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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 %
Comerica Bank
126
Comerica Bank
Texas
$8.79M 73,632 +32,447 +79%
EGA
127
E&G Advisors
Texas
$8.79M 73,601 +2,561 +4%
DWM
128
Dakota Wealth Management
Florida
$8.78M 73,566 +73,566 New
Prudential Financial
129
Prudential Financial
New Jersey
$8.6M 72,000 +25,000 +53%
FF
130
Friedenthal Financial
New Jersey
$8.58M 71,851 +69,364 +2,789%
AC
131
Alexandria Capital
Virginia
$8.5M 71,219 +70,245 +7,212%
PI
132
Placemark Investments
Illinois
$8.36M 69,995 +14,247 +26%
B
133
Baird
Wisconsin
$8.33M 69,720 -18,983 -21%
NIA
134
Northstar Investment Advisors
Colorado
$8.19M 68,559 +3,056 +5%
AFS
135
Aft Forsyth & Sober
Florida
$8.15M 68,250 – –
LG
136
Leuthold Group
Minnesota
$8.02M 67,189 -55,621 -45%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$8M 66,997 +8,979 +15%
CIA
138
Capital Investment Advisors
Georgia
$7.92M 66,293 -1,448 -2%
SCM
139
Saba Capital Management
New York
$7.85M 65,753 +38,810 +144%
TNBTD
140
Trustmark National Bank Trust Department
Mississippi
$7.56M 63,330 +3,235 +5%
FAAS
141
First Allied Advisory Services
California
$7.29M 60,955 +5,065 +9%
HCM
142
Hollencrest Capital Management
California
$7.28M 60,956 +2,080 +4%
CCG
143
Cypress Capital Group
Florida
$7.22M 60,487 -915 -1%
AA
144
Advisory Alpha
Michigan
$7.14M 59,773 -1,678 -3%
LFG
145
LifePlan Financial Group
Ohio
$6.94M 58,102 +3,309 +6%
FIMS
146
FBL Investment Management Services
Iowa
$6.89M 57,730 -42,300 -42%
LTFS
147
Ladenburg Thalmann Financial Services
Florida
$6.76M 56,557 +11,073 +24%
BWM
148
Braver Wealth Management
Massachusetts
$6.58M 55,059 +10,060 +22%
AWM
149
Avior Wealth Management
Nebraska
$6.35M 53,135 -3,103 -6%
Citigroup
150
Citigroup
New York
$6.25M 52,364 +15,207 +41%
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