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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
+$381M
3
BFA
Beaumont Financial Advisors
Massachusetts
+$136M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$126M
5
MAA
Managed Account Advisors
New Jersey
+$103M

Top Sellers

1
AB
Aozora Bank
Japan
-$203M
2
WI
WBI Investments
New Jersey
-$175M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$97.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$93M
5
Deutsche Bank
Deutsche Bank
Germany
-$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
276
Creative Planning
Kansas
$1.32M +$128K +1,053 +11%
OAM
277
Occidental Asset Management
California
$1.26M +$684K +5,623 +119%
RJT
278
Raymond James Trust
Florida
$1.26M +$112K +919 +10%
ACI
279
Alpha Cubed Investments
California
$1.25M +$1.25M +10,301 New
ASN
280
Advisory Services Network
Georgia
$1.25M -$337K -2,770 -21%
MWM
281
Modera Wealth Management
New Jersey
$1.23M -$218K -1,793 -15%
LTI
282
Laffer Tengler Investments
Tennessee
$1.22M +$1.22M +10,002 New
Northern Trust
283
Northern Trust
Illinois
$1.19M -$25.3K -20,748 -2%
BBA
284
BLB&B Advisors
Pennsylvania
$1.17M +$22.5K +185 +2%
RCAG
285
Rehmann Capital Advisory Group
Michigan
$1.16M -$99.6K -818 -8%
ACM
286
Americafirst Capital Management
California
$1.13M -$3.81M -31,275 -77%
HCA
287
Harbour Capital Advisors
Virginia
$1.12M +$4.26K +35 +0.4%
BRWA
288
B. Riley Wealth Advisors
Florida
$1.12M -$339K -2,786 -23%
HW
289
Hancock Whitney
Mississippi
$1.11M +$579K +4,755 +109%
CAM
290
Capstone Asset Management
Texas
$1.08M -$42.7K -351 -4%
HIMC
291
Heritage Investors Management Corp
Maryland
$1.08M +$55.4K +455 +5%
CCM
292
Coldstream Capital Management
Washington
$1.08M +$1.08M +8,845 New
FC
293
Forte Capital
New York
$1.05M -$138K -1,140 -12%
DC
294
Davenport & Co
Virginia
$1.04M -$4.87K -40 -0.5%
LBC
295
Lawrence B. Cohen
$1.02M -$7.31K -60 -0.7%
IWM
296
Integrated Wealth Management
California
$992K +$992K +8,156 New
Wellington Management Group
297
Wellington Management Group
Massachusetts
$986K +$986K +8,100 New
HP
298
HT Partners
Connecticut
$983K +$983K +8,057 New
MBT
299
Montecito Bank & Trust
California
$981K +$6.57K +54 +0.7%
DJSG
300
D.J. St. Germain
Massachusetts
$978K -$54.8K -450 -5%
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