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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 %
CCA
176
Catalyst Capital Advisors
New York
$2.81M +$2.81M +24,000 New
TCM
177
Twele Capital Management
Minnesota
$2.74M +$1.12M +9,534 +69%
SAM
178
Shamrock Asset Management
Texas
$2.73M -$288K -2,465 -10%
CFA
179
CT Financial Advisors
Pennsylvania
$2.72M +$2.72M +22,338 New
Nomura Holdings
180
Nomura Holdings
Japan
$2.69M +$1.35M +11,569 +101%
TYCC
181
Texas Yale Capital Corp
Florida
$2.62M – – –
PVH
182
Psagot Value Holdings
Israel
$2.59M -$379K -3,238 -13%
CC
183
Courier Capital
New York
$2.58M +$2.58M +22,053 New
ACM
184
Argentus Capital Management
Texas
$2.55M -$399K -3,412 -14%
TD Asset Management
185
TD Asset Management
Ontario, Canada
$2.54M +$374K +3,196 +17%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$2.54M -$80.3K -687 -3%
ARMC
187
American Research & Management Company
Massachusetts
$2.5M -$105K -895 -4%
SC
188
Scotia Capital
Ontario, Canada
$2.46M +$488K +4,179 +25%
GLA
189
Great Lakes Advisors
Illinois
$2.42M +$1.8M +15,425 +291%
BWAM
190
Boyd Watterson Asset Management
Ohio
$2.34M +$339K +2,902 +17%
PAG
191
Private Advisor Group
New Jersey
$2.33M -$1.78M -15,225 -43%
FNBOO
192
First National Bank of Omaha
Nebraska
$2.32M -$306K -2,619 -12%
UCFA
193
United Capital Financial Advisors
Texas
$2.31M +$1.99M +17,042 +630%
RIA
194
Regal Investment Advisors
Michigan
$2.16M +$2.06M +17,571 +1,889%
Credit Agricole
195
Credit Agricole
France
$2.16M – – –
NPC
196
National Planning Corporation
California
$2.08M -$1.36M -11,747 -40%
AI
197
Atria Investments
North Carolina
$2.01M -$479K -4,094 -19%
BAC
198
Boys Arnold & Co
North Carolina
$2.01M -$30.7K -263 -2%
Janus Henderson Group
199
Janus Henderson Group
United Kingdom
$2.01M – – –
LBC
200
Lawrence B. Cohen
$1.96M -$11.7K -100 -0.6%
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