LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

467 hedge funds and large institutions have $11.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 159 increasing their positions, 182 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
13.43%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.5%
New
44
Increased
159
Reduced
182
Closed
30
Calls
$3.87M
Puts
$11.4M
Net Calls
-$7.5M
Net Calls Change
-$33.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$969M
2
WI
WBI Investments
New Jersey
$262M
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.24B
4
MAA
Managed Account Advisors
New Jersey
$123M
5
State Street
State Street
Massachusetts
$112M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$336M
2
B
Bailard
California
$576K
3
MSA
Mason Street Advisors
Wisconsin
$11.9M
4
UOC
University of Chicago
Illinois
$0
5
Morgan Stanley
Morgan Stanley
New York
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
226
Klingenstein Fields & Co
New York
$1.71M – – –
PA
227
Pinnacle Associates
New York
$1.67M -$261K -2,189 -14%
Chevy Chase Trust
228
Chevy Chase Trust
Maryland
$1.64M -$157K -1,320 -9%
MWR
229
McAdams Wright Ragen
Washington
$1.63M +$342K +2,866 +27%
FM
230
Foster & Motley
Ohio
$1.58M +$281K +2,359 +22%
VNB
231
Valley National Bancorp
New York
$1.57M -$330K -2,770 -17%
CIBC World Market
232
CIBC World Market
Ontario, Canada
$1.55M +$1.55M +12,995 New
WB
233
Webster Bank
Connecticut
$1.54M -$27.2K -228 -2%
RMC
234
Regis Management Company
California
$1.53M +$923K +7,739 +152%
ICOA
235
Investment Centers of America
North Dakota
$1.52M -$4.16M -34,791 -73%
RNS
236
Robert N. Shapiro
$1.52M – – –
WT
237
Whittier Trust
California
$1.51M – – –
Janus Henderson Group
238
Janus Henderson Group
United Kingdom
$1.5M -$542K -4,540 -26%
WB
239
WesBanco Bank
West Virginia
$1.48M +$388K +3,253 +36%
YP
240
Yellowstone Partners
Idaho
$1.44M +$429K +3,594 +42%
RIA
241
Regal Investment Advisors
Michigan
$1.43M -$781K -6,548 -35%
BL
242
BCWM LLC
Kansas
$1.42M -$186K -1,562 -12%
SG
243
Swarthmore Group
Pennsylvania
$1.41M – – –
SWP
244
Stratos Wealth Partners
Ohio
$1.38M +$1.38M +11,575 New
LWI
245
Long Wharf Investors
Massachusetts
$1.38M +$65.6K +550 +5%
CWM
246
Concert Wealth Management
California
$1.34M -$61.2K -524 -4%
Northern Trust
247
Northern Trust
Illinois
$1.3M -$74.4K -62,351 -5%
CMO
248
Covenant Multifamily Offices
Texas
$1.29M – – –
LTI
249
Laffer Tengler Investments
Tennessee
$1.26M -$346K -2,902 -22%
Lazard Asset Management
250
Lazard Asset Management
New York
$1.23M -$1.2M – –
8 9
10
11 12