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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

527 hedge funds and large institutions have $18.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 198 increasing their positions, 146 reducing their positions, and 29 closing their positions.

Holders
527
Holders Change
+64
Holders Change %
+13.82%
% of All Funds
14.06%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.79%
New
102
Increased
198
Reduced
146
Closed
29
Calls
$6.96M
Puts
$9M
Net Calls
-$2.04M
Net Calls Change
+$9.27M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$292M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$264M
3
WI
3
WBI Investments
New Jersey
$175M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$222M
5
NMIFOAC
5
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$400M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$548M
2
ACM
2
Americafirst Capital Management
California
$4.84B
3
State Street
3
State Street
Massachusetts
$140M
4
GI
4
Glovista Investments
New Jersey
$0
5
PAM
5
Panagora Asset Management
Massachusetts
$75.6M
Name Market Value Shares Shares
Change 		Shares
Change %
UOC
226
UBS O'Connor
Illinois
$2.39M 20,000 +20,000 New
CIBC World Market
227
CIBC World Market
Ontario, Canada
$2.36M 19,757 +7,060 +56%
BWAM
228
Boyd Watterson Asset Management
Ohio
$2.31M 19,365 – –
CWM
229
Concert Wealth Management
California
$2.29M 19,150 +8,865 +86%
IH
230
IFC Holdings
Florida
$2.23M 18,761 +896 +5%
BT
231
Beacon Trust
New Jersey
$2.2M 18,435 +1,747 +10%
CC
232
Courier Capital
New York
$2.19M 18,336 -2,417 -12%
ARMC
233
American Research & Management Company
Massachusetts
$2.16M 18,055 -200 -1%
CA
234
Cambridge Advisors
Nebraska
$2.13M 17,838 +17,838 New
OC
235
Oppenheimer & Co
New York
$2.11M 17,646 -1,400 -7%
SSWM
236
Sheets Smith Wealth Management
North Carolina
$2.11M 17,629 +2,366 +16%
GIP
237
Greatmark Investment Partners
Georgia
$2.09M 17,535 -80 -0.5%
PWMAG
238
Pinnacle Wealth Management Advisory Group
New Jersey
$1.94M 16,261 +16,261 New
TCM
239
Traynor Capital Management
Pennsylvania
$1.92M 16,058 +16,058 New
IOOF
240
Independent Order of Foresters
Ontario, Canada
$1.88M 15,700 -64,800 -80%
OC
241
Oarsman Capital
Wisconsin
$1.87M 15,687 +149 +1%
ProShare Advisors
242
ProShare Advisors
Maryland
$1.85M 15,521 +15,521 New
PWM
243
Perigon Wealth Management
California
$1.84M 15,398 -4,783 -24%
NL
244
NWAM LLC
Washington
$1.82M 15,213 -215 -1%
SWP
245
Stratos Wealth Partners
Ohio
$1.81M 15,184 -31,990 -68%
CCT
246
Country Club Trust
Missouri
$1.79M 15,010 +3,446 +30%
PVH
247
Psagot Value Holdings
Israel
$1.79M 14,978 -375 -2%
KWMG
248
King Wealth Management Group
Florida
$1.74M 14,559 -638 -4%
HIM
249
Hillsdale Investment Management
Ontario, Canada
$1.73M 14,450 +11,200 +345%
AA
250
Alesco Advisors
New York
$1.72M 14,430 +8,820 +157%
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