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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

463 hedge funds and large institutions have $15.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 188 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
13.44%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
1.6%
New
37
Increased
188
Reduced
161
Closed
38
Calls
$9.51M
Puts
$20.8M
Net Calls
-$11.3M
Net Calls Change
-$3.8M

Top Buyers

1
State Street
1
State Street
Massachusetts
$208M
2
MAA
2
Managed Account Advisors
New Jersey
$215M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$420M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$71.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$91.7M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$47.2M
2
WI
2
WBI Investments
New Jersey
$0
3
Ameriprise
3
Ameriprise
Minnesota
$15M
4
EA
4
Euclid Advisors
Connecticut
$0
5
AssetMark Inc
5
AssetMark Inc
California
$7.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$80.7M +$1.02M +8,666 +1%
Allianz Asset Management
27
Allianz Asset Management
Germany
$73.9M +$29.6M +237,620 +67%
SB
28
Suntrust Banks
Georgia
$72.6M -$7.88M -66,655 -10%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$71.5M +$70.8M +599,178 +11,514%
Macquarie Group
30
Macquarie Group
Australia
$62.7M – – –
BTS
31
BB&T Securities
Virginia
$62.3M +$38.5M +32,531 +161%
Retirement Systems of Alabama
32
Retirement Systems of Alabama
Alabama
$55.9M – – –
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$53.7M +$12.5M +105,441 +30%
BA
34
Bridgewater Associates
Connecticut
$50.2M – – –
GI
35
Glovista Investments
New Jersey
$49.2M +$6.81M +57,582 +16%
BA
36
BlackRock Advisors
Delaware
$47.2M -$275M -2,327,960 -85%
AUIM
37
Aegon USA Investment Management
Iowa
$47.1M +$378K +3,199 +0.8%
CSIA
38
Charles Schwab Investment Advisory
California
$45.2M +$2.06M +17,385 +5%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$44.1M +$14.9M +125,849 +51%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$37.2M +$21.9M +185,500 +144%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$36.5M +$1.87M +15,829 +5%
Barclays
42
Barclays
United Kingdom
$35.1M +$10.2M +86,462 +41%
SMM
43
Stadion Money Management
Georgia
$35M +$602K +5,090 +2%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$32.1M +$15.2M +128,201 +90%
CA
45
Cambridge Associates
Massachusetts
$31.9M – – –
US Bancorp
46
US Bancorp
Minnesota
$31.2M +$757K +6,406 +2%
BIM
47
BlackRock Investment Management
Delaware
$30.1M -$39M -329,828 -56%
CIM
48
Confluence Investment Management
Missouri
$27.4M -$71.3K -603 -0.3%
W
49
Wealthfront
California
$27.2M +$7.27M +61,502 +36%
HMC
50
Higher Moment Capital
Massachusetts
$27M +$2.05M +17,306 +8%
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