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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

464 hedge funds and large institutions have $9.64B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 126 increasing their positions, 183 reducing their positions, and 39 closing their positions.

Holders
464
Holders Change
+45
Holders Change %
+10.74%
% of All Funds
13.48%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
1.28%
New
90
Increased
126
Reduced
183
Closed
39
Calls
$40.4M
Puts
$30.7M
Net Calls
+$9.61M
Net Calls Change
+$13.1M

Top Buyers

1
BA
1
BlackRock Advisors
Delaware
$269M
2
BlackRock
2
BlackRock
New York
$516M
3
Ameriprise
3
Ameriprise
Minnesota
$68.1M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$1.02B
5
AssetMark Inc
5
AssetMark Inc
California
$59.6M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$23.4M
2
SR
2
Swiss Reinsurance
Switzerland
$399M
3
EFS
3
Edelman Financial Services
Virginia
$534M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$42.2M
5
SCM
5
Sandler Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$63.7M 557,745 +79,500 +17%
Macquarie Group
27
Macquarie Group
Australia
$60.5M 53,000 – –
AssetMark Inc
28
AssetMark Inc
California
$59.6M 522,026 +357,292 +217%
MAA
29
Managed Account Advisors
New Jersey
$54.4M 476,280 +200,146 +72%
PAM
30
Panagora Asset Management
Massachusetts
$53.2M 466,154 -97,068 -17%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$52.1M 456,304 -76,916 -14%
AUIM
32
Aegon USA Investment Management
Iowa
$51.6M 451,543 -23,008 -5%
NIMC
33
NWQ Investment Management Company
California
$49.6M 434,751 -11,242 -3%
EA
34
Euclid Advisors
Connecticut
$48.5M 424,670 +39,410 +10%
State Street
35
State Street
Massachusetts
$47.6M 416,785 -560,626 -57%
BA
36
Bridgewater Associates
Connecticut
$43.1M 377,355 +13,600 +4%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$42.2M 369,939 -1,176,095 -76%
NG
38
NatWest Group
United Kingdom
$40.3M 353,052 -18,535 -5%
K
39
Kemper
Illinois
$37.1M 325,000 – –
FSIM
40
F-Squared Investment Management
Massachusetts
$35.3M 308,788 +308,788 New
SMM
41
Stadion Money Management
Georgia
$30.7M 268,671 +18,747 +8%
BIM
42
BlackRock Investment Management
Delaware
$29.3M 256,691 +8,815 +4%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$28.6M 250,544 +1,317 +0.5%
Ninety One (UK)
44
Ninety One (UK)
United Kingdom
$28M 245,000 – –
US Bancorp
45
US Bancorp
Minnesota
$26.7M 233,952 -47,241 -17%
BTS
46
BB&T Securities
Virginia
$24.8M 21,718 -2,662 -11%
CIM
47
Confluence Investment Management
Missouri
$24.7M 216,113 +40,568 +23%
Barclays
48
Barclays
United Kingdom
$24.6M 216,217 -10,748 -5%
IOOF
49
Independent Order of Foresters
Ontario, Canada
$24.3M 212,500 – –
FAAM
50
First Allied Asset Management
California
$23.7M 207,527 -23,899 -10%
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