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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

467 hedge funds and large institutions have $11.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 159 increasing their positions, 182 reducing their positions, and 30 closing their positions.

Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
13.43%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.5%
New
44
Increased
159
Reduced
182
Closed
30
Calls
$3.87M
Puts
$11.4M
Net Calls
-$7.5M
Net Calls Change
-$33.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$969M
2
WI
2
WBI Investments
New Jersey
$262M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.24B
4
MAA
4
Managed Account Advisors
New Jersey
$123M
5
State Street
5
State Street
Massachusetts
$112M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$336M
2
B
2
Bailard
California
$576K
3
MSA
3
Mason Street Advisors
Wisconsin
$11.9M
4
UOC
4
University of Chicago
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
51
Confluence Investment Management
Missouri
$27.7M -$1.17M -9,788 -4%
HMC
52
Higher Moment Capital
Massachusetts
$25.2M -$3.7M -31,051 -13%
Barclays
53
Barclays
United Kingdom
$25.1M +$90.8K +763 +0.4%
BTS
54
BB&T Securities
Virginia
$24.1M -$3.66M -3,070 -13%
LG
55
Leuthold Group
Minnesota
$24M +$9.83M +82,407 +70%
FBNAT
56
FirstMerit Bank N.A. Trustee
Ohio
$23.7M -$883K -7,405 -4%
BIT
57
BlackRock Institutional Trust
California
$23.6M +$162K +1,359 +0.7%
JIR
58
James Investment Research
Ohio
$23.5M -$21.9M – –
TAG
59
Tactical Allocation Group
Michigan
$23.3M -$6.43M -53,903 -22%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$23M +$22.9M +191,599 +11,501%
WF
61
Welch & Forbes
Massachusetts
$22.7M -$97.2K -815 -0.4%
Franklin Resources
62
Franklin Resources
California
$22.5M +$22.5M +189,016 New
FAAM
63
First Allied Asset Management
California
$22.2M +$391K +3,274 +2%
IOOF
64
Independent Order of Foresters
Ontario, Canada
$21.7M -$3.7M -31,000 -15%
AIA
65
Avalon Investment & Advisory
Texas
$20.8M -$146K -1,222 -0.7%
W
66
Wealthfront
California
$19.9M +$5.28M +44,808 +36%
SL
67
Summitry LLC
California
$19.6M +$739K +6,200 +4%
GC
68
Guggenheim Capital
Illinois
$18.7M +$1.67K +14 +0%
PAMU
69
Pictet Asset Management (UK)
United Kingdom
$18.6M +$6.5M +54,500 +54%
CI
70
Conning Inc
Connecticut
$18.2M – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$18.1M -$526K -4,408 -3%
BFA
72
BlackRock Fund Advisors
California
$17.7M +$17.7M +148,395 New
Federated Hermes
73
Federated Hermes
Pennsylvania
$17.6M +$2.88M +24,160 +20%
CTB
74
Country Trust Bank
Illinois
$17.4M +$17.4M +145,624 New
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$17.1M +$17.1M +150,000 New
1 2
3
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