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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

557 hedge funds and large institutions have $14.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 244 increasing their positions, 150 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+30
Holders Change %
+5.69%
% of All Funds
14.86%
Holding in Top 10
80
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+19.4%
% of All Funds
2.13%
New
71
Increased
244
Reduced
150
Closed
33
Calls
$7.53M
Puts
$133M
Net Calls
-$125M
Net Calls Change
-$123M

Top Buyers

1
SR
1
Swiss Re
Switzerland
$784M
2
Bank of America
2
Bank of America
North Carolina
$940M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$136M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$626M
5
MAA
5
Managed Account Advisors
New Jersey
$396M

Top Sellers

1
AB
1
Aozora Bank
Japan
$304M
2
WI
2
WBI Investments
New Jersey
$0
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$2.92M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$133M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIG
76
FundX Investment Group
California
$22.1M +$1.81M +14,880 +9%
SAMC
77
Shinko Asset Management Company
Japan
$21M +$1.89M +15,500 +10%
Barclays
78
Barclays
United Kingdom
$20.5M +$1.64M +13,582 +9%
FI
79
FormulaFolio Investments
Michigan
$20.2M +$5.49M +45,115 +37%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$20M +$2.28M +18,773 +13%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$19.8M +$7.55K +62 +0%
JIR
82
James Investment Research
Ohio
$19.6M -$20M – –
RJA
83
Raymond James & Associates
Florida
$19.5M +$2.42M +19,881 +14%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$19.1M +$10.9M +89,618 +134%
Citigroup
85
Citigroup
New York
$18.7M +$12.4M +101,676 +194%
ACI
86
AMP Capital Investors
Australia
$18.7M +$7.63M +62,800 +69%
GC
87
Guggenheim Capital
Illinois
$18.6M +$1.37M +11,231 +8%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$18.3M -$1.84M -15,081 -9%
ZIM
89
Zacks Investment Management
Illinois
$18.1M +$1.47M +12,084 +9%
Prudential Financial
90
Prudential Financial
New Jersey
$17.9M +$9.15M +75,200 +104%
CIM
91
Confluence Investment Management
Missouri
$17.9M -$7.18M -58,989 -29%
First Trust Advisors
92
First Trust Advisors
Illinois
$17.8M +$5.4M +44,331 +43%
ECM
93
Evergreen Capital Management
Washington
$17.6M +$1.15M +9,458 +7%
FWM
94
Frontier Wealth Management
Missouri
$17.3M +$13.6M +111,882 +371%
IFA
95
Interactive Financial Advisors
Illinois
$15.5M +$3.14M +25,798 +26%
RIA
96
Regal Investment Advisors
Michigan
$14.4M +$70.1K +576 +0.5%
V
97
Veritable
Delaware
$14.2M +$5.96K +49 +0%
TAT
98
TD Ameritrade Trust
Colorado
$14.2M +$349K +2,868 +3%
TAG
99
Tactical Allocation Group
Michigan
$14.1M -$5.33M -43,764 -27%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$13.9M +$305K +2,510 +2%
2 3
4
5 6