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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 %
WT
351
Whittier Trust
California
$499K – – –
DADC
352
D.A. Davidson & Co
Montana
$497K -$73.9K -641 -13%
Nomura Holdings
353
Nomura Holdings
Japan
$485K -$275K -2,365 -36%
FM
354
Foster & Motley
Ohio
$485K +$9.6K +83 +2%
ECM
355
Exchange Capital Management
Michigan
$476K -$110K -950 -19%
AIA
356
Alerus Investment Advisors
Minnesota
$475K +$19.1K +165 +4%
FF
357
Friedenthal Financial
New Jersey
$471K -$7.61M -65,750 -94%
MAM
358
Marquette Asset Management
Minnesota
$469K – – –
AW
359
ACG Wealth
Georgia
$462K -$41.7K -360 -8%
Kayne Anderson Rudnick Investment Management
360
Kayne Anderson Rudnick Investment Management
California
$454K – – –
SBH
361
Segall Bryant & Hamill
Illinois
$446K -$11.6K -100 -3%
EWM
362
Empirical Wealth Management
Washington
$442K – – –
TWM
363
Torch Wealth Management
Ohio
$442K +$442K +3,820 New
FCCM
364
First City Capital Management
Georgia
$441K – – –
B
365
Bailard
California
$440K -$350K -3,025 -44%
NPF
366
Norris Perne & French
Michigan
$420K +$22.6K +195 +6%
DBIA
367
Dumont & Blake Investment Advisors
New Jersey
$418K – – –
AWM
368
Altavista Wealth Management
North Carolina
$414K -$63.7K -550 -13%
Neuberger Berman Group
369
Neuberger Berman Group
New York
$411K -$11.6K -100 -3%
VIA
370
Vantage Investment Advisors
Pennsylvania
$410K -$388K -3,350 -49%
CHAM
371
Clear Harbor Asset Management
Connecticut
$395K +$11.6K +100 +3%
CWM
372
Confluence Wealth Management
Oregon
$391K +$3.01K +26 +0.8%
NA
373
NewEdge Advisors
Louisiana
$385K -$10.6M -91,629 -96%
HIS
374
Horizon Investment Services
Indiana
$372K -$4.05K -35 -1%
DS
375
DRW Securities
Illinois
$366K -$5.17M -44,742 -93%
13 14
15
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