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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 %
BHB
251
Bank Hapoalim BM
Israel
$1.23M -$129K -250 -10%
CCT
252
Country Club Trust
Missouri
$1.22M +$373K +3,130 +44%
RFS
253
Rockefeller Financial Services
New York
$1.2M +$1.14M +9,523 +1,683%
RJT
254
Raymond James Trust
Florida
$1.2M +$22.6K +190 +2%
NSIM
255
North Star Investment Management
Illinois
$1.19M -$130K -1,092 -10%
DSC
256
Duncker Streett & Co
Missouri
$1.17M +$120K +1,007 +11%
PVWM
257
Point View Wealth Management
New Jersey
$1.14M +$143K +1,196 +14%
WA
258
Waverly Advisors
Alabama
$1.11M +$1.31K +11 +0.1%
RCAG
259
Rehmann Capital Advisory Group
Michigan
$1.08M +$283K +2,371 +35%
HCA
260
Harbour Capital Advisors
Virginia
$1.06M – – –
WS
261
Wedbush Securities
California
$1.06M +$180K +1,510 +21%
MCC
262
Mid Continent Capital
Illinois
$1.03M -$211K -1,773 -17%
Citadel Advisors
263
Citadel Advisors
Florida
$1.02M +$1.02M +8,535 New
CCA
264
Catalyst Capital Advisors
New York
$1.01M -$1.85M -15,500 -65%
FHA
265
First Horizon Advisors
Tennessee
$997K +$34.2K +287 +4%
WPW
266
Waldron Private Wealth
Pennsylvania
$991K – – –
PSW
267
Portfolio Strategies (Washington)
Washington
$974K -$978K -8,208 -50%
AW
268
ACG Wealth
Georgia
$962K +$723K +6,061 +302%
PCM
269
Prelude Capital Management
New York
$954K +$954K +8,000 New
SFA
270
Sequoia Financial Advisors
Ohio
$945K -$44.4K -372 -4%
BBA
271
BLB&B Advisors
Pennsylvania
$940K -$231K -1,935 -20%
DD
272
Dominick & Dominick
New York
$912K – – –
DJSG
273
D.J. St. Germain
Massachusetts
$906K +$239K +2,005 +36%
DWA
274
Dorsey Wright & Associates
California
$892K -$119 -1 -0%
CHA
275
Cedar Hill Associates
Illinois
$883K -$125K -1,045 -12%
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