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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CIM
51
Confluence Investment Management
Missouri
$28.3M 242,188 +26,075 +12%
US Bancorp
52
US Bancorp
Minnesota
$27.8M 237,705 +3,753 +2%
BTS
53
BB&T Securities
Virginia
$27.2M 23,260 +1,542 +7%
IOOF
54
Independent Order of Foresters
Ontario, Canada
$24.8M 212,500 – –
Barclays
55
Barclays
United Kingdom
$24.4M 210,068 -6,149 -3%
FBNAT
56
FirstMerit Bank N.A. Trustee
Ohio
$24.2M 206,514 +9,441 +5%
BIT
57
BlackRock Institutional Trust
California
$23M 196,436 +190,019 +2,961%
WF
58
Welch & Forbes
Massachusetts
$22.4M 191,553 -11,734 -6%
ACI
59
AMP Capital Investors
Australia
$22.1M 188,839 – –
JIR
60
James Investment Research
Ohio
– – – –
FAAM
61
First Allied Asset Management
California
$21.4M 182,601 -24,926 -12%
NG
62
NatWest Group
United Kingdom
$20.6M 176,302 -176,750 -50%
AIA
63
Avalon Investment & Advisory
Texas
$20.5M 175,458 -1,400 -0.8%
MIU
64
Man Investments (UK)
United Kingdom
$19.5M 166,952 +83,849 +101%
SCM
65
Saba Capital Management
New York
$19.5M 166,889 +166,889 New
GC
66
Guggenheim Capital
Illinois
$19.3M 157,070 -26,850 -15%
Ninety One (UK)
67
Ninety One (UK)
United Kingdom
$18.5M 158,227 -86,773 -35%
SL
68
Summitry LLC
California
$18.5M 158,004 +7,945 +5%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$18.2M 155,755 -20,869 -12%
SAMC
70
Shinko Asset Management Company
Japan
$18.2M 155,500 +27,500 +21%
CI
71
Conning Inc
Connecticut
$17.9M 152,920 – –
ZIM
72
Zacks Investment Management
Illinois
$16.8M 143,526 +12,607 +10%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$15.5M 132,805 -42,495 -24%
ECM
74
Evergreen Capital Management
Washington
$15.5M 132,234 -904 -0.7%
LI
75
Longer Investments
Arkansas
$15.4M 131,668 +4,755 +4%
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3
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