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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

432 hedge funds and large institutions have $12.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2013 Q2 according to their latest regulatory filings, with 432 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+432
Holders Change %
–
% of All Funds
14.1%
Holding in Top 10
58
Holding in Top 10 Change
+58
Holding in Top 10 Change %
%
% of All Funds
1.89%
New
432
Increased
–
Reduced
–
Closed
–
Calls
$68.6M
Puts
$80.4M
Net Calls
-$11.8M
Net Calls Change
-$11.8M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
TMC
251
Trellus Management Company
Florida
$1.14M +$1.14M +10,000 New
Allianz Asset Management
252
Allianz Asset Management
Germany
$1.14M +$1.14M +10,000 New
EHC
253
Everett Harris & Co
California
$1.12M +$1.12M +9,881 New
DC
254
Davenport & Co
Virginia
$1.12M +$1.12M +9,856 New
TCM
255
Twele Capital Management
Minnesota
$1.07M +$1.07M +9,434 New
BAM
256
Barrett Asset Management
New York
$1.06M +$1.06M +9,323 New
BFEC
257
Benjamin F. Edwards & Company
Missouri
$1.04M +$1.04M +9,188 New
HCA
258
Harbour Capital Advisors
Virginia
$1.04M +$1.04M +9,179 New
CHFS
259
Cobble Hill Financial Services
New Jersey
$1.02M +$1.02M +9,000 New
HB
260
Homrich & Berg
Georgia
$1.02M +$1.02M +8,943 New
NSIM
261
North Star Investment Management
Illinois
$1.02M +$1.02M +8,930 New
FIMS
262
FBL Investment Management Services
Iowa
$1.01M +$1.01M +8,905 New
KFS
263
KMS Financial Services
Washington
$1.01M +$1.01M +8,906 New
WB
264
WesBanco Bank
West Virginia
$1.01M +$1.01M +8,855 New
NES
265
New England Securities
New York
$939K +$939K +8,266 New
MCM
266
Maryland Capital Management
Maryland
$919K +$919K +8,084 New
MWP
267
Moller Wealth Partners
$883K +$883K +7,773 New
Creative Planning
268
Creative Planning
Kansas
$878K +$878K +7,721 New
FM
269
Foster & Motley
Ohio
$878K +$878K +7,723 New
HNB
270
Huntington National Bank
Ohio
$875K – – –
KT
271
Kanaly Trust
Texas
$819K +$819K +7,209 New
ICAS
272
Investors Capital Advisory Services
Massachusetts
$808K +$808K +7,118 New
GEM
273
Global Endowment Management
North Carolina
$807K +$807K +7,100 New
WS
274
Wedbush Securities
California
$798K +$798K +7,025 New
IHL
275
Investment House LLC
California
$795K +$795K +6,995 New
9 10
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