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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 %
CAM
276
Capstone Asset Management
Texas
$879K +$8.23K +69 +0.9%
ICAS
277
Investors Capital Advisory Services
Massachusetts
$870K -$2.62K -22 -0.3%
DC
278
Davenport & Co
Virginia
$858K +$57.2K +480 +7%
CFB
279
Cullen/Frost Bankers
Texas
$854K -$41.7K -350 -5%
GEM
280
Global Endowment Management
North Carolina
$847K – – –
Invesco
281
Invesco
Georgia
$823K -$850K -7,134 -51%
SBH
282
Segall Bryant & Hamill
Illinois
$817K -$84.7K -710 -9%
WWM
283
Willingdon Wealth Management
North Carolina
$797K -$62K -530 -7%
KFS
284
KMS Financial Services
Washington
$793K -$29.9K -251 -4%
WA
285
WFG Advisors
Texas
$783K +$432K +3,618 +123%
BRWA
286
B. Riley Wealth Advisors
Florida
$778K +$329K +5,556 +73%
HTC
287
Haverford Trust Company
Pennsylvania
$761K -$35.8K -300 -4%
BAM
288
Berkshire Asset Management
Pennsylvania
$757K – – –
Creative Planning
289
Creative Planning
Kansas
$755K +$286K +2,397 +61%
PCA
290
Peddock Capital Advisors
Massachusetts
$750K -$1.55K -13 -0.2%
NES
291
New England Securities
New York
$748K +$30.9K +259 +4%
CNB
292
City National Bank
California
$733K -$123K -1,028 -14%
CHC
293
City Holding Co
West Virginia
$708K -$8.89K -75 -1%
PAA
294
Peregrine Asset Advisers
Oregon
$702K +$3.7K +31 +0.5%
MHS
295
M Holdings Securities
Oregon
$701K -$321K -2,693 -31%
WA
296
Winfield Associates
Ohio
$701K -$37K -310 -5%
GI
297
Gradient Investments
Minnesota
$699K -$186K -1,558 -21%
FAT
298
First American Trust
California
$691K -$2.15K -18 -0.3%
TIA
299
Tiemann Investment Advisors
California
$690K +$241K +2,025 +54%
HB
300
Homrich & Berg
Georgia
$680K +$954 +8 +0.1%
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