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

Top Sellers

1
ERSOT
1
Employees Retirement System of Texas
Texas
$422M
2
Bank of America
2
Bank of America
North Carolina
$845M
3
LPL Financial
3
LPL Financial
California
$74.5M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$34.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Cetera Advisors
Colorado
$852K -$448K -3,952 -34%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$846K -$404K -3,561 -32%
WA
253
WFG Advisors
Texas
$842K -$339K -2,984 -29%
WS
254
Wedbush Securities
California
$837K +$39.4K +347 +5%
ICAS
255
Investors Capital Advisory Services
Massachusetts
$830K +$22.7K +200 +3%
SI
256
SII Investments
Wisconsin
$825K -$691K -6,076 -46%
FHA
257
First Horizon Advisors
Tennessee
$825K +$404K +3,558 +96%
GEM
258
Global Endowment Management
North Carolina
$806K – – –
CAM
259
Capstone Asset Management
Texas
$789K +$11K +97 +1%
CFB
260
Cullen/Frost Bankers
Texas
$788K -$1.02M -9,005 -56%
IHL
261
Investment House LLC
California
$780K -$13.6K -120 -2%
DSC
262
Duncker Streett & Co
Missouri
$772K -$1.59M -13,988 -67%
SBH
263
Segall Bryant & Hamill
Illinois
$769K +$10.8K +95 +1%
Kayne Anderson Rudnick Investment Management
264
Kayne Anderson Rudnick Investment Management
California
$758K +$9.08K +80 +1%
PGAM
265
Platinum Grove Asset Management
New York
$748K +$748K +6,588 New
CBU
266
CIBC Bank USA
Illinois
$741K -$900K -7,925 -55%
HT
267
HighTower Trust
Texas
$732K -$13.2K -116 -2%
IWC
268
Integrated Wealth Counsel
California
$715K +$715K +6,300 New
NES
269
New England Securities
New York
$715K -$223K -1,966 -24%
TIM
270
Tortoise Investment Management
New York
$704K +$13.7K +121 +2%
RCAG
271
Rehmann Capital Advisory Group
Michigan
$688K +$265K +2,336 +63%
CB
272
Chemical Bank
Michigan
$674K – – –
CCT
273
Country Club Trust
Missouri
$666K -$8.17K -72 -1%
PAA
274
Peregrine Asset Advisers
Oregon
$657K +$3.75K +33 +0.6%
BAAM
275
Baker Avenue Asset Management
California
$655K +$655K +5,770 New
9 10
11
12 13