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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 %
NC
526
NewSquare Capital
Pennsylvania
$3K 29 -128 -82%
PMFA
527
Plante Moran Financial Advisors
Michigan
$3K 28 +28 New
TJHA
528
Thomas J. Herzfeld Advisors
Florida
$2K 20 – –
BCFS
529
Butensky & Cohen Financial Security
Florida
$2K 20 +20 New
JFA
530
JNBA Financial Advisors
Minnesota
$1K 5 – –
EMA
531
Efficient Market Advisors
California
$1K 11 – –
NG
532
NatWest Group
United Kingdom
$519 4,350 – –
NDSI
533
Newman Dignan & Sheerar Inc
Rhode Island
$430 3,600 +100 +3%
GI
534
Glovista Investments
New Jersey
– – -416,236 Closed
NFG
535
Noven Financial Group
Colorado
– – -120,151 Closed
QA
536
Quantitative Advantage
Minnesota
– – -97,262 Closed
WCM
537
Windham Capital Management
Massachusetts
– – -44,496 Closed
Jane Street
538
Jane Street
New York
– – -24,279 Closed
VKH
539
Virtu KCG Holdings
New York
– – -8,918 Closed
PSW
540
Portfolio Strategies (Washington)
Washington
– – -8,172 Closed
GEM
541
Global Endowment Management
North Carolina
– – -7,100 Closed
PCA
542
Peddock Capital Advisors
Massachusetts
– – -6,285 Closed
EWM
543
Evercore Wealth Management
New York
– – -4,719 Closed
MIC
544
MU Investments Company
Japan
– – -4,009 Closed
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
– – -4,005 Closed
GCM
546
Glaxis Capital Management
Florida
– – -2,600 Closed
PTC
547
Private Trust Company
Ohio
– – -2,223 Closed
NA
548
Navellier & Associates
Nevada
– – -1,832 Closed
GCA
549
Greenwood Capital Associates
South Carolina
– – -1,765 Closed
SIC
550
Salem Investment Counselors
North Carolina
– – -1,694 Closed
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