LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

455 hedge funds and large institutions have $10.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 184 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-9
Holders Change %
-1.94%
% of All Funds
13.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.39%
New
47
Increased
158
Reduced
184
Closed
55
Calls
$31.4M
Puts
$5.42M
Net Calls
+$26M
Net Calls Change
+$16.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$398M
2
Fisher Asset Management
Fisher Asset Management
Washington
$1.13B
3
B
Bailard
California
$55.7M
4
BA
BlackRock Advisors
Delaware
$319M
5
LPL Financial
LPL Financial
California
$111M

Top Sellers

1
SR
Swiss Reinsurance
Switzerland
$0
2
Bank of America
Bank of America
North Carolina
$788M
3
Morgan Stanley
Morgan Stanley
New York
$518M
4
UOC
University of Chicago
Illinois
$36.4M
5
MSA
Mason Street Advisors
Wisconsin
$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFS
151
VSR Financial Services
Kansas
$4.35M +$58.8K +503 +1%
CCWA
152
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.33M -$63.4K -542 -1%
WCM
153
Windsor Capital Management
Arizona
$4.26M +$55.8K +477 +1%
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$4.23M +$491K +4,200 +13%
1IC
155
1919 Investment Counsel
Maryland
$4.19M +$208K +1,781 +5%
RFC
156
Regions Financial Corp
Alabama
$4.18M -$18.1K -155 -0.4%
FIM
157
Freedom Investment Management
Connecticut
$4.16M +$35K +299 +0.8%
Citigroup
158
Citigroup
New York
$4.01M -$1.83M -15,626 -31%
SP
159
Sarasin & Partners
United Kingdom
$3.95M -$11.7K -100 -0.3%
WCM
160
Wunderlich Capital Managemnt
Tennessee
$3.75M -$12.5K -107 -0.3%
WPC
161
White Pine Capital
Minnesota
$3.66M +$55.5K +475 +2%
SCA
162
Salient Capital Advisors
Texas
$3.63M -$1.54M -13,146 -30%
LS
163
Lattice Strategies
Pennsylvania
$3.49M -$397K -3,399 -10%
ACM
164
Avalon Capital Management
California
$3.39M -$2.42M -20,719 -42%
SHA
165
Smith Hayes Advisers
Nebraska
$3.38M +$3.38M +28,921 New
SAM
166
SignalPoint Asset Management
Missouri
$3.38M -$144K -1,232 -4%
SBWM
167
Sunflower Bank Wealth Management
Arizona
$3.33M +$9.94K +85 +0.3%
NYLIM
168
New York Life Investment Management
New York
$3.27M +$46.8K +400 +1%
OC
169
Oppenheimer & Co
New York
$3.25M -$273K -2,331 -8%
CI
170
Cambiar Investors
Colorado
$3.18M +$856K +7,321 +37%
MFS
171
MSI Financial Services
Massachusetts
$3.16M -$266K -2,273 -8%
BHWM
172
Bar Harbor Wealth Management
New Hampshire
$3.11M +$17.4K +149 +0.6%
MAM
173
Meeder Asset Management
Ohio
$3.06M – – –
HighTower Advisors
174
HighTower Advisors
Illinois
$3M +$429K +3,664 +17%
FHC
175
First Heartland Consultants
Missouri
$2.84M -$146K -1,245 -5%
5 6
7
8 9