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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
76
Mirae Asset Global Investments
South Korea
$15.1M +$15.1M +128,763 New
Bank of New York Mellon
77
Bank of New York Mellon
New York
$14.6M -$1.01M -8,673 -6%
Federated Hermes
78
Federated Hermes
Pennsylvania
$14.4M -$647K -5,535 -4%
W
79
Wealthfront
California
$14.4M +$14.4M +123,861 New
V
80
Veritable
Delaware
$14.1M -$946K -8,086 -6%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$14.1M -$218K -1,867 -2%
CLA
82
Cranberry Lake Advisors
Texas
$14M +$7.89M +67,500 +129%
LG
83
Leuthold Group
Minnesota
$13.9M +$62.1K +531 +0.5%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$13.6M +$6.46M +55,240 +90%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$13.5M -$1.18M -10,064 -8%
First Trust Advisors
86
First Trust Advisors
Illinois
$13.3M -$156K -1,335 -1%
BCI
87
Brinker Capital Investments
Pennsylvania
$13.2M -$275K -2,350 -2%
TAT
88
TD Ameritrade Trust
Colorado
$12.6M -$394K -3,372 -3%
KC
89
Kepos Capital
New York
$12M +$5.26M +45,000 +78%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$12M +$976K +8,346 +9%
BCM
91
Brookstone Capital Management
Illinois
$12M +$11.7M +100,155 +4,799%
PAMU
92
Pictet Asset Management (UK)
United Kingdom
$11.9M +$7.08M +60,500 +146%
RJA
93
Raymond James & Associates
Florida
$11.6M +$441K +3,771 +4%
CS
94
Credit Suisse
Switzerland
$11.5M -$3.6M -30,763 -24%
QA
95
Quantitative Advantage
Minnesota
$11.4M +$11.4M +97,535 New
B
96
Baird
Wisconsin
$10.8M +$1.72M +14,714 +19%
Jane Street
97
Jane Street
New York
$10.5M -$64K -547 -0.6%
UBS AM
98
UBS AM
Illinois
$10.4M -$16M – –
PCA
99
Personal Capital Advisors
California
$10.3M +$2.75M +23,512 +37%
IFA
100
Interactive Financial Advisors
Illinois
$9.97M +$1.28M +10,951 +15%
2 3
4
5 6