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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

537 hedge funds and large institutions have $14B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 177 increasing their positions, 229 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
-20
Holders Change %
-3.59%
% of All Funds
14.48%
Holding in Top 10
62
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-22.5%
% of All Funds
1.67%
New
40
Increased
177
Reduced
229
Closed
55
Calls
$208M
Puts
$600M
Net Calls
-$392M
Net Calls Change
-$267M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$435M
2
AB
Aozora Bank
Japan
+$190M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$185M
4
Barclays
Barclays
United Kingdom
+$135M
5
MAA
Managed Account Advisors
New Jersey
+$133M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$365M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$136M
3
ACM
Aviance Capital Management
Florida
-$133M
4
Morgan Stanley
Morgan Stanley
New York
-$119M
5
Goldman Sachs
Goldman Sachs
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
226
Mitsubishi UFJ Trust & Banking
Japan
$2.08M -$694K -6,000 -25%
ProShare Advisors
227
ProShare Advisors
Maryland
$2.08M – – –
GIP
228
Greatmark Investment Partners
Georgia
$2.05M +$156K +1,350 +8%
CC
229
Courier Capital
New York
$2.02M -$32.6K -282 -2%
LS
230
Lattice Strategies
Pennsylvania
$2M -$78.7K -680 -4%
ARMC
231
American Research & Management Company
Massachusetts
$1.95M -$23.1K -200 -1%
WA
232
Waverly Advisors
Alabama
$1.95M -$21.6M -186,498 -92%
TCM
233
Traynor Capital Management
Pennsylvania
$1.94M -$388K -3,357 -17%
PWMAG
234
Pinnacle Wealth Management Advisory Group
New Jersey
$1.92M +$16.8K +145 +0.9%
OC
235
Oarsman Capital
Wisconsin
$1.91M +$27.3K +236 +1%
IOOF
236
Independent Order of Foresters
Ontario, Canada
$1.82M – – –
IH
237
IFC Holdings
Florida
$1.81M -$287K -2,498 -14%
NL
238
NWAM LLC
Washington
$1.78M -$38.4K -323 -2%
CAN
239
Cetera Advisor Networks
California
$1.77M – – –
NPC
240
National Planning Corporation
California
$1.77M +$200K +1,724 +13%
KWMG
241
King Wealth Management Group
Florida
$1.77M +$49.6K +428 +3%
Schroder Investment Management Group
242
Schroder Investment Management Group
United Kingdom
$1.74M -$3.68M -31,789 -68%
KFC
243
Klingenstein Fields & Co
New York
$1.66M – – –
AA
244
Alesco Advisors
New York
$1.66M – – –
WB
245
WesBanco Bank
West Virginia
$1.63M +$192K +1,662 +13%
CT
246
Coastline Trust
Rhode Island
$1.56M – – –
Truist Financial
247
Truist Financial
North Carolina
$1.56M -$138K -1,190 -8%
CWM
248
Concert Wealth Management
California
$1.55M -$590K -5,094 -28%
YP
249
Yellowstone Partners
Idaho
$1.55M +$86.4K +747 +6%
ICOA
250
Investment Centers of America
North Dakota
$1.5M +$65.5K +565 +5%
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