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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 %
NYLIM
176
New York Life Investment Management
New York
$3.37M +$35.8K +300 +1%
Prudential Financial
177
Prudential Financial
New Jersey
$3.34M +$3.34M +28,000 New
SBWM
178
Sunflower Bank Wealth Management
Arizona
$3.29M -$111K -932 -3%
SCA
179
Salient Capital Advisors
Texas
$3.26M -$445K -3,728 -12%
BHWM
180
Bar Harbor Wealth Management
New Hampshire
$3.18M +$4.29K +36 +0.1%
HighTower Advisors
181
HighTower Advisors
Illinois
$3.06M +$5.96K +50 +0.2%
IA
182
IndexIQ Advisors
New York
$3.01M -$33.3M -278,919 -92%
FHC
183
First Heartland Consultants
Missouri
$2.92M +$31.8K +267 +1%
TYCC
184
Texas Yale Capital Corp
Florida
$2.9M +$227K +1,905 +9%
CI
185
Cambiar Investors
Colorado
$2.87M -$374K -3,134 -12%
TCM
186
Twele Capital Management
Minnesota
$2.79M – – –
CCS
187
Crosspoint Capital Strategies
California
$2.79M +$2.38M +19,972 +589%
Nomura Holdings
188
Nomura Holdings
Japan
$2.69M -$50.1K -420 -2%
CC
189
Courier Capital
New York
$2.69M +$59.6K +500 +2%
SC
190
Scotia Capital
Ontario, Canada
$2.67M +$162K +1,358 +6%
UCFA
191
United Capital Financial Advisors
Texas
$2.64M +$286K +2,401 +12%
CA
192
Cetera Advisors
Colorado
$2.64M +$1.62M +13,604 +160%
MFS
193
MSI Financial Services
Massachusetts
$2.6M -$625K -5,238 -19%
AI
194
Atria Investments
North Carolina
$2.54M +$487K +4,081 +24%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$2.51M -$80.1K -672 -3%
PVH
196
Psagot Value Holdings
Israel
$2.48M -$158K -1,323 -6%
FA
197
FMA Advisory
Pennsylvania
$2.46M +$993K +8,323 +68%
PWM
198
Perigon Wealth Management
California
$2.42M +$1.74M +14,599 +258%
SAM
199
Shamrock Asset Management
Texas
$2.41M -$380K -3,185 -14%
ARMC
200
American Research & Management Company
Massachusetts
$2.39M -$156K -1,310 -6%
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