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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 %
CAL
151
Capital Analysts LLC
Pennsylvania
$6.22M 52,050 +1,066 +2%
HMC
152
Higher Moment Capital
Massachusetts
$6.19M 51,806 -176,856 -77%
AT
153
Arden Trust
Delaware
$5.95M 49,832 -814 -2%
SC
154
Scotia Capital
Ontario, Canada
$5.8M 48,608 +17,539 +56%
ClearBridge Investments
155
ClearBridge Investments
New York
$5.78M 48,437 -1,123 -2%
EIM
156
Emerson Investment Management
Massachusetts
$5.73M 47,954 +620 +1%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$5.7M 47,748 +47,748 New
AC
158
Alley Company
Illinois
$5.63M 47,104 +47,104 New
IA
159
IndexIQ Advisors
New York
$5.59M 46,802 +17,728 +61%
SBWM
160
Sunflower Bank Wealth Management
Arizona
$5.54M 46,434 +19,480 +72%
CB
161
Commerce Bank
Missouri
$5.51M 46,147 +13 +0%
FA
162
FDx Advisors
Illinois
$5.46M 45,750 +2,906 +7%
EWA
163
EP Wealth Advisors
California
$5.34M 44,741 +44,741 New
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$5.21M 43,654 +30 +0.1%
QCMC
165
Quantum Capital Management (California)
California
$5.07M 42,429 +677 +2%
SIM
166
Strategic Income Management
Washington
$5.04M 42,182 +42,182 New
SP
167
Sarasin & Partners
United Kingdom
$5.01M 41,960 +2,190 +6%
CL
168
CPWM LLC
Washington
$4.81M 40,771 +592 +1%
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$4.7M 39,363 +854 +2%
PTCG
170
Pring Turner Capital Group
California
$4.69M 39,253 -77 -0.2%
RFC
171
Regions Financial Corp
Alabama
$4.65M 38,944 +469 +1%
BMM
172
Berkshire Money Management
Massachusetts
$4.64M 38,882 +38,882 New
PAG
173
Private Advisor Group
New Jersey
$4.61M 38,581 +3,660 +10%
BJ
174
Brouwer & Janachowski
California
$4.58M 38,358 -1,005 -3%
VFS
175
VSR Financial Services
Kansas
$4.54M 38,037 -12,899 -25%
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