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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 %
F
301
FutureAdvisor
California
$978K +$34.6K +284 +4%
Citadel Advisors
302
Citadel Advisors
Florida
$973K +$973K +7,992 New
CNB
303
City National Bank
California
$970K +$195K +1,602 +25%
PVWM
304
Point View Wealth Management
New Jersey
$964K -$99.4K -817 -9%
CPA
305
Capital Planning Advisors
California
$955K +$725K +5,952 +315%
ICAS
306
Investors Capital Advisory Services
Massachusetts
$920K +$10.5K +86 +1%
CWM
307
Concert Wealth Management
California
$915K -$32.6K -658 -3%
SFA
308
Sequoia Financial Advisors
Ohio
$915K -$8.88K -73 -1%
MSU
309
Maple Securities USA
New Jersey
$913K +$913K +7,500 New
Janus Henderson Group
310
Janus Henderson Group
United Kingdom
$907K – – –
ACM
311
Ashford Capital Management
Delaware
$888K +$571K +4,687 +180%
DWA
312
Douglass Winthrop Advisors
New York
$888K +$888K +7,300 New
DIA
313
Denver Investment Advisors
Colorado
$880K +$880K +7,230 New
PVH
314
Psagot Value Holdings
Israel
$876K -$947K -7,779 -52%
TIA
315
Tiemann Investment Advisors
California
$870K +$42.6K +350 +5%
HI
316
Horizon Investments
North Carolina
$856K +$373K +3,064 +77%
FFS
317
Founders Financial Securities
Maryland
$851K +$367K +3,016 +76%
SCM
318
Saba Capital Management
New York
$850K -$7.15M -58,770 -89%
VIA
319
Vantage Investment Advisors
Pennsylvania
$839K +$416K +3,416 +98%
B
320
Bailard
California
$830K +$526K +4,327 +173%
BNP Paribas Financial Markets
321
BNP Paribas Financial Markets
France
$828K +$817K +6,713 +7,716%
NSIM
322
North Star Investment Management
Illinois
$818K -$47.9K -394 -6%
Parallax Volatility Advisers
323
Parallax Volatility Advisers
California
$817K +$817K +6,711 +671,100%
EWM
324
Evercore Wealth Management
New York
$812K +$812K +6,659 New
MHS
325
M Holdings Securities
Oregon
$808K +$70.4K +578 +10%
11 12
13
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