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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 %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$17.1M +$4.81M +40,359 +39%
ZIM
77
Zacks Investment Management
Illinois
$16.8M -$361K -3,024 -2%
MIU
78
Man Investments (UK)
United Kingdom
$16.4M -$3.48M -29,189 -17%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$16.1M +$282K +2,365 +2%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$15.7M +$1.3M +10,911 +9%
BCM
81
Brookstone Capital Management
Illinois
$15.7M +$3.47M +29,055 +28%
ECM
82
Evergreen Capital Management
Washington
$15.5M -$307K -2,572 -2%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$15.4M – – –
V
84
Veritable
Delaware
$14.6M +$158K +1,323 +1%
PCA
85
Personal Capital Advisors
California
$14M +$3.53M +29,590 +34%
PFG
86
Piershale Financial Group
Illinois
$13.8M +$13.8M +115,354 New
BCI
87
Brinker Capital Investments
Pennsylvania
$13.5M +$6.56K +55 +0%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$13.5M -$429K -3,598 -3%
RJA
89
Raymond James & Associates
Florida
$13.3M +$1.39M +11,670 +12%
TAT
90
TD Ameritrade Trust
Colorado
$13.1M +$283K +2,376 +2%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$12.9M -$2.03M -17,047 -14%
Ninety One (UK)
92
Ninety One (UK)
United Kingdom
$12.6M -$6.24M -52,300 -33%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$12.4M -$1.34M -11,230 -10%
GC
94
Garde Capital
Washington
$12.3M +$12.3M +103,284 New
First Trust Advisors
95
First Trust Advisors
Illinois
$12.2M -$1.37M -11,458 -10%
JG
96
Jefferies Group
New York
$11.9M +$11.9M +99,988 New
MSA
97
Mason Street Advisors
Wisconsin
$11.9M -$38.9M -326,058 -77%
QA
98
Quantitative Advantage
Minnesota
$11.9M +$227K +1,902 +2%
LI
99
Longer Investments
Arkansas
$11.9M -$3.85M -32,280 -25%
ACI
100
AMP Capital Investors
Australia
$10.9M -$11.7M -97,700 -52%
2 3
4
5 6