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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

563 hedge funds and large institutions have $18.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 204 increasing their positions, 192 reducing their positions, and 37 closing their positions.

Holders
563
Holders Change
+43
Holders Change %
+8.27%
% of All Funds
14.78%
Holding in Top 10
80
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+19.4%
% of All Funds
2.1%
New
85
Increased
204
Reduced
192
Closed
37
Calls
$290M
Puts
$924M
Net Calls
-$634M
Net Calls Change
-$562M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.69B
2
UBS Group
2
UBS Group
Switzerland
$631M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$260M
4
LPL Financial
4
LPL Financial
California
$331M
5
IA
5
IndexIQ Advisors
New York
$256M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$648M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$16M
3
SR
3
Swiss Re
Switzerland
$658M
4
JG
4
Jefferies Group
New York
$262K
5
State Street
5
State Street
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.69B 14,815,570 +3,419,458 +30%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.43B 12,572,937 +537,567 +4%
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$733M 6,431,200 +352,000 +6%
EFS
4
Edelman Financial Services
Virginia
$678M 5,945,807 +125,924 +2%
LTI
5
Laffer Tengler Investments
Tennessee
– – – –
SR
6
Swiss Re
Switzerland
$658M 5,773,000 -837,800 -13%
Wells Fargo
7
Wells Fargo
California
$648M 5,681,808 -1,618,618 -22%
Morgan Stanley
8
Morgan Stanley
New York
$643M 5,637,697 +953,550 +20%
UBS Group
9
UBS Group
Switzerland
$631M 5,534,551 +2,334,207 +73%
BlackRock
10
BlackRock
New York
$549M 4,815,440 +252,197 +6%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$533M 4,677,143 +441,456 +10%
WIM
12
Windhaven Investment Management
Massachusetts
$492M 4,316,263 +399,163 +10%
BA
13
BlackRock Advisors
Delaware
$489M 4,290,185 +112,216 +3%
AB
14
Aozora Bank
Japan
$471M 4,135,000 – –
Goldman Sachs
15
Goldman Sachs
New York
$466M 4,088,394 +1,314,388 +47%
Allianz Asset Management
16
Allianz Asset Management
Germany
$413M 3,620,732 -22,145 -0.6%
LPL Financial
17
LPL Financial
California
$331M 2,899,143 +1,641,483 +131%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$315M 2,762,142 -43,483 -2%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$267M 2,344,900 +697,900 +42%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$260M 2,276,700 +2,250,000 +8,427%
IA
21
IndexIQ Advisors
New York
$256M 2,246,935 +1,605,477 +250%
Citigroup
22
Citigroup
New York
$226M 1,979,270 +1,442,753 +269%
SIM
23
Sentry Investment Management
Wisconsin
$196M 1,718,100 +148,100 +9%
VA
24
Valmark Advisers
Ohio
$185M 1,619,945 -40,985 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$170M 1,492,961 +74,725 +5%
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