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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 %
MAM
451
Mizuho Asset Management
Japan
$22K -$63.6K -535 -74%
BRWM
452
B. Riley Wealth Management
Tennessee
$22K -$1.5K -13 -6%
TWM
453
Torch Wealth Management
Ohio
$21K – – –
FPCG
454
Fort Pitt Capital Group
Pennsylvania
$17.1K -$238 -2 -1%
DOA
455
D'Orazio & Associates
Virginia
$15K – – –
JFGIW
456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K – – –
First Manhattan
457
First Manhattan
New York
$11K -$9.61K -83 -47%
CP
458
Corbenic Partners
Pennsylvania
$9K – – –
CFA
459
Carroll Financial Associates
North Carolina
$8K – – –
LWM
460
LBA Wealth Management
Florida
$8K – – –
FWM
461
Focused Wealth Management
New York
$7K – – –
AA
462
Apriem Advisors
California
$6K – – –
IFWM
463
Institute for Wealth Management
Colorado
$5K -$205K -1,887 -98%
CA
464
CapWealth Advisors
Tennessee
$5K – – –
NMIS
465
Northwestern Mutual Investment Services
Wisconsin
$5K – – –
TJHA
466
Thomas J. Herzfeld Advisors
Florida
$2K +$2K +20 New
EMA
467
Efficient Market Advisors
California
$1K – – –
JFA
468
JNBA Financial Advisors
Minnesota
$1K – – –
NDSI
469
Newman Dignan & Sheerar Inc
Rhode Island
$417 – – –
UOC
470
University of Chicago
Illinois
– -$36.4M -311,599 Closed
SCM
471
Saba Capital Management
New York
– -$19.5M -166,889 Closed
Jane Street
472
Jane Street
New York
– -$10.5M -90,127 Closed
MSU
473
Maple Securities USA
New Jersey
– -$8.84M -75,600 Closed
PP
474
Prudential plc
United Kingdom
– -$7.12M -60,900 Closed
Mitsubishi UFJ Trust & Banking
475
Mitsubishi UFJ Trust & Banking
Japan
– -$4.23M -36,200 Closed
16 17 18
19
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