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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 %
Franklin Resources
51
Franklin Resources
California
$23.4M 204,466 -3,228,798 -94%
WF
52
Welch & Forbes
Massachusetts
$23.2M 203,287 -4,615 -2%
HMC
53
Higher Moment Capital
Massachusetts
$23M 201,211 +201,211 New
BL
54
Bolton LP
Connecticut
$22.8M 200,000 +200,000 New
FBNAT
55
FirstMerit Bank N.A. Trustee
Ohio
$22.5M 197,073 +8,930 +5%
Goldman Sachs
56
Goldman Sachs
New York
$22M 192,293 -69,238 -26%
ACI
57
AMP Capital Investors
Australia
$21.6M 188,839 +137,100 +265%
GC
58
Guggenheim Capital
Illinois
$21M 183,920 -5,505 -3%
AIA
59
Avalon Investment & Advisory
Texas
$20.2M 176,858 +2,325 +1%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$20.2M 176,624 -155,146 -47%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$20M 175,300 -21,146 -11%
Deutsche Bank
62
Deutsche Bank
Germany
$19.3M 168,609 -77,857 -32%
JIR
63
James Investment Research
Ohio
– – – –
Allianz Asset Management
64
Allianz Asset Management
Germany
$18M 157,500 +155,500 +7,775%
CI
65
Conning Inc
Connecticut
$17.5M 152,920 -26,600 -15%
SL
66
Summitry LLC
California
$17.1M 150,059 +8,423 +6%
UBS AM
67
UBS AM
Illinois
– – – –
TAG
68
Tactical Allocation Group
Michigan
$15.5M 135,797 -10,995 -7%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$15.3M 133,680 +2,218 +2%
ECM
70
Evergreen Capital Management
Washington
$15.2M 133,138 -54,239 -29%
ZIM
71
Zacks Investment Management
Illinois
$14.9M 130,919 -31 -0%
CS
72
Credit Suisse
Switzerland
$14.8M 129,494 -15,687 -11%
V
73
Veritable
Delaware
$14.7M 129,055 -1,835 -1%
Federated Hermes
74
Federated Hermes
Pennsylvania
$14.7M 128,910 +24,025 +23%
SAMC
75
Shinko Asset Management Company
Japan
$14.6M 128,000 +22,000 +21%
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