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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.

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

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$1.88M
2
Barclays
2
Barclays
United Kingdom
$29.7M
3
State Street
3
State Street
Massachusetts
$39M
4
HHC
4
Hutchin Hill Capital
New York
$0
5
UBS AM
5
UBS AM
Illinois
$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
76
Capital Investment Advisors
Georgia
$19.5M +$4.78M +41,160 +33%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$19.1M +$13.7M +118,241 +254%
SAMC
78
Shinko Asset Management Company
Japan
$18.5M -$30.8M -265,000 -63%
GWM
79
Gupta Wealth Management
California
$18.2M +$2.56M +22,020 +16%
HCM
80
Hilton Capital Management
New York
$17.4M -$15.5M – –
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$17.1M -$1.95M -16,774 -10%
ZIM
82
Zacks Investment Management
Illinois
$17.1M +$80.9K +697 +0.5%
ECM
83
Evergreen Capital Management
Washington
$17.1M +$538K +4,633 +3%
CIM
84
Confluence Investment Management
Missouri
$16.7M +$776K +6,685 +5%
JIP
85
Jaffetilchin Investment Partners
Florida
$16.5M +$3.39M +29,186 +26%
FAAS
86
First Allied Advisory Services
California
$15.9M -$21.1M -181,244 -57%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$15.2M -$1.75M -15,116 -10%
EAM
88
Edge Asset Management
Washington
$14.9M +$14.9M +128,000 New
ACI
89
AMP Capital Investors
Australia
$14.6M +$5.1M +43,900 +54%
LI
90
Longer Investments
Arkansas
$14.4M +$3.49M +30,043 +32%
VFA
91
Voya Financial Advisors
Connecticut
$14.4M +$3.37M +28,997 +31%
RW
92
Rand Wealth
Maryland
$14.3M +$14.3M +123,568 New
First Trust Advisors
93
First Trust Advisors
Illinois
$14.1M -$2.74M -23,589 -16%
NMIS
94
Northwestern Mutual Investment Services
Wisconsin
$13.8M +$1.36M +11,695 +11%
SWP
95
Stratos Wealth Partners
Ohio
$13.5M +$10.6M +90,944 +354%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$13.4M +$377K +3,250 +3%
V
97
Veritable
Delaware
$13M -$40.9K -352 -0.3%
MSA
98
Mason Street Advisors
Wisconsin
$12.5M +$575K +4,950 +5%
KC
99
Kepos Capital
New York
$12.2M +$9.9M +85,300 +424%
IFA
100
Interactive Financial Advisors
Illinois
$12.2M +$1.3M +11,168 +12%
2 3
4
5 6