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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 %
UBS AM
101
UBS AM
Illinois
$10.8M -$10.4M – –
B
102
Baird
Wisconsin
$10.7M -$263K -2,209 -2%
CLA
103
Cranberry Lake Advisors
Texas
$10.3M -$4M -33,500 -28%
IFS
104
Ifrah Financial Services
Arkansas
$10.2M +$194K +1,625 +2%
ACP
105
Ashfield Capital Partners
California
$10M +$141K +1,182 +1%
IFA
106
Interactive Financial Advisors
Illinois
$9.71M -$465K -3,895 -5%
PIM
107
Parasol Investment Management
Illinois
$9.41M -$387K -3,247 -4%
AIG
108
American International Group
New York
$9.26M +$774K +6,494 +9%
PI
109
Placemark Investments
Illinois
$9.22M -$572K -4,795 -6%
OIA
110
Optimum Investment Advisors
Illinois
$9.04M +$1.16M +9,692 +15%
K
111
Kemper
Illinois
$8.95M – – –
FNBOH
112
First National Bank of Hutchinson
Kansas
$8.71M +$51.2K +429 +0.6%
PPA
113
Parametric Portfolio Associates
Washington
$8.47M +$289K +2,425 +4%
EGA
114
E&G Advisors
Texas
$8.34M +$1.01M +8,487 +14%
Truist Financial
115
Truist Financial
North Carolina
$8.32M -$74.3K -623 -0.9%
AFS
116
Aft Forsyth & Sober
Florida
$8.14M – – –
CIA
117
Capital Investment Advisors
Georgia
$7.77M -$229K -1,916 -3%
FAAS
118
First Allied Advisory Services
California
$7.64M +$1.47M +12,281 +24%
VFS
119
VSR Financial Services
Kansas
$7.51M +$3.08M +25,790 +69%
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$7.43M +$187K +1,564 +3%
NIA
121
Northstar Investment Advisors
Colorado
$7.35M +$976K +8,182 +15%
TNBTD
122
Trustmark National Bank Trust Department
Mississippi
$7.12M -$2.6M -21,813 -27%
CCG
123
Cypress Capital Group
Florida
$7.08M +$628K +5,265 +10%
AWM
124
Avior Wealth Management
Nebraska
$7.04M +$1.4M +11,721 +25%
AA
125
Advisory Alpha
Michigan
$6.97M -$151K -1,268 -2%
3 4
5
6 7