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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 %
PWW
176
Pettyjohn Wood & White
Virginia
$2.86M 25,000 -475 -2%
TPP
177
Triangle Peak Partners
California
$2.59M 22,652 +22,652 New
FNBOO
178
First National Bank of Omaha
Nebraska
$2.56M 22,426 -1,517 -6%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$2.56M 22,380 -37,343 -63%
TYCC
180
Texas Yale Capital Corp
Florida
$2.56M 22,380 – –
ARMC
181
American Research & Management Company
Massachusetts
$2.54M 22,270 -950 -4%
HighTower Advisors
182
HighTower Advisors
Illinois
$2.51M 21,962 -55,731 -72%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$2.49M 21,813 +14,362 +193%
RBA
184
Richard Bernstein Advisors
New York
$2.48M 21,720 – –
PA
185
Pinnacle Associates
New York
$2.43M 21,288 -639 -3%
AI
186
Atria Investments
North Carolina
$2.43M 21,286 +11,940 +128%
FA
187
FDx Advisors
Illinois
$2.39M 20,948 +18,728 +844%
SSG
188
Summit Securities Group
New York
$2.3M 20,127 +20,127 New
MWM
189
Modera Wealth Management
New Jersey
$2.28M 19,994 +19,994 New
CI
190
Cambiar Investors
Colorado
$2.27M 19,857 -1,761 -8%
IH
191
IFC Holdings
Florida
$2.25M 19,758 -330 -2%
Mariner
192
Mariner
Kansas
$2.21M 19,383 -6,356 -25%
Principal Financial Group
193
Principal Financial Group
Iowa
$2.13M 18,629 +18,629 New
TD Asset Management
194
TD Asset Management
Ontario, Canada
$2.12M 18,518 +4,608 +33%
BL
195
BCWM LLC
Kansas
$2.11M 18,448 -672 -4%
Credit Agricole
196
Credit Agricole
France
$2.1M 18,430 -594 -3%
VNB
197
Valley National Bancorp
New York
$2.03M 17,792 +17,792 New
BAC
198
Boys Arnold & Co
North Carolina
$1.99M 17,421 +1,535 +10%
Janus Henderson Group
199
Janus Henderson Group
United Kingdom
$1.96M 17,140 +1,924 +13%
BWAM
200
Boyd Watterson Asset Management
Ohio
$1.96M 17,133 – –
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