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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
+$435M
2
AB
Aozora Bank
Japan
+$190M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$185M
4
Barclays
Barclays
United Kingdom
+$135M
5
MAA
Managed Account Advisors
New Jersey
+$133M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$365M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$136M
3
ACM
Aviance Capital Management
Florida
-$133M
4
Morgan Stanley
Morgan Stanley
New York
-$119M
5
Goldman Sachs
Goldman Sachs
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
201
Next Financial Group
Texas
$2.95M +$213K +1,838 +8%
MCC
202
Mid Continent Capital
Illinois
$2.9M -$1.95M -16,875 -40%
GLA
203
Great Lakes Advisors
Illinois
$2.85M -$89.4K -773 -3%
1SB
204
1ST Source Bank
Indiana
$2.84M -$222K -1,918 -7%
TYCC
205
Texas Yale Capital Corp
Florida
$2.81M – – –
BTS
206
BB&T Securities
Virginia
$2.72M -$2.63M -22,726 -49%
CCWA
207
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.7M -$664K -5,734 -20%
CI
208
Cambiar Investors
Colorado
$2.7M +$283K +2,447 +12%
Federated Hermes
209
Federated Hermes
Pennsylvania
$2.69M -$127K -1,094 -5%
GEM
210
Global Endowment Management
North Carolina
$2.66M +$2.66M +23,000 New
TCM
211
Twele Capital Management
Minnesota
$2.66M – – –
FHA
212
First Horizon Advisors
Tennessee
$2.62M +$1.29M +11,153 +97%
BT
213
Beacon Trust
New Jersey
$2.5M +$106K +920 +4%
GAM
214
Gemmer Asset Management
California
$2.49M -$33.2K -287 -1%
CFA
215
CT Financial Advisors
Pennsylvania
$2.46M -$121K -1,044 -5%
ACI
216
Alpha Cubed Investments
California
$2.34M +$1.15M +9,958 +97%
KC
217
Kepos Capital
New York
$2.33M -$324K -2,800 -12%
CLA
218
Cranberry Lake Advisors
Texas
$2.31M -$8.1M -70,015 -78%
RMC
219
Regis Management Company
California
$2.27M +$129K +1,113 +6%
HNB
220
Huntington National Bank
Ohio
$2.27M -$82K -671 Closed
CLOS
221
Compagnie Lombard Odier SCmA
Switzerland
$2.27M -$236K -2,038 -9%
CA
222
Cambridge Advisors
Nebraska
$2.22M +$101K +877 +5%
BWAM
223
Boyd Watterson Asset Management
Ohio
$2.2M -$46.3K -400 -2%
SSWM
224
Sheets Smith Wealth Management
North Carolina
$2.18M -$7.18K -62 -0.3%
CCT
225
Country Club Trust
Missouri
$2.15M +$168K +1,450 +8%
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