LQD icon

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 %
AWM
351
Altavista Wealth Management
North Carolina
$498K 4,155 -845 -17%
MAM
352
Marquette Asset Management
Minnesota
$485K 4,062 – –
CS
353
Candriam SCA
Luxembourg
– – – –
NP
354
NorthRock Partners
Minnesota
$483K 4,046 +4,046 New
HI
355
Horizon Investments
North Carolina
$474K 3,972 +3,972 New
FFS
356
Founders Financial Securities
Maryland
$474K 3,972 +3,972 New
AIA
357
Alerus Investment Advisors
Minnesota
$471K 3,944 – –
Kayne Anderson Rudnick Investment Management
358
Kayne Anderson Rudnick Investment Management
California
$468K 3,921 -34 -0.9%
Mariner
359
Mariner
Kansas
$463K 3,878 +822 +27%
FCCM
360
First City Capital Management
Georgia
$458K 3,832 – –
DADC
361
D.A. Davidson & Co
Montana
$450K 3,785 +126 +3%
DAS
362
Dynamic Advisor Solutions
Arizona
$446K 3,739 +3,739 New
Neuberger Berman Group
363
Neuberger Berman Group
New York
$438K 3,672 +519 +16%
SI
364
SII Investments
Wisconsin
$437K 3,652 +295 +9%
DBIA
365
Dumont & Blake Investment Advisors
New Jersey
$431K 3,610 – –
WTB
366
Washington Trust Bank
Washington
$425K 3,556 +3,116 +708%
JCM
367
Jag Capital Management
Missouri
$419K 3,508 +3,508 New
VIA
368
Vantage Investment Advisors
Pennsylvania
$415K 3,474 – –
SBH
369
Segall Bryant & Hamill
Illinois
$410K 3,436 – –
TCM
370
Tuttle Capital Management
Connecticut
$401K 3,359 -3,512 -51%
SPL
371
Smart Portfolios LLC
Washington
$399K 3,359 +146 +5%
PIA
372
Peachtree Investment Advisors
Georgia
$398K 3,330 – –
NPF
373
Norris Perne & French
Michigan
$396K 3,316 +3,316 New
HC
374
Highmount Capital
New York
$388K 3,254 +1,054 +48%
WI
375
Wedgewood Investors
Pennsylvania
$373K 3,126 -100 -3%
13 14
15
16 17