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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 %
NCM
376
Narwhal Capital Management
Georgia
$373K 3,120 +3,120 New
FHC
377
First Heartland Consultants
Missouri
$371K 3,106 -3,730 -55%
FFBTD
378
First Financial Bank - Trust Division
Ohio
$365K 3,057 – –
11A
379
10-15 Associates
New York
$364K 3,051 -746 -20%
FPCG
380
Fort Pitt Capital Group
Pennsylvania
$363K 3,040 -60 -2%
GT
381
Greenleaf Trust
Michigan
$357K 2,991 +2,991 New
TNB
382
Thomasville National Bank
Georgia
$355K 2,975 +422 +17%
PPA
383
Parametric Portfolio Associates
Washington
$349K 2,925 +2,925 New
SFFS
384
Stonehage Fleming Financial Services
Jersey
$346K 2,900 +2,900 New
BC
385
Burney Company
Virginia
$345K 2,890 – –
GIA
386
Granite Investment Advisors
New Hampshire
$344K 2,885 – –
CSIC
387
Clifford Swan Investment Counsel
California
$340K 2,850 – –
NAM
388
NTV Asset Management
West Virginia
$339K 2,840 +1,002 +55%
TSS
389
Two Sigma Securities
New York
$337K 2,821 +2,821 New
PCM
390
Palouse Capital Management
Washington
$336K 2,815 +140 +5%
CC
391
Cadinha & Co
Hawaii
$334K 2,796 -724 -21%
CHAM
392
Clear Harbor Asset Management
Connecticut
$330K 2,760 +70 +3%
WA
393
WFG Advisors
Texas
$325K 2,725 -279 -9%
CDIA
394
Capital Directions Investment Advisors
Georgia
$320K 2,610 -395 -13%
HIS
395
Horizon Investment Services
Indiana
$317K 2,655 -80 -3%
ACM
396
Ashford Capital Management
Delaware
$311K 2,607 +2,607 New
PAG
397
Pinnacle Advisory Group
Maryland
$309K 2,595 -150 -5%
BCA
398
Bernzott Capital Advisors
California
$307K 2,575 – –
JIC
399
Joel Isaacson & Co
New York
$304K 2,547 +847 +50%
MA
400
MUFG Americas
New York
$303K 2,537 -1,150 -31%
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