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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 %
KC
351
Kingfisher Capital
North Carolina
$636K -$23K -189 -3%
ANBTV
352
American National Bank & Trust (Virginia)
Virginia
$636K +$87.9K +722 +16%
SSWM
353
Smith Salley Wealth Management
North Carolina
$636K +$87.9K +722 +16%
EWA
354
EP Wealth Advisors
California
$621K -$4.82M -39,636 -89%
TU
355
TDAM USA
Ontario, Canada
$619K +$387K +3,180 +167%
WWM
356
Willingdon Wealth Management
North Carolina
$617K -$267K -2,192 -30%
ECM
357
Exchange Capital Management
Michigan
$616K -$261K -2,145 -30%
BAM
358
Berkshire Asset Management
Pennsylvania
$606K +$52.7K +433 +10%
HFS
359
HL Financial Services
Kentucky
$606K +$79.5K +653 +15%
PCMC
360
Paragon Capital Management (Colorado)
Colorado
$605K -$9.61K -79 -2%
DADC
361
D.A. Davidson & Co
Montana
$601K +$142K +1,167 +31%
AMIM
362
Aull & Monroe Investment Management
Alabama
$588K – – –
CCS
363
Crosspoint Capital Strategies
California
$585K -$3.19M -26,190 -85%
VIA
364
Virtus Investment Advisers
Connecticut
$579K -$314K -2,580 -35%
MCM
365
Maryland Capital Management
Maryland
$575K -$22.5K -185 -4%
ED
366
Exane Derivatives
France
$556K -$194K -1,595 -26%
DPI
367
Diversified Portfolios Inc
Michigan
$542K – – –
CFB
368
Cullen/Frost Bankers
Texas
$532K – – –
CB
369
Community Bank
New York
$531K – – –
NG
370
NatWest Group
United Kingdom
$529K – – –
AW
371
ACG Wealth
Georgia
$529K +$8.88K +73 +2%
DAS
372
Dynamic Advisor Solutions
Arizona
$528K +$73.1K +601 +16%
FFA
373
First Foundation Advisors
California
$528K +$528K +4,341 New
WT
374
Whittier Trust
California
$525K -$1.58K -13 -0.3%
MIC
375
MU Investments Company
Japan
$517K +$517K +4,254 New
13 14
15
16 17