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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.

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 %
SAMC
51
Shinko Asset Management Company
Japan
$25.9M -$12.8M -108,000 -33%
FBNAT
52
FirstMerit Bank N.A. Trustee
Ohio
$25.6M +$2.08M +17,567 +9%
NIMC
53
NWQ Investment Management Company
California
$24.7M -$24.7M -209,007 -50%
SMA
54
Simply Money Advisors
Ohio
$23.7M +$23.7M +200,353 New
PAMU
55
Pictet Asset Management (UK)
United Kingdom
$23.5M +$5M +42,300 +27%
BIT
56
BlackRock Institutional Trust
California
$23.4M +$41.7K +353 +0.2%
Franklin Resources
57
Franklin Resources
California
$23.2M +$818K +6,920 +4%
JIR
58
James Investment Research
Ohio
$23M -$23.5M – –
WF
59
Welch & Forbes
Massachusetts
$22.1M -$470K -3,975 -2%
TAG
60
Tactical Allocation Group
Michigan
$21.2M -$1.9M -16,104 -8%
FAAM
61
First Allied Asset Management
California
$20.5M -$1.48M -12,523 -7%
SL
62
Summitry LLC
California
$20.1M +$664K +5,620 +3%
CS
63
Credit Suisse
Switzerland
$19.6M -$8.03M -67,887 -29%
BFA
64
BlackRock Fund Advisors
California
$19.1M +$1.55M +13,127 +9%
PCA
65
Personal Capital Advisors
California
$18.8M +$4.9M +41,441 +35%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$18.6M +$2.62M +22,163 +16%
CTB
67
Country Trust Bank
Illinois
$18.4M +$1.23M +10,402 +7%
CI
68
Conning Inc
Connecticut
$18.1M – – –
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$17.7M – – –
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$17.7M -$165K -1,394 -0.9%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$17.1M +$4.83M +40,857 +39%
ZIM
72
Zacks Investment Management
Illinois
$16.8M +$229K +1,939 +1%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$16.7M +$1.19M +10,031 +8%
ECM
74
Evergreen Capital Management
Washington
$16M +$622K +5,260 +4%
GC
75
Guggenheim Capital
Illinois
$15.6M -$3.02M -25,523 -16%
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