LQD icon

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 %
CL
176
CPWM LLC
Washington
$5.2M +$238K +1,953 +5%
SP
177
Sarasin & Partners
United Kingdom
$5.2M +$87.6K +720 +2%
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$5.16M +$365K +3,001 +8%
BMM
179
Berkshire Money Management
Massachusetts
$5.12M +$384K +3,152 +8%
MCC
180
Mid Continent Capital
Illinois
$5.11M +$4.04M +33,210 +380%
QCMC
181
Quantum Capital Management (California)
California
$5.09M -$73.8K -606 -1%
SHA
182
Smith Hayes Advisers
Nebraska
$5.04M +$466K +3,825 +10%
SIM
183
Strategic Income Management
Washington
$4.94M -$189K -1,555 -4%
CFG
184
CNO Financial Group
Indiana
$4.87M +$4.87M +40,000 New
AP
185
Agilis Partners
Massachusetts
$4.74M +$161K +1,326 +4%
TCM
186
Towercrest Capital Management
Pennsylvania
$4.67M +$1.08M +9,036 +30%
VFS
187
VSR Financial Services
Kansas
$4.64M +$6.33K +52 +0.1%
BJ
188
Brouwer & Janachowski
California
$4.52M -$147K -1,211 -3%
TD Asset Management
189
TD Asset Management
Ontario, Canada
$4.41M -$110K -912 -2%
PTCG
190
Pring Turner Capital Group
California
$4.34M -$425K -3,501 -9%
WCM
191
Windsor Capital Management
Arizona
$4.28M -$21.2K -174 -0.5%
MIAN
192
Mariner Independent Advisor Network
Kansas
$4.24M -$96.4K -792 -2%
WCM
193
Wunderlich Capital Managemnt
Tennessee
$4.19M +$28.4K +234 +0.7%
WB
194
Webster Bank
Connecticut
$4.04M -$341K -2,801 -8%
HH
195
Hilltop Holdings
Texas
$3.99M +$1.21M +9,904 +43%
Comerica Bank
196
Comerica Bank
Texas
$3.98M -$4.98M -40,966 -56%
GXMC
197
Global X Management Company
New York
$3.73M +$3.73M +30,605 New
SPC
198
Sigma Planning Corp
Michigan
$3.69M +$1.13M +9,282 +44%
WPC
199
White Pine Capital
Minnesota
$3.69M – – –
KCM
200
Karp Capital Management
California
$3.61M +$161K +1,325 +5%
6 7
8
9 10