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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

527 hedge funds and large institutions have $18.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 198 increasing their positions, 146 reducing their positions, and 29 closing their positions.

Holders
527
Holders Change
+64
Holders Change %
+13.82%
% of All Funds
14.06%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.79%
New
102
Increased
198
Reduced
146
Closed
29
Calls
$6.96M
Puts
$9M
Net Calls
-$2.04M
Net Calls Change
+$9.27M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$292M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$264M
3
WI
3
WBI Investments
New Jersey
$175M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$222M
5
NMIFOAC
5
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$400M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$548M
2
ACM
2
Americafirst Capital Management
California
$4.84B
3
State Street
3
State Street
Massachusetts
$140M
4
GI
4
Glovista Investments
New Jersey
$0
5
PAM
5
Panagora Asset Management
Massachusetts
$75.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$19.5M 162,965 +13,012 +9%
FAAM
77
First Allied Asset Management
California
$19.2M 160,831 -12,521 -7%
TAG
78
Tactical Allocation Group
Michigan
$19.1M 160,014 -18,931 -11%
SAMC
79
Shinko Asset Management Company
Japan
$18.7M 156,800 -62,200 -28%
Barclays
80
Barclays
United Kingdom
$18.6M 156,099 -141,194 -47%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$17.9M 150,000 – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$17.3M 145,256 -12,077 -8%
GC
83
Guggenheim Capital
Illinois
$16.9M 141,320 +9,759 +7%
RJA
84
Raymond James & Associates
Florida
$16.8M 140,282 +31,883 +29%
ZIM
85
Zacks Investment Management
Illinois
$16.3M 136,509 -5,932 -4%
ECM
86
Evergreen Capital Management
Washington
$15.9M 134,782 -140 -0.1%
FI
87
FormulaFolio Investments
Michigan
$14.4M 120,578 +120,578 New
RIA
88
Regal Investment Advisors
Michigan
$14M 117,423 +12,798 +12%
V
89
Veritable
Delaware
$14M 116,995 -1,745 -1%
TAT
90
TD Ameritrade Trust
Colorado
$13.6M 114,144 +692 +0.6%
BCI
91
Brinker Capital Investments
Pennsylvania
$13.4M 112,304 -72 -0.1%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$13.4M 111,937 +6,816 +6%
CI
93
Conning Inc
Connecticut
$13.1M 110,120 -42,800 -28%
BL
94
BCWM LLC
Kansas
$12.7M 10,639 -259 -2%
Ninety One (UK)
95
Ninety One (UK)
United Kingdom
$12.6M 105,927 – –
GC
96
Garde Capital
Washington
$12.5M 104,613 +723 +0.7%
AIA
97
Avalon Investment & Advisory
Texas
$12.5M 104,366 +1,606 +2%
First Trust Advisors
98
First Trust Advisors
Illinois
$12.2M 101,989 +314 +0.3%
HCM
99
Hilton Capital Management
New York
– – – –
IFA
100
Interactive Financial Advisors
Illinois
$12.1M 101,147 +16,215 +19%
2 3
4
5 6