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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 %
WCM
201
Windsor Capital Management
Arizona
$4.62M +$136K +1,162 +3%
TCM
202
Twele Capital Management
Minnesota
$4.61M +$462K +3,939 +11%
SFA
203
Sequoia Financial Advisors
Ohio
$4.56M +$3.26M +27,851 +251%
DWM
204
Dakota Wealth Management
Florida
$4.38M -$2.55M -21,767 -37%
SP
205
Sarasin & Partners
United Kingdom
$4.35M -$14.1K -120 -0.3%
CIM
206
Cetera Investment Management
California
$4.33M -$980K -8,363 -18%
D.E. Shaw & Co
207
D.E. Shaw & Co
New York
$4.3M – – –
SFS
208
Sowell Financial Services
Arkansas
$4.3M +$4.3M +36,709 New
NMC
209
Nine Masts Capital
Hong Kong
$4.18M -$587K -5,012 -12%
CL
210
CPWM LLC
Washington
$4.16M -$87.9K -750 -2%
PA
211
Pinnacle Associates
New York
$4.15M -$752K -6,413 -15%
CCM
212
Coldstream Capital Management
Washington
$4.08M -$563K -4,804 -12%
HIIFS
213
Harel Insurance Investments & Financial Services
Israel
$3.95M +$679K +5,560 +21%
MACF
214
Margaret A Cargill Foundation
Minnesota
$3.88M +$3.88M +33,088 New
NSB
215
Norway Savings Bank
Maine
$3.79M +$3.79M +32,351 New
ACM
216
Avalon Capital Management
California
$3.69M +$480K +4,098 +15%
HighTower Advisors
217
HighTower Advisors
Illinois
$3.63M -$859K -7,312 -19%
AP
218
Agilis Partners
Massachusetts
$3.56M -$550K -4,693 -13%
FFS
219
Founders Financial Securities
Maryland
$3.53M -$1.18M -10,103 -25%
BHWM
220
Bar Harbor Wealth Management
New Hampshire
$3.41M +$34.7K +296 +1%
Fiera Capital (Canada)
221
Fiera Capital (Canada)
Quebec, Canada
$3.35M +$2.07M +17,681 +162%
SHIM
222
Stone House Investment Management
Pennsylvania
$3.29M +$3.29M +28,069 New
MRC
223
Millburn Ridgefield Corp
New York
$3.28M +$3.28M +27,951 New
RWM
224
Rezny Wealth Management
Florida
$3.22M -$109K -931 -3%
UB
225
UMB Bank
Missouri
$3.17M -$7.15K -61 -0.2%
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