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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 %
DC
326
Davenport & Co
Virginia
$619K -$373K -3,222 -38%
FPCG
327
Fort Pitt Capital Group
Pennsylvania
$615K – – –
SFFS
328
Stonehage Fleming Financial Services
Jersey
$602K +$266K +2,300 +79%
PAS
329
Partnervest Advisory Services
California
$596K -$106K -914 -15%
WA
330
Winfield Associates
Ohio
$589K -$116K -1,000 -16%
KC
331
Kingfisher Capital
North Carolina
$581K -$23.5K -203 -4%
WIC
332
Woodmont Investment Counsel
Tennessee
$580K +$580K +5,015 New
HIM
333
Hillsdale Investment Management
Ontario, Canada
$579K -$1.89M -16,350 -77%
EDRE
334
Edmond de Rothschild (Europe)
Luxembourg
$579K +$579K +5,000 New
EDRH
335
Edmond de Rothschild Holding
Switzerland
$579K +$579K +5,000 New
BAM
336
Berkshire Asset Management
Pennsylvania
$577K – – –
PCMC
337
Paragon Capital Management (Colorado)
Colorado
$575K +$231 +2 +0%
CNB
338
City National Bank
California
$569K -$354K -3,056 -38%
AMIM
339
Aull & Monroe Investment Management
Alabama
$550K -$9.27K -80 -2%
MCM
340
Maryland Capital Management
Maryland
$543K -$4.05K -35 -0.7%
FFS
341
Founders Financial Securities
Maryland
$534K -$275K -2,377 -34%
BAS
342
Brown Advisory Securities
Maryland
$533K -$192K -1,660 -27%
NG
343
NatWest Group
United Kingdom
$524K +$20.6K +178 +4%
CCS
344
Crosspoint Capital Strategies
California
$517K -$38.5K -333 -7%
WCA
345
Westover Capital Advisors
Delaware
$517K +$99.5K +860 +24%
HT
346
HighTower Trust
Texas
$515K -$109K -938 -17%
CFB
347
Cullen/Frost Bankers
Texas
$513K +$7.4K +64 +1%
HFS
348
HL Financial Services
Kentucky
$506K -$70.7K -610 -12%
PGFC
349
Peapack-Gladstone Financial Corp
New Jersey
$503K -$139K -1,200 -22%
CB
350
Community Bank
New York
$500K -$4.63K -40 -0.9%
12 13
14
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