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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 %
TD Asset Management
176
TD Asset Management
Ontario, Canada
$3.91M -$124K -1,072 -3%
Baird Financial Group
177
Baird Financial Group
Wisconsin
$3.83M -$525K -4,524 -12%
WCM
178
Windsor Capital Management
Arizona
$3.82M -$188K -1,620 -5%
WB
179
Webster Bank
Connecticut
$3.79M -$64.2K -553 -2%
FAT
180
First American Trust
California
$3.77M +$579K +4,988 +18%
MFS
181
MSI Financial Services
Massachusetts
$3.64M -$264K -2,274 -7%
SG
182
Swarthmore Group
Pennsylvania
$3.63M – – –
KCM
183
Karp Capital Management
California
$3.63M +$91.1K +785 +3%
BTS
184
BB&T Securities
Virginia
$3.63M +$897K +7,727 +33%
FHA
185
First Horizon Advisors
Tennessee
$3.62M +$984K +8,477 +37%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$3.6M +$3.6M +31,009 New
SAM
187
SignalPoint Asset Management
Missouri
$3.59M +$471K +4,054 +15%
HH
188
Hilltop Holdings
Texas
$3.55M +$572K +4,929 +19%
Comerica Bank
189
Comerica Bank
Texas
$3.49M -$3.61M -31,085 -51%
CG
190
Colony Group
Massachusetts
$3.43M +$360K +3,100 +12%
TPP
191
Triangle Peak Partners
California
$3.26M -$299K -2,573 -8%
ACM
192
Avalon Capital Management
California
$3.26M – – –
AP
193
Agilis Partners
Massachusetts
$3.26M -$436K -3,760 -12%
WPC
194
White Pine Capital
Minnesota
$3.2M -$11.6K -100 -0.4%
GLA
195
Great Lakes Advisors
Illinois
$3.19M +$332K +2,864 +12%
SPC
196
Sigma Planning Corp
Michigan
$3.16M -$518K -4,462 -14%
BHWM
197
Bar Harbor Wealth Management
New Hampshire
$3.15M -$219K -1,886 -7%
NFG
198
Next Financial Group
Texas
$3.12M +$162K +1,392 +5%
Mitsubishi UFJ Trust & Banking
199
Mitsubishi UFJ Trust & Banking
Japan
$3.1M +$1.01M +8,700 +48%
NCMW
200
Northern Capital Management (Wisconsin)
Wisconsin
$3.1M +$3.1M +26,692 New
6 7
8
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