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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 %
Lazard Asset Management
151
Lazard Asset Management
New York
$5.57M -$1.47M – –
RJFSA
152
Raymond James Financial Services Advisors
Florida
$5.39M +$5.39M +46,546 New
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$5.31M +$409K +3,530 +8%
ClearBridge Investments
154
ClearBridge Investments
New York
$5.3M -$96.2K -831 -2%
SBWM
155
Sunflower Bank Wealth Management
Arizona
$5.15M -$215K -1,858 -4%
SHA
156
Smith Hayes Advisers
Nebraska
$5.07M +$279K +2,415 +6%
ICM
157
Ionic Capital Management
New York
$4.98M +$4.98M +43,000 New
SIM
158
Strategic Income Management
Washington
$4.91M +$212K +1,835 +5%
QCMC
159
Quantum Capital Management (California)
California
$4.91M +$66.4K +574 +1%
CL
160
CPWM LLC
Washington
$4.77M -$176K -1,524 -4%
FA
161
FMA Advisory
Pennsylvania
$4.75M +$4.75M +41,005 New
CFG
162
CNO Financial Group
Indiana
$4.63M – – –
BMM
163
Berkshire Money Management
Massachusetts
$4.6M -$270K -2,329 -6%
IA
164
IndexIQ Advisors
New York
$4.59M -$1.02M -8,814 -18%
SP
165
Sarasin & Partners
United Kingdom
$4.59M -$353K -3,047 -7%
MIAN
166
Mariner Independent Advisor Network
Kansas
$4.57M +$534K +4,616 +13%
TCM
167
Towercrest Capital Management
Pennsylvania
$4.52M +$14.2K +123 +0.3%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$4.34M +$4.34M +37,528 New
BFEC
169
Benjamin F. Edwards & Company
Missouri
$4.34M -$2.11M -18,199 -33%
TD Asset Management
170
TD Asset Management
Ontario, Canada
$4.22M -$218K -1,791 -5%
LFG
171
LifePlan Financial Group
Ohio
$4.22M -$2.58M -22,331 -38%
RIA
172
Regal Investment Advisors
Michigan
$4.21M -$9.44M -81,611 -69%
VFS
173
VSR Financial Services
Kansas
$4.08M -$332K -2,870 -8%
WCM
174
Wunderlich Capital Managemnt
Tennessee
$4.07M +$81.3K +703 +2%
WCM
175
Windsor Capital Management
Arizona
$4M -$74.4K -643 -2%
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7
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