LQD icon

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.

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
1
Bank of America
North Carolina
$1.32B
2
WIM
2
Windhaven Investment Management
Massachusetts
$455M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$492M
4
Goldman Sachs
4
Goldman Sachs
New York
$322M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$191M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$1.88M
2
Barclays
2
Barclays
United Kingdom
$29.7M
3
State Street
3
State Street
Massachusetts
$39M
4
HHC
4
Hutchin Hill Capital
New York
$0
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.4B 12,035,370 +491,365 +4%
Bank of America
2
Bank of America
North Carolina
$1.32B 11,396,112 +4,104,319 +56%
LTI
3
Laffer Tengler Investments
Tennessee
– – -9,620 Closed
Wells Fargo
4
Wells Fargo
California
$848M 7,300,426 +1,139,933 +19%
SR
5
Swiss Re
Switzerland
$767M 6,610,800 – –
NMIFOAC
6
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$706M 6,079,200 +432,000 +8%
EFS
7
Edelman Financial Services
Virginia
$676M 5,819,883 +145,815 +3%
Morgan Stanley
8
Morgan Stanley
New York
$544M 4,684,147 +836,205 +22%
BlackRock
9
BlackRock
New York
$530M 4,563,243 -69,000 -1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$492M 4,235,687 +2,244,763 +113%
BA
11
BlackRock Advisors
Delaware
$485M 4,177,969 +19,094 +0.5%
AB
12
Aozora Bank
Japan
$480M 4,135,000 – –
WIM
13
Windhaven Investment Management
Massachusetts
$455M 3,917,100 +3,461,103 +759%
Allianz Asset Management
14
Allianz Asset Management
Germany
$423M 3,642,877 +629,394 +21%
UBS Group
15
UBS Group
Switzerland
$372M 3,200,344 +245,568 +8%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$326M 2,805,625 -83,073 -3%
Goldman Sachs
17
Goldman Sachs
New York
$322M 2,774,006 +2,055,055 +286%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$202M 1,737,374 +671,424 +63%
VA
19
Valmark Advisers
Ohio
$193M 1,660,930 -89,299 -5%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$191M 1,647,000 +1,647,000 New
SIM
21
Sentry Investment Management
Wisconsin
$182M 1,570,000 +39,500 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$165M 1,418,236 -116,102 -8%
KeyBank National Association
23
KeyBank National Association
Ohio
$150M 1,291,345 -74,947 -5%
LPL Financial
24
LPL Financial
California
$146M 1,257,660 +24,028 +2%
USAA
25
United Services Automobile Association
Texas
$142M 1,225,822 +10,793 +0.9%
1
2 3 4 5