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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 %
EAMA
301
EFG Asset Management (Americas)
Florida
$774K +$609K +5,146 +369%
RCAG
302
Rehmann Capital Advisory Group
Michigan
$767K -$339K -2,932 -31%
DIP
303
DT Investment Partners
Pennsylvania
$766K +$766K +6,620 New
NSIM
304
North Star Investment Management
Illinois
$762K -$16.3K -141 -2%
NIMC
305
NWQ Investment Management Company
California
$746K -$21.3M -183,995 -97%
HTC
306
Haverford Trust Company
Pennsylvania
$739K – – –
SFM
307
Signet Financial Management
New Jersey
$718K -$37.2K -321 -5%
PWM
308
Perigon Wealth Management
California
$716K -$44K -380 -6%
EWA
309
EP Wealth Advisors
California
$708K +$117K +1,010 +20%
PAA
310
Peregrine Asset Advisers
Oregon
$707K +$3.59K +31 +0.5%
ANBTV
311
American National Bank & Trust (Virginia)
Virginia
$703K +$98.3K +849 +16%
SSWM
312
Smith Salley Wealth Management
North Carolina
$703K +$98.3K +849 +16%
CHA
313
Cedar Hill Associates
Illinois
$677K -$86.8K -750 -11%
CB
314
Chemical Bank
Michigan
$676K -$11.6K -100 -2%
CHC
315
City Holding Co
West Virginia
$662K – – –
JFGIW
316
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$661K +$568K +4,915 +614%
Mariner
317
Mariner
Kansas
$660K +$35.6K +308 +6%
KT
318
Kanaly Trust
Texas
$654K – – –
HB
319
Homrich & Berg
Georgia
$645K -$9.83K -85 -2%
FIG
320
Fusion Investment Group
Pennsylvania
$645K +$28.1K +243 +5%
CS
321
Comerica Securities
Michigan
$643K -$2.08K -18 -0.3%
Invesco
322
Invesco
Georgia
$641K -$51.6K -446 -7%
ED
323
Exane Derivatives
France
$641K +$112K +968 +21%
MHS
324
M Holdings Securities
Oregon
$627K -$141K -1,222 -18%
PG
325
Patten Group
Tennessee
$624K -$73K -631 -10%
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