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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

419 hedge funds and large institutions have $12.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 215 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-13
Holders Change %
-3.01%
% of All Funds
13.59%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
1.65%
New
43
Increased
103
Reduced
215
Closed
52
Calls
$6.32M
Puts
$9.77M
Net Calls
-$3.45M
Net Calls Change
+$8.31M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$176M
2
WI
WBI Investments
New Jersey
$131M
3
Franklin Resources
Franklin Resources
California
$390M
4
SCM
Sandler Capital Management
New York
$85.1M
5
SR
Swiss Reinsurance
Switzerland
$587M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
$422M
2
Bank of America
Bank of America
North Carolina
$845M
3
LPL Financial
LPL Financial
California
$74.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$34.3M
5
Morgan Stanley
Morgan Stanley
New York
$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
176
Cambiar Investors
Colorado
$2.45M -$6.7K -59 -0.3%
SAM
177
Strategy Asset Managers
California
$2.34M -$4.38M -38,582 -65%
IH
178
IFC Holdings
Florida
$2.29M -$475K -4,171 -17%
TFA
179
Transamerica Financial Advisors
Florida
$2.2M +$436K +3,843 +25%
BL
180
BCWM LLC
Kansas
$2.17M -$578K -5,093 -21%
SC
181
Scotia Capital
Ontario, Canada
$2.16M +$152K +1,335 +8%
Credit Agricole
182
Credit Agricole
France
$2.16M +$2.16M +19,024 New
HH
183
Hilltop Holdings
Texas
$2.1M -$331K -2,918 -14%
AFC
184
AFT Forsyth & Company
Florida
$2.08M -$161K -1,415 -7%
GPC
185
Glacier Peak Capital
Washington
$2.06M +$1.71M +15,095 +496%
BT
186
Beacon Trust
New Jersey
$2.04M -$1.51M -13,293 -43%
MWR
187
McAdams Wright Ragen
Washington
$2.03M -$78.2K -689 -4%
OC
188
Oarsman Capital
Wisconsin
$2M +$117K +1,028 +6%
BWAM
189
Boyd Watterson Asset Management
Ohio
$1.95M +$140K +1,232 +8%
LBC
190
Lawrence B. Cohen
$1.92M -$150K -1,325 -7%
RFS
191
Rockefeller Financial Services
New York
$1.91M -$1.7M -14,993 -47%
Chevy Chase Trust
192
Chevy Chase Trust
Maryland
$1.85M +$118K +1,042 +7%
RMC
193
Regis Management Company
California
$1.82M -$194K -1,706 -10%
SSWM
194
Sheets Smith Wealth Management
North Carolina
$1.82M +$5K +44 +0.3%
BAC
195
Boys Arnold & Co
North Carolina
$1.8M -$2.13M -18,734 -54%
BC
196
Brinker Capital
Pennsylvania
$1.78M +$92.4K +814 +5%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$1.77M +$1.77M +15,574 New
Janus Henderson Group
198
Janus Henderson Group
United Kingdom
$1.73M – – –
NL
199
NWAM LLC
Washington
$1.69M +$1.93K +17 +0.1%
DADC
200
D.A. Davidson & Co
Montana
$1.67M -$140K -1,234 -8%
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