LQD icon

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
+$318M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$271M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$194M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$380M
2
Goldman Sachs
Goldman Sachs
New York
-$366M
3
Wells Fargo
Wells Fargo
California
-$175M
4
UBS Group
UBS Group
Switzerland
-$152M
5
AB
Aozora Bank
Japan
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
201
Founders Financial Securities
Maryland
$4.96M +$4.47M +36,255 +905%
WCM
202
Wunderlich Capital Managemnt
Tennessee
$4.93M +$246 +2 +0%
TCM
203
Towercrest Capital Management
Pennsylvania
$4.93M +$124K +1,008 +3%
CCM
204
Coldstream Capital Management
Washington
$4.88M +$38.1K +309 +0.8%
QCMC
205
Quantum Capital Management (California)
California
$4.88M +$61.5K +499 +1%
William Blair & Company
206
William Blair & Company
Illinois
$4.84M -$1.47M -11,968 -23%
AT
207
Arden Trust
Delaware
$4.84M +$4.84M +39,276 New
RPG
208
Risk Paradigm Group
Texas
$4.81M +$3.86M +31,342 +406%
EB
209
Eastern Bank
Massachusetts
$4.78M -$848K -6,885 -15%
CAN
210
Cetera Advisor Networks
California
$4.78M +$2.04M +16,588 +75%
WCM
211
Windsor Capital Management
Arizona
$4.71M +$132K +1,069 +3%
HighTower Advisors
212
HighTower Advisors
Illinois
$4.69M +$1.12M +9,108 +31%
HW
213
Hancock Whitney
Mississippi
$4.68M +$579K +4,697 +14%
AllianceBernstein
214
AllianceBernstein
Tennessee
$4.6M +$1.45M +11,755 +46%
SP
215
Sarasin & Partners
United Kingdom
$4.59M +$213K +1,725 +5%
BEC
216
Blue Edge Capital
Virginia
$4.52M +$75.6K +614 +2%
D.E. Shaw & Co
217
D.E. Shaw & Co
New York
$4.52M -$7.8M -63,317 -63%
CL
218
CPWM LLC
Washington
$4.46M -$194K -1,576 -4%
TCM
219
Twele Capital Management
Minnesota
$4.36M – – –
AP
220
Agilis Partners
Massachusetts
$4.32M +$319K +2,590 +8%
VKH
221
Virtu KCG Holdings
New York
$4.2M -$4.41M -35,772 -51%
TCM
222
Traynor Capital Management
Pennsylvania
$3.91M +$863K +7,044 +28%
KCM
223
Karp Capital Management
California
$3.83M +$38.8K +315 +1%
DWM
224
Darwin Wealth Management
Florida
$3.83M +$634K +5,149 +20%
FTUS
225
Flow Traders U.S.
New York
$3.72M +$3.49M +28,302 +1,478%
7 8
9
10 11