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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 %
SG
201
Swarthmore Group
Pennsylvania
$3.59M +$715K +5,875 +25%
TNBTD
202
Trustmark National Bank Trust Department
Mississippi
$3.53M -$4.17M -34,297 -54%
CCWA
203
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.53M -$80K -657 -2%
BAC
204
Boys Arnold & Co
North Carolina
$3.49M -$152K -1,250 -4%
CG
205
Colony Group
Massachusetts
$3.45M +$546K +4,487 +19%
1832 Asset Management
206
1832 Asset Management
Ontario, Canada
$3.43M +$667K +6,600 +24%
ACM
207
Avalon Capital Management
California
$3.42M -$14K -115 -0.4%
BHWM
208
Bar Harbor Wealth Management
New Hampshire
$3.41M -$32.1K -264 -0.9%
AI
209
Atria Investments
North Carolina
$3.31M -$29.1K -239 -0.9%
SAM
210
SignalPoint Asset Management
Missouri
$3.27M +$32.9K +270 +1%
SFU
211
Stonehage Fleming (UK)
United Kingdom
$3.26M +$3.26M +26,750 New
1SB
212
1ST Source Bank
Indiana
$3.22M – – –
FAT
213
First American Trust
California
$3.13M +$2.07M +16,990 +194%
SCA
214
Salient Capital Advisors
Texas
$3.13M -$202K -1,657 -6%
DA
215
DSC Advisors
Illinois
$3.1M +$2.23M +18,350 +258%
GLA
216
Great Lakes Advisors
Illinois
$3.09M +$55.4K +455 +2%
Federated Hermes
217
Federated Hermes
Pennsylvania
$2.96M -$468K -3,843 -14%
TYCC
218
Texas Yale Capital Corp
Florida
$2.96M – – –
Mitsubishi UFJ Trust & Banking
219
Mitsubishi UFJ Trust & Banking
Japan
$2.92M -$97.4M -800,000 -97%
WCM
220
Windham Capital Management
Massachusetts
$2.89M +$2.89M +23,773 New
NFG
221
Next Financial Group
Texas
$2.88M +$240K +1,975 +9%
SG Americas Securities
222
SG Americas Securities
New York
$2.85M +$2.68M +22,036 +1,562%
FAM
223
Foothills Asset Management
Arizona
$2.85M +$2.85M +23,380 New
TCM
224
Twele Capital Management
Minnesota
$2.8M -$15.2K -125 -0.5%
KC
225
Kepos Capital
New York
$2.79M +$48.7K +400 +2%
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