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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 %
CHA
326
Cedar Hill Associates
Illinois
$804K +$56K +460 +7%
PWM
327
Perigon Wealth Management
California
$799K -$1.07M -8,831 -57%
SFM
328
Signet Financial Management
New Jersey
$794K +$111K +911 +16%
Nomura Holdings
329
Nomura Holdings
Japan
$793K -$293K -2,419 -27%
HTC
330
Haverford Trust Company
Pennsylvania
$777K – – –
CS
331
Candriam SCA
Luxembourg
$776K -$483K – –
BHB
332
Bank Hapoalim BM
Israel
$769K +$335K +1,710 +77%
BAS
333
Brown Advisory Securities
Maryland
$762K -$35.2K -289 -4%
Millennium Management
334
Millennium Management
New York
$749K -$2.53M -20,779 -77%
WA
335
Winfield Associates
Ohio
$741K – – –
PAA
336
Peregrine Asset Advisers
Oregon
$740K +$14.6K +120 +2%
PAS
337
Partnervest Advisory Services
California
$738K -$25.5K -210 -3%
PG
338
Patten Group
Tennessee
$733K -$28.6K -235 -4%
Invesco
339
Invesco
Georgia
$729K -$33.1K -272 -4%
CB
340
Chemical Bank
Michigan
$723K – – –
CHC
341
City Holding Co
West Virginia
$697K – – –
HB
342
Homrich & Berg
Georgia
$689K -$114K -936 -14%
KT
343
Kanaly Trust
Texas
$687K – – –
CS
344
Comerica Securities
Michigan
$679K +$679K +5,575 New
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$675K +$158K +1,300 +31%
CD
346
Carl Domino
Florida
$658K +$658K +5,404 New
Mariner
347
Mariner
Kansas
$657K +$185K +1,518 +39%
HT
348
HighTower Trust
Texas
$656K -$30.2K -248 -4%
FIG
349
Fusion Investment Group
Pennsylvania
$649K -$38K -312 -6%
FPCG
350
Fort Pitt Capital Group
Pennsylvania
$647K +$277K +2,273 +75%
12 13
14
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