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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

557 hedge funds and large institutions have $14.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 244 increasing their positions, 150 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+30
Holders Change %
+5.69%
% of All Funds
14.86%
Holding in Top 10
80
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+19.4%
% of All Funds
2.13%
New
71
Increased
244
Reduced
150
Closed
33
Calls
$7.53M
Puts
$133M
Net Calls
-$125M
Net Calls Change
-$123M

Top Buyers

1
SR
Swiss Re
Switzerland
$784M
2
Bank of America
Bank of America
North Carolina
$940M
3
BFA
Beaumont Financial Advisors
Massachusetts
$136M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$626M
5
MAA
Managed Account Advisors
New Jersey
$396M

Top Sellers

1
AB
Aozora Bank
Japan
$304M
2
WI
WBI Investments
New Jersey
$0
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$2.92M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
5
Deutsche Bank
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
251
Pinnacle Wealth Management Advisory Group
New Jersey
$2M +$17.8K +146 +0.9%
GIP
252
Greatmark Investment Partners
Georgia
$1.99M -$142K -1,170 -7%
OC
253
Oarsman Capital
Wisconsin
$1.98M +$66.5K +546 +3%
AIM
254
Advantage Investment Management
Iowa
$1.94M +$1.94M +15,901 New
CA
255
Commerzbank Aktiengesellschaft
Germany
$1.92M +$1.92M +15,775 New
IOOF
256
Independent Order of Foresters
Ontario, Canada
$1.91M – – –
NL
257
NWAM LLC
Washington
$1.87M +$13.4K +110 +0.7%
KWMG
258
King Wealth Management Group
Florida
$1.8M +$30.3K +249 +2%
Truist Financial
259
Truist Financial
North Carolina
$1.78M -$837K -6,873 -32%
CAN
260
Cetera Advisor Networks
California
$1.77M -$1.15M -9,422 -39%
KFC
261
Klingenstein Fields & Co
New York
$1.75M – – –
AA
262
Alesco Advisors
New York
$1.74M -$15.8K -130 -0.9%
CT
263
Coastline Trust
Rhode Island
$1.64M +$414K +3,402 +34%
WS
264
Wedbush Securities
California
$1.6M +$67.6K +555 +4%
SCG
265
Sonata Capital Group
Washington
$1.6M +$22.5K +185 +1%
NPC
266
National Planning Corporation
California
$1.6M +$418K +3,532 +35%
HA
267
Hays Advisory
Tennessee
$1.55M +$229K +1,878 +17%
YP
268
Yellowstone Partners
Idaho
$1.54M -$102K -834 -6%
BEC
269
Blue Edge Capital
Virginia
$1.54M +$1.54M +12,647 New
WB
270
WesBanco Bank
West Virginia
$1.51M -$30.9K -254 -2%
ICOA
271
Investment Centers of America
North Dakota
$1.51M +$347K +2,856 +30%
DSC
272
Duncker Streett & Co
Missouri
$1.51M +$135K +1,109 +10%
Lazard Asset Management
273
Lazard Asset Management
New York
$1.47M -$1.23M – –
RTIM
274
Round Table Investment Management
North Carolina
$1.45M +$1.45M +11,875 New
FHA
275
First Horizon Advisors
Tennessee
$1.4M +$478K +3,936 +52%
9 10
11
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