LQD icon

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.

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
1
BlackRock Advisors
Delaware
$481M
2
AB
2
Aozora Bank
Japan
$479M
3
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$653M
4
Barclays
4
Barclays
United Kingdom
$155M
5
MAA
5
Managed Account Advisors
New Jersey
$509M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$230M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
ACM
3
Aviance Capital Management
Florida
$204K
4
Morgan Stanley
4
Morgan Stanley
New York
$445M
5
Goldman Sachs
5
Goldman Sachs
New York
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$19.3M +$18.4M +158,917 +1,988%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$19M +$160K +1,380 +0.8%
Prudential Financial
78
Prudential Financial
New Jersey
$17.6M +$521K +4,500 +3%
JIR
79
James Investment Research
Ohio
$17.6M +$17.6M +151,697 New
GC
80
Guggenheim Capital
Illinois
$17.1M -$565K -4,885 -3%
ZIM
81
Zacks Investment Management
Illinois
$17M -$209K -1,808 -1%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$16.9M -$495K -4,277 -3%
First Trust Advisors
83
First Trust Advisors
Illinois
$16.8M -$175K -1,511 -1%
ECM
84
Evergreen Capital Management
Washington
$16.5M -$182K -1,572 -1%
CIM
85
Confluence Investment Management
Missouri
$15.9M -$1.12M -9,716 -7%
GWM
86
Gupta Wealth Management
California
$15.6M +$5.51M +47,628 +55%
HCM
87
Hilton Capital Management
New York
$15.5M – – –
WCM
88
Windham Capital Management
Massachusetts
$15.4M +$12.6M +108,900 +458%
CIA
89
Capital Investment Advisors
Georgia
$14.6M +$2.99M +25,868 +26%
JIP
90
Jaffetilchin Investment Partners
Florida
$13.1M +$176K +1,517 +1%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$13M -$220K -1,902 -2%
V
92
Veritable
Delaware
$13M -$582K -5,028 -4%
NMIS
93
Northwestern Mutual Investment Services
Wisconsin
$12.4M +$1.49M +12,844 +14%
TAG
94
Tactical Allocation Group
Michigan
$12M -$1.42M -12,251 -11%
BCI
95
Brinker Capital Investments
Pennsylvania
$12M -$116 -1 -0%
AIA
96
Avalon Investment & Advisory
Texas
$12M -$52K -449 -0.4%
EM
97
Elliott Management
New York
$11.9M +$11.9M +103,000 New
MSA
98
Mason Street Advisors
Wisconsin
$11.9M -$1.28M -11,085 -10%
GC
99
Garde Capital
Washington
$11.8M -$11.7K -101 -0.1%
FA
100
FDx Advisors
Illinois
$11.6M +$3.92M +33,844 +51%
2 3
4
5 6