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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 %
VV
401
Valentine Ventures
Oregon
$299K +$14.2K +123 +5%
JIC
402
Johnson Investment Counsel
Ohio
$288K +$23.1K +200 +9%
Walleye Trading
403
Walleye Trading
New York
$288K +$288K +2,488 New
PFS
404
Prospera Financial Services
Texas
$287K -$6.01K -52 -2%
SI
405
SII Investments
Wisconsin
$286K -$163K -1,403 -36%
ACM
406
Ashford Capital Management
Delaware
$284K -$560K -4,839 -66%
MA
407
MUFG Americas
New York
$282K -$11.6K -100 -4%
GIA
408
Granite Investment Advisors
New Hampshire
$276K -$57.9K -500 -17%
11A
409
10-15 Associates
New York
$274K -$62.2K -538 -19%
BCM
410
Bluefin Capital Management
New York
$273K +$273K +2,356 New
RWA
411
River Wealth Advisors
Pennsylvania
$271K -$95.8K -828 -26%
CBU
412
CIBC Bank USA
Illinois
$269K – – –
NCM
413
Narwhal Capital Management
Georgia
$266K -$103K -888 -28%
BCA
414
Bernzott Capital Advisors
California
$266K +$14.5K +125 +6%
ONB
415
Old National Bancorp
Indiana
$266K +$130K +1,119 +95%
MC
416
Moors & Cabot
Massachusetts
$265K -$10.7K -92 -4%
GIM
417
Goelzer Investment Management
Indiana
$260K – – –
JCM
418
Jag Capital Management
Missouri
$256K – – –
HC
419
Highmount Capital
New York
$255K -$14.3K -123 -5%
PCM
420
Parsons Capital Management
Rhode Island
$249K – – –
EAM
421
Evanson Asset Management
California
$248K +$23K +199 +10%
CAPTRUST Financial Advisors
422
CAPTRUST Financial Advisors
North Carolina
$247K +$33.1K +286 +15%
MWP
423
Moller Wealth Partners
$244K – – –
VHAM
424
Van Hulzen Asset Management
California
$244K +$7.85K +68 +3%
TFA
425
Transamerica Financial Advisors
Florida
$239K -$1.73M -14,981 -88%
15 16
17
18 19