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

Top Sellers

1
AB
Aozora Bank
Japan
$304M
2
WI
WBI Investments
New Jersey
$0
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$2.92M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
5
Deutsche Bank
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
126
E&G Advisors
Texas
$9.96M +$1M +8,237 +11%
ACP
127
Ashfield Capital Partners
California
$9.94M +$42.5K +349 +0.4%
FAAS
128
First Allied Advisory Services
California
$9.89M +$2.48M +20,399 +33%
UCFA
129
United Capital Financial Advisors
Texas
$9.79M +$752K +6,272 +8%
PIM
130
Parasol Investment Management
Illinois
$9.65M +$387K +3,180 +4%
OIA
131
Optimum Investment Advisors
Illinois
$9.26M +$151K +1,238 +2%
SIAM
132
Sterling Investment Advisors (Missouri)
Missouri
$9.15M -$220K -1,805 -2%
K
133
Kemper
Illinois
$9.13M – – –
DWM
134
Dakota Wealth Management
Florida
$9.06M +$109K +892 +1%
GW
135
GW & Wade
Massachusetts
$8.93M +$8.93M +73,361 New
AIG
136
American International Group
New York
$8.81M -$537K -4,414 -6%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$8.8M -$176K -1,449 -2%
EIM
138
Emerson Investment Management
Massachusetts
$8.52M +$2.69M +22,075 +46%
FF
139
Friedenthal Financial
New Jersey
$8.5M -$248K -2,034 -3%
AFS
140
Aft Forsyth & Sober
Florida
$8.31M – – –
NIA
141
Northstar Investment Advisors
Colorado
$8.23M -$117K -962 -1%
FA
142
FDx Advisors
Illinois
$8.05M +$2.48M +20,350 +44%
CCG
143
Cypress Capital Group
Florida
$7.9M +$539K +4,425 +7%
EI
144
Excelsia Inc
Georgia
$7.78M +$6.92M +56,871 +812%
HCM
145
Hollencrest Capital Management
California
$7.58M +$156K +1,285 +2%
PAG
146
Private Advisor Group
New Jersey
$7.52M +$2.83M +23,239 +60%
M&T Bank
147
M&T Bank
New York
$7.44M -$2.5M -20,508 -25%
AC
148
Alley Company
Illinois
$7.25M +$1.51M +12,445 +26%
LFG
149
LifePlan Financial Group
Ohio
$7.15M +$79.1K +650 +1%
TCM
150
Tuttle Capital Management
Connecticut
$7.06M +$6.65M +54,669 +1,628%
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