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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

464 hedge funds and large institutions have $9.64B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 126 increasing their positions, 183 reducing their positions, and 39 closing their positions.

Holders
464
Holders Change
+45
Holders Change %
+10.74%
% of All Funds
13.48%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
1.28%
New
90
Increased
126
Reduced
183
Closed
39
Calls
$40.4M
Puts
$30.7M
Net Calls
+$9.61M
Net Calls Change
+$13.1M

Top Buyers

1
BA
1
BlackRock Advisors
Delaware
$269M
2
BlackRock
2
BlackRock
New York
$516M
3
Ameriprise
3
Ameriprise
Minnesota
$68.1M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$1.02B
5
AssetMark Inc
5
AssetMark Inc
California
$59.6M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$23.4M
2
SR
2
Swiss Reinsurance
Switzerland
$399M
3
EFS
3
Edelman Financial Services
Virginia
$534M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$42.2M
5
SCM
5
Sandler Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
151
Windsor Capital Management
Arizona
$4.11M 35,976 -4,906 -12%
RFC
152
Regions Financial Corp
Alabama
$4.1M 35,901 +8,910 +33%
TFA
153
Transamerica Financial Advisors
Florida
$4.04M 35,415 +16,060 +83%
FIM
154
Freedom Investment Management
Connecticut
$4.03M 35,299 -3,901 -10%
PAG
155
Private Advisor Group
New Jersey
$4.01M 35,106 +35,106 New
1IC
156
1919 Investment Counsel
Maryland
$3.89M 34,037 -1,186 -3%
SP
157
Sarasin & Partners
United Kingdom
$3.87M 33,850 -3,005 -8%
LS
158
Lattice Strategies
Pennsylvania
$3.8M 33,246 -7,364 -18%
WCM
159
Wunderlich Capital Managemnt
Tennessee
$3.67M 32,166 +32,166 New
Mitsubishi UFJ Trust & Banking
160
Mitsubishi UFJ Trust & Banking
Japan
$3.65M 32,000 – –
WPC
161
White Pine Capital
Minnesota
$3.52M 30,843 -2,000 -6%
SAM
162
SignalPoint Asset Management
Missouri
$3.44M 30,142 -1,508 -5%
OC
163
Oppenheimer & Co
New York
$3.44M 30,091 +1,218 +4%
NPC
164
National Planning Corporation
California
$3.38M 29,621 -4,101 -12%
EC
165
Estate Counselors
Wisconsin
$3.37M 29,510 -6,220 -17%
MFS
166
MSI Financial Services
Massachusetts
$3.35M 29,327 +1,054 +4%
SBWM
167
Sunflower Bank Wealth Management
Arizona
$3.24M 28,415 -24,565 -46%
RCM
168
Rotella Capital Management
Washington
$3.18M 27,800 +27,800 New
NYLIM
169
New York Life Investment Management
New York
$3.15M 27,555 -15,956 -37%
BHWM
170
Bar Harbor Wealth Management
New Hampshire
$3.02M 26,437 +1,723 +7%
MAM
171
Meeder Asset Management
Ohio
$2.98M 26,125 +26,125 New
SAM
172
Shamrock Asset Management
Texas
$2.95M 25,832 +25,832 New
FHC
173
First Heartland Consultants
Missouri
$2.91M 25,489 -1,176 -4%
PVH
174
Psagot Value Holdings
Israel
$2.9M 25,380 -2,859 -10%
ACM
175
Argentus Capital Management
Texas
$2.88M 25,188 -3,906 -13%
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