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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

455 hedge funds and large institutions have $10.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 184 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-9
Holders Change %
-1.94%
% of All Funds
13.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.39%
New
47
Increased
158
Reduced
184
Closed
55
Calls
$31.4M
Puts
$5.42M
Net Calls
+$26M
Net Calls Change
+$16.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$398M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.13B
3
B
3
Bailard
California
$55.7M
4
BA
4
BlackRock Advisors
Delaware
$319M
5
LPL Financial
5
LPL Financial
California
$111M

Top Sellers

1
SR
1
Swiss Reinsurance
Switzerland
$0
2
Bank of America
2
Bank of America
North Carolina
$788M
3
Morgan Stanley
3
Morgan Stanley
New York
$518M
4
UOC
4
University of Chicago
Illinois
$36.4M
5
MSA
5
Mason Street Advisors
Wisconsin
$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$66.6M +$5.59M +47,773 +9%
Retirement Systems of Alabama
27
Retirement Systems of Alabama
Alabama
$65.3M – – –
BIM
28
BlackRock Investment Management
Delaware
$64.8M +$34.8M +297,466 +116%
Macquarie Group
29
Macquarie Group
Australia
$62M – – –
B
30
Bailard
California
$55.7M +$55.2M +472,018 +10,914%
MAA
31
Managed Account Advisors
New Jersey
$55.7M -$31.5K -269 -0.1%
Deutsche Bank
32
Deutsche Bank
Germany
$53.7M +$34M +290,787 +172%
EA
33
Euclid Advisors
Connecticut
$53.4M +$3.74M +31,950 +8%
NIMC
34
NWQ Investment Management Company
California
$50.2M -$657K -5,619 -1%
MSA
35
Mason Street Advisors
Wisconsin
$49.8M -$29.5M -251,871 -37%
AUIM
36
Aegon USA Investment Management
Iowa
$49.4M -$3.37M -28,827 -6%
State Street
37
State Street
Massachusetts
$48.7M -$87.3K -746 -0.2%
BA
38
Bridgewater Associates
Connecticut
$46.6M +$2.47M +21,100 +6%
CSIA
39
Charles Schwab Investment Advisory
California
$40.9M +$40.9M +349,381 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$40.4M -$13M -110,851 -24%
UOC
41
University of Chicago
Illinois
$36.4M -$30.2M -258,000 -45%
Allianz Asset Management
42
Allianz Asset Management
Germany
$36.4M +$18M +154,000 +98%
IA
43
IndexIQ Advisors
New York
$35.6M +$21.8M +186,560 +159%
SMM
44
Stadion Money Management
Georgia
$35M +$3.58M +30,576 +11%
FSIM
45
F-Squared Investment Management
Massachusetts
$34.3M -$1.82M -15,589 -5%
CA
46
Cambridge Associates
Massachusetts
$31.6M +$31.6M +270,034 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$31.2M +$1.89M +16,122 +6%
Goldman Sachs
48
Goldman Sachs
New York
$30.8M +$8.31M +71,032 +37%
TAG
49
Tactical Allocation Group
Michigan
$29.1M +$13.2M +113,155 +83%
HMC
50
Higher Moment Capital
Massachusetts
$28.3M +$4.82M +41,196 +20%
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