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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.

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

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
$1.88M
2
Barclays
Barclays
United Kingdom
$29.7M
3
State Street
State Street
Massachusetts
$39M
4
HHC
Hutchin Hill Capital
New York
$0
5
UBS AM
UBS AM
Illinois
$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
126
Capital Analysts LLC
Pennsylvania
$8.12M +$902K +7,767 +12%
AFS
127
Aft Forsyth & Sober
Florida
$7.92M – – –
GW
128
GW & Wade
Massachusetts
$7.92M -$337K -2,902 -4%
DWM
129
Dakota Wealth Management
Florida
$7.73M -$692K -5,959 -8%
SSG
130
Summit Securities Group
New York
$7.71M +$7.71M +66,447 New
PIM
131
Parasol Investment Management
Illinois
$7.65M -$868K -7,480 -10%
RFC
132
Regions Financial Corp
Alabama
$7.46M +$1.49M +12,855 +25%
PA
133
Pinnacle Associates
New York
$7.38M -$2.05M -17,623 -22%
AIG
134
American International Group
New York
$7.34M -$1.27M -10,915 -15%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$7.29M +$704K +6,063 +11%
AC
136
Alley Company
Illinois
$7.26M -$79.1K -681 -1%
Prudential Financial
137
Prudential Financial
New Jersey
$7.23M -$10.4M -89,400 -59%
CCG
138
Cypress Capital Group
Florida
$7.22M +$31.9K +275 +0.4%
MIAN
139
Mariner Independent Advisor Network
Kansas
$6.87M +$2.29M +19,720 +50%
BWM
140
Braver Wealth Management
Massachusetts
$6.71M +$873K +7,518 +15%
Ninety One (UK)
141
Ninety One (UK)
United Kingdom
$6.64M -$678K -5,844 -9%
Mackenzie Financial
142
Mackenzie Financial
Ontario, Canada
$6.61M -$3.73M -32,163 -36%
FIMS
143
FBL Investment Management Services
Iowa
$6.59M – – –
M&T Bank
144
M&T Bank
New York
$6.44M -$117K -1,007 -2%
FIB
145
First Interstate Bank
Montana
$6.22M +$6.22M +53,564 New
HCM
146
Hollencrest Capital Management
California
$5.95M -$1.01M -8,717 -15%
Schroder Investment Management Group
147
Schroder Investment Management Group
United Kingdom
$5.91M +$4.18M +35,972 +240%
EC
148
Estate Counselors
Wisconsin
$5.91M -$348K -3,000 -6%
CB
149
Commerce Bank
Missouri
$5.81M +$27.3K +235 +0.5%
TAG
150
Tactical Allocation Group
Michigan
$5.77M -$6.3M -54,265 -52%
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