management
Minnesota
$5.22M +$5.22M +44,500 New
TD Asset Management
191
TD Asset Management
Ontario, Canada
$5.21M -$81.6K -696 -2%
TCM
192
Towercrest Capital Management
Pennsylvania
$4.99M +$299K +2,551 +6%
CB
193
Commerce Bank
Missouri
$4.99M -$914K -7,800 -15%
BWAM
194
Boyd Watterson Asset Management
Ohio
$4.93M +$2.34M +19,966 +90%
NSLI
195
Nan Shan Life Insurance
Taiwan
$4.86M +$4.86M +41,507 New
NR
196
Newfound Research
Massachusetts
$4.79M +$1.41M +12,003 +42%
NCMW
197
Northern Capital Management (Wisconsin)
Wisconsin
$4.77M +$1.64M +13,986 +52%
GC
198
Garde Capital
Washington
$4.69M -$5.46M -46,581 -54%
William Blair & Company
199
William Blair & Company
Illinois
$4.67M +$62.3K +532 +1%
WCM
200
Wunderlich Capital Managemnt
Tennessee
$4.63M -$60.5K -516 -1%
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