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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

520 hedge funds and large institutions have $16.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 199 increasing their positions, 195 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-17
Holders Change %
-3.17%
% of All Funds
14.53%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.87%
New
41
Increased
199
Reduced
195
Closed
52
Calls
$7.53M
Puts
$79.4M
Net Calls
-$71.9M
Net Calls Change
+$320M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.32B
2
WIM
Windhaven Investment Management
Massachusetts
$455M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$492M
4
Goldman Sachs
Goldman Sachs
New York
$322M
5
ACM
Aviance Capital Management
Florida
$139M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
$1.88M
2
Barclays
Barclays
United Kingdom
$29.7M
3
State Street
State Street
Massachusetts
$39M
4
HHC
Hutchin Hill Capital
New York
$0
5
UBS AM
UBS AM
Illinois
$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
501
Central Trust Company
Missouri
$17K -$64K -550 -79%
RAM
502
Riggs Asset Management
Pennsylvania
$17K – – –
SCA
503
Strategic Capital Alternatives
United States
$16K +$16K +139 New
AIM
504
Advantage Investment Management
Iowa
$15K -$103K -863 -87%
CMO
505
Covenant Multifamily Offices
Texas
$12K – – –
DLHL
506
Donald L. Hagan LLC
Florida
$12K +$12K +100 New
DRS
507
Deane Retirement Strategies
Louisiana
$11K -$187K -1,666 -94%
LWA
508
Lenox Wealth Advisors
New York
$10K +$4.46K +37 +80%
BAM
509
Brave Asset Management
New Jersey
$9K – – –
LWM
510
LBA Wealth Management
Florida
$8K – – –
KCPG
511
Kavar Capital Partners Group
Kansas
$8K – – –
WRM
512
Westport Resources Management
Connecticut
$8K +$114 +1 +1%
FWM
513
Focused Wealth Management
New York
$7K – – –
AA
514
Apriem Advisors
California
$6K -$47.5K -396 -89%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
VNA
516
Valley National Advisers
Pennsylvania
$6K – – –
CA
517
CapWealth Advisors
Tennessee
$5K – – –
AA
518
Advisory Alpha
Michigan
$5K +$5K +42 New
TCM
519
Tradewinds Capital Management
Washington
$4K +$4K +31 New
AIA
520
Alerus Investment Advisors
Minnesota
$3K -$454K -4,082 -99%
CFS
521
Commonwealth Financial Services
West Virginia
$3K – – –
S
522
SignatureFD
Georgia
$2K – – –
EMA
523
Efficient Market Advisors
California
$1K – – –
JFA
524
JNBA Financial Advisors
Minnesota
$1K – – –
HHC
525
Hutchin Hill Capital
New York
– -$80.9M -699,314 Closed
19 20
21
22 23