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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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$230M
2
BFA
Beaumont Financial Advisors
Massachusetts
$0
3
ACM
Aviance Capital Management
Florida
$204K
4
Morgan Stanley
Morgan Stanley
New York
$445M
5
Goldman Sachs
Goldman Sachs
New York
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
126
Parasol Investment Management
Illinois
$8.49M -$682K -5,895 -7%
SIAM
127
Sterling Investment Advisors (Missouri)
Missouri
$8.45M -$256K -2,208 -3%
EIM
128
Emerson Investment Management
Massachusetts
$8.39M +$287K +2,477 +4%
DWM
129
Dakota Wealth Management
Florida
$8.39M -$226K -1,951 -3%
GW
130
GW & Wade
Massachusetts
$8.23M -$262K -2,265 -3%
AFS
131
Aft Forsyth & Sober
Florida
$7.9M – – –
UR
132
USCA RIA
Texas
$7.68M -$3.34M -28,890 -30%
AC
133
Alley Company
Illinois
$7.32M +$426K +3,682 +6%
Ninety One (UK)
134
Ninety One (UK)
United Kingdom
$7.3M -$4.96M -42,860 -40%
CAL
135
Capital Analysts LLC
Pennsylvania
$7.19M +$855K +7,389 +13%
CCG
136
Cypress Capital Group
Florida
$7.17M -$347K -2,995 -5%
Comerica Bank
137
Comerica Bank
Texas
$7.07M +$3.29M +28,446 +87%
HCM
138
Hollencrest Capital Management
California
$6.94M -$266K -2,300 -4%
CA
139
Cetera Advisors
Colorado
$6.81M +$938K +8,113 +16%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$6.66M +$1.52M +13,149 +30%
FIMS
141
FBL Investment Management Services
Iowa
$6.57M -$121K -1,043 -2%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$6.57M +$397K +3,435 +6%
M&T Bank
143
M&T Bank
New York
$6.54M -$533K -4,608 -8%
EC
144
Estate Counselors
Wisconsin
$6.25M – – –
AWM
145
Avior Wealth Management
Nebraska
$6.04M -$106K -915 -2%
FIM
146
Freedom Investment Management
Connecticut
$5.96M +$60.8K +525 +1%
RFC
147
Regions Financial Corp
Alabama
$5.95M +$724K +6,253 +14%
BWM
148
Braver Wealth Management
Massachusetts
$5.82M -$215K -1,860 -4%
CB
149
Commerce Bank
Missouri
$5.77M +$304K +2,629 +6%
BAAM
150
Baker Avenue Asset Management
California
$5.72M -$4.12M -35,578 -42%
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