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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

596 hedge funds and large institutions have $19.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 232 increasing their positions, 200 reducing their positions, and 44 closing their positions.

Holders
596
Holders Change
+33
Holders Change %
+5.86%
% of All Funds
15.91%
Holding in Top 10
83
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.75%
% of All Funds
2.22%
New
80
Increased
232
Reduced
200
Closed
44
Calls
$619M
Puts
$823M
Net Calls
-$204M
Net Calls Change
+$429M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1B
2
PP
2
Prudential plc
United Kingdom
$335M
3
SAM
3
Sentinel Asset Management
Vermont
$290M
4
MLICM
4
Metropolitan Life Insurance Company (MetLife)
New York
$157M
5
CFG
5
CNO Financial Group
Indiana
$159M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$197M
2
SR
2
Swiss Re
Switzerland
$449M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$232M
4
IA
4
IndexIQ Advisors
New York
$155M
5
Citigroup
5
Citigroup
New York
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.87B 15,699,344 +883,774 +6%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.58B 13,174,823 +601,886 +5%
Wells Fargo
3
Wells Fargo
California
$1B 8,432,494 +2,750,686 +48%
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$791M 6,661,200 +230,000 +4%
UBS Group
5
UBS Group
Switzerland
$769M 6,468,151 +933,600 +17%
EFS
6
Edelman Financial Services
Virginia
$723M 6,081,836 +136,029 +2%
Morgan Stanley
7
Morgan Stanley
New York
$675M 5,678,030 +40,333 +0.7%
BlackRock
8
BlackRock
New York
$578M 4,867,710 +52,270 +1%
AB
9
Aozora Bank
Japan
$491M 4,135,000 – –
WIM
10
Windhaven Investment Management
Massachusetts
$472M 3,976,007 -340,256 -8%
SR
11
Swiss Re
Switzerland
$449M 3,783,000 -1,990,000 -34%
BA
12
BlackRock Advisors
Delaware
$432M 3,635,125 -655,060 -15%
Goldman Sachs
13
Goldman Sachs
New York
$400M 3,370,217 -718,177 -18%
PP
14
Prudential plc
United Kingdom
$335M 2,817,219 +2,519,316 +846%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$329M 2,769,107 +6,965 +0.3%
USAA
16
United Services Automobile Association
Texas
$304M 2,557,639 +1,296,810 +103%
SAM
17
Sentinel Asset Management
Vermont
$290M 2,441,001 +2,441,001 New
LPL Financial
18
LPL Financial
California
$289M 2,422,624 -476,519 -16%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$271M 2,280,500 +3,800 +0.2%
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$236M 1,982,856 +899,105 +83%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$234M 1,973,100 -371,800 -16%
Allianz Asset Management
22
Allianz Asset Management
Germany
$232M 1,950,157 -1,670,575 -46%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$226M 1,903,016 +538,216 +39%
SIM
24
Sentry Investment Management
Wisconsin
$207M 1,738,000 +19,900 +1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$197M 1,655,597 -3,021,546 -65%
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