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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

563 hedge funds and large institutions have $18.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 204 increasing their positions, 192 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+43
Holders Change %
+8.27%
% of All Funds
14.78%
Holding in Top 10
80
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+19.4%
% of All Funds
2.1%
New
85
Increased
204
Reduced
192
Closed
37
Calls
$290M
Puts
$924M
Net Calls
-$634M
Net Calls Change
-$562M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.69B
2
UBS Group
UBS Group
Switzerland
$631M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$260M
4
LPL Financial
LPL Financial
California
$331M
5
IA
IndexIQ Advisors
New York
$256M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$669M
2
Wells Fargo
Wells Fargo
California
$648M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$16M
4
SR
Swiss Re
Switzerland
$658M
5
UBS AM
UBS AM
Illinois
$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCPG
551
Kavar Capital Partners Group
Kansas
$8K – – –
LWM
552
LBA Wealth Management
Florida
$8K – – –
WRM
553
Westport Resources Management
Connecticut
$8K +$113 +1 +1%
CGH
554
Cleary Gull Holdings
Wisconsin
$8K +$8K +70 New
FWM
555
Focused Wealth Management
New York
$6K – – –
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
AA
557
Apriem Advisors
California
$6K – – –
LWA
558
Lenox Wealth Advisors
New York
$5K -$4.02K -37 -45%
CA
559
CapWealth Advisors
Tennessee
$5K – – –
AA
560
Advisory Alpha
Michigan
$5K – – –
TCM
561
Tradewinds Capital Management
Washington
$4K – – –
LWM
562
Lenox Wealth Management
Ohio
$4K +$4K +33 New
CFS
563
Commonwealth Financial Services
West Virginia
$3K – – –
S
564
SignatureFD
Georgia
$2K – – –
JFA
565
JNBA Financial Advisors
Minnesota
$1K – – –
EMA
566
Efficient Market Advisors
California
$1K – – –
NR
567
Newfound Research
Massachusetts
$1K +$1K +7 New
State Street
568
State Street
Massachusetts
– -$39M -335,608 Closed
LI
569
LVZ Inc
Michigan
– -$10.8M -93,294 Closed
SSG
570
Summit Securities Group
New York
– -$7.71M -66,447 Closed
Prudential Financial
571
Prudential Financial
New Jersey
– -$7.23M -62,300 Closed
AP
572
AHL Partners
United Kingdom
– -$5.71M -49,158 Closed
GAMA
573
Graticule Asia Macro Advisors
New York
– -$4.56M -39,300 Closed
CI
574
Cambiar Investors
Colorado
– -$2.41M -20,795 Closed
HIM
575
Hillsdale Investment Management
Ontario, Canada
– -$1.92M -16,500 Closed
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23
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