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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

419 hedge funds and large institutions have $12.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 215 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-13
Holders Change %
-3.01%
% of All Funds
13.59%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
1.65%
New
43
Increased
103
Reduced
215
Closed
52
Calls
$6.32M
Puts
$9.77M
Net Calls
-$3.45M
Net Calls Change
+$8.31M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$176M
2
WI
WBI Investments
New Jersey
$131M
3
Franklin Resources
Franklin Resources
California
$390M
4
SCM
Sandler Capital Management
New York
$85.1M
5
SR
Swiss Reinsurance
Switzerland
$587M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
$422M
2
Bank of America
Bank of America
North Carolina
$845M
3
LPL Financial
LPL Financial
California
$74.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$34.3M
5
Morgan Stanley
Morgan Stanley
New York
$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTIM
226
Round Table Investment Management
North Carolina
$1.19M +$1.19M +10,468 New
Lazard Asset Management
227
Lazard Asset Management
New York
$1.17M -$1.39M – –
PFS
228
Prospera Financial Services
Texas
$1.15M -$521K -4,610 -31%
BBA
229
BLB&B Advisors
Pennsylvania
$1.14M -$3.52K -31 -0.3%
DC
230
Davenport & Co
Virginia
$1.12M -$1.14K -10 -0.1%
AWM
231
Altavista Wealth Management
North Carolina
$1.09M -$56.8K -500 -5%
NSIM
232
North Star Investment Management
Illinois
$1.09M +$74.6K +657 +7%
TCM
233
Twele Capital Management
Minnesota
$1.07M – – –
AI
234
Atria Investments
North Carolina
$1.06M -$5.38M -47,412 -84%
RJT
235
Raymond James Trust
Florida
$1.05M -$324K -2,856 -24%
HCA
236
Harbour Capital Advisors
Virginia
$1.04M – – –
BAM
237
Barrett Asset Management
New York
$1.04M -$16.9K -149 -2%
1SB
238
1ST Source Bank
Indiana
$1.03M +$1.03M +9,047 New
CHFS
239
Cobble Hill Financial Services
New Jersey
$1.02M – – –
MBT
240
Montecito Bank & Trust
California
$1.02M -$715K -6,297 -41%
FAT
241
First American Trust
California
$1M -$233K -2,053 -19%
BRWA
242
B. Riley Wealth Advisors
Florida
$979K -$470K -4,142 -32%
MCM
243
Maryland Capital Management
Maryland
$969K +$51K +449 +6%
JIP
244
Jaffetilchin Investment Partners
Florida
$937K -$748K -6,590 -44%
Creative Planning
245
Creative Planning
Kansas
$924K +$47K +414 +5%
SG Americas Securities
246
SG Americas Securities
New York
$920K +$920K +8,100 New
VKH
247
Virtu KCG Holdings
New York
$918K +$918K +8,085 New
FM
248
Foster & Motley
Ohio
$905K +$28.7K +253 +3%
WB
249
WesBanco Bank
West Virginia
$895K -$109K -965 -11%
KFS
250
KMS Financial Services
Washington
$854K -$157K -1,384 -16%
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