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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
$969M
2
WI
WBI Investments
New Jersey
$262M
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.24B
4
MAA
Managed Account Advisors
New Jersey
$123M
5
State Street
State Street
Massachusetts
$112M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$336M
2
B
Bailard
California
$576K
3
MSA
Mason Street Advisors
Wisconsin
$11.9M
4
UOC
University of Chicago
Illinois
$0
5
Morgan Stanley
Morgan Stanley
New York
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
151
Baker Avenue Asset Management
California
$4.56M +$4.56M +38,257 New
RFC
152
Regions Financial Corp
Alabama
$4.47M +$207K +1,736 +5%
1IC
153
1919 Investment Counsel
Maryland
$4.43M +$155K +1,298 +4%
TFA
154
Transamerica Financial Advisors
Florida
$4.41M -$111K -929 -2%
CCWA
155
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.33M -$87.9K -737 -2%
MIAN
156
Mariner Independent Advisor Network
Kansas
$4.31M +$4.31M +36,121 New
WCM
157
Windsor Capital Management
Arizona
$4.29M -$55.1K -462 -1%
FIM
158
Freedom Investment Management
Connecticut
$4.21M -$37K -310 -0.9%
SP
159
Sarasin & Partners
United Kingdom
$4.14M +$113K +950 +3%
TPP
160
Triangle Peak Partners
California
$4.02M +$2.53M +21,183 +169%
WCM
161
Wunderlich Capital Managemnt
Tennessee
$3.89M +$68K +570 +2%
AGA
162
Accuvest Global Advisors
Utah
$3.82M -$3.02M -25,320 -44%
PAG
163
Private Advisor Group
New Jersey
$3.75M +$1.38M +11,561 +58%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$3.74M +$2.19M +18,362 +141%
LS
165
Lattice Strategies
Pennsylvania
$3.63M +$73.3K +615 +2%
FA
166
FDx Advisors
Illinois
$3.63M -$856K -7,181 -19%
RCM
167
Rotella Capital Management
Washington
$3.63M +$2.36M +19,800 +187%
WPC
168
White Pine Capital
Minnesota
$3.62M -$113K -950 -3%
ASN
169
Advisory Services Network
Georgia
$3.61M +$2.28M +19,085 +171%
SHA
170
Smith Hayes Advisers
Nebraska
$3.56M +$112K +939 +3%
ACM
171
Avalon Capital Management
California
$3.46M – – –
TD Asset Management
172
TD Asset Management
Ontario, Canada
$3.41M +$823K +6,904 +32%
1832 Asset Management
173
1832 Asset Management
Ontario, Canada
$3.41M -$3.48M -31,100 -50%
SAM
174
SignalPoint Asset Management
Missouri
$3.41M -$39.2K -329 -1%
Citigroup
175
Citigroup
New York
$3.39M -$699K -5,860 -17%
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