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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
$481M
2
AB
Aozora Bank
Japan
$479M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$653M
4
Barclays
Barclays
United Kingdom
$155M
5
MAA
Managed Account Advisors
New Jersey
$509M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$230M
2
BFA
Beaumont Financial Advisors
Massachusetts
$0
3
ACM
Aviance Capital Management
Florida
$204K
4
Morgan Stanley
Morgan Stanley
New York
$445M
5
Goldman Sachs
Goldman Sachs
New York
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
376
Diversified Portfolios Inc
Michigan
$365K -$150K -1,299 -29%
CD
377
Carl Domino
Florida
$364K -$262K -2,261 -42%
WI
378
Wedgewood Investors
Pennsylvania
$362K – – –
TNB
379
Thomasville National Bank
Georgia
$362K +$40.4K +349 +13%
FI
380
FormulaFolio Investments
Michigan
$359K -$18.8M -162,592 -98%
GI
381
Gradient Investments
Minnesota
$359K -$34.8K -301 -9%
AB
382
AT Bancorp
Iowa
$357K +$357K +3,082 New
FFBTD
383
First Financial Bank - Trust Division
Ohio
$354K -$232 -2 -0.1%
I
384
IberiaBank
Louisiana
$346K -$29.6K -256 -8%
ATC
385
Argent Trust Co
Tennessee
$342K – – –
FC
386
FCA Corp
Texas
$341K +$55.4K +479 +19%
PPA
387
Parametric Portfolio Associates
Washington
$338K – – –
PIA
388
Peachtree Investment Advisors
Georgia
$336K -$16.3K -141 -5%
CSIC
389
Clifford Swan Investment Counsel
California
$330K – – –
CC
390
Cadinha & Co
Hawaii
$325K +$5.78K +50 +2%
BC
391
Burney Company
Virginia
$324K -$10.9K -94 -3%
NCM
392
Neumann Capital Management
California
$324K +$15.6K +135 +5%
PCM
393
Palouse Capital Management
Washington
$323K -$2.43K -21 -0.7%
JIC
394
Joel Isaacson & Co
New York
$322K – – –
CCFCSB
395
Cape Cod Five Cents Savings Bank
Massachusetts
$319K -$137K -1,180 -30%
HR
396
Howe & Rusling
New York
$317K +$175K +1,510 +123%
KA
397
Kovack Advisors
Florida
$312K +$51.2K +442 +20%
NDSI
398
Newman Dignan & Sheerar Inc
Rhode Island
$304K -$112K -970 -27%
FNBT
399
FineMark National Bank & Trust
Florida
$303K +$65.3K +565 +27%
DWA
400
Dorsey Wright & Associates
California
$302K -$1.61K -14 -0.5%
14 15
16
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