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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 %
Walleye Trading
551
Walleye Trading
New York
– -$288K -2,488 Closed
ACM
552
Ashford Capital Management
Delaware
– -$284K -2,455 Closed
BCM
553
Bluefin Capital Management
New York
– -$273K -2,356 Closed
RWA
554
River Wealth Advisors
Pennsylvania
– -$271K -2,343 Closed
NCM
555
Narwhal Capital Management
Georgia
– -$266K -2,295 Closed
VHAM
556
Van Hulzen Asset Management
California
– -$244K -2,113 Closed
NA
557
Nottingham Advisors
New York
– -$235K -2,032 Closed
PNAA
558
Pictet North America Advisors
Switzerland
– -$231K -2,000 Closed
NP
559
NorthRock Partners
Minnesota
– -$232K -2,000 Closed
SMC
560
Smith, Moore & Co
Missouri
– -$215K -1,854 Closed
Mirae Asset Global Investments
561
Mirae Asset Global Investments
South Korea
– -$206K -1,780 Closed
CIBC World Market
562
CIBC World Market
Ontario, Canada
– -$206K -1,776 Closed
ANBT
563
American National Bank & Trust
Texas
– -$187K -1,615 Closed
LNWWM
564
Laird Norton Wetherby Wealth Management
California
– -$106K -920 Closed
Bessemer Group
565
Bessemer Group
New Jersey
– -$56K -486 Closed
FFC
566
First Financial Corp
Indiana
– -$29K -251 Closed
CFN
567
Cordasco Financial Network
Florida
– -$27K -234 Closed
FANJ
568
Financial Architects (New Jersey)
New Jersey
– -$26K -224 Closed
SFWA
569
Summit Financial Wealth Advisors
Louisiana
– -$17K -150 Closed
BRWM
570
B. Riley Wealth Management
Tennessee
– -$6K -52 Closed
NC
571
NewSquare Capital
Pennsylvania
– -$3K -29 Closed
HCM
572
Horrell Capital Management
Arkansas
– -$3K -25 Closed
BCFS
573
Butensky & Cohen Financial Security
Florida
– -$2K -20 Closed
CWM
574
Catamount Wealth Management
Connecticut
– -$1K -5 Closed
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