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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 %
KFC
251
Klingenstein Fields & Co
New York
$1.71M 14,355 – –
TFA
252
Transamerica Financial Advisors
Florida
$1.71M 14,286 +166 +1%
FNBOO
253
First National Bank of Omaha
Nebraska
$1.66M 13,879 -228 -2%
YP
254
Yellowstone Partners
Idaho
$1.61M 13,484 +379 +3%
VNB
255
Valley National Bancorp
New York
$1.6M 13,372 -214 -2%
RMC
256
Regis Management Company
California
$1.59M 13,331 -105 -0.8%
ASN
257
Advisory Services Network
Georgia
$1.59M 13,068 -11,180 -46%
RCM
258
Rotella Capital Management
Washington
$1.59M 13,300 -4,300 -24%
SCG
259
Sonata Capital Group
Washington
$1.55M 12,965 +12,965 New
RNS
260
Robert N. Shapiro
$1.52M 12,734 – –
WB
261
WesBanco Bank
West Virginia
$1.51M 12,667 – –
WS
262
Wedbush Securities
California
$1.5M 12,596 +2,623 +26%
MWM
263
Modera Wealth Management
New Jersey
$1.42M 11,878 -2,135 -15%
DSC
264
Duncker Streett & Co
Missouri
$1.34M 11,253 +430 +4%
HA
265
Hays Advisory
Tennessee
$1.3M 10,869 +1,600 +17%
RCAG
266
Rehmann Capital Advisory Group
Michigan
$1.24M 10,380 +682 +7%
Lazard Asset Management
267
Lazard Asset Management
New York
– – – –
NES
268
New England Securities
New York
$1.23M 10,258 +4,455 +77%
NPC
269
National Planning Corporation
California
$1.21M 9,985 +623 +7%
CT
270
Coastline Trust
Rhode Island
$1.21M 10,101 +10,101 New
Northern Trust
271
Northern Trust
Illinois
$1.2M 1,001,836 -75,912 -7%
ICM
272
ISZO Capital Management
New York
$1.19M 10,000 +10,000 New
FC
273
Forte Capital
New York
$1.17M 9,792 -750 -7%
Creative Planning
274
Creative Planning
Kansas
$1.17M 9,773 +800 +9%
ICOA
275
Investment Centers of America
North Dakota
$1.14M 9,558 -2,064 -18%
9 10
11
12 13