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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 %
AP
176
Agilis Partners
Massachusetts
$4.49M 37,629 +37,629 New
SHA
177
Smith Hayes Advisers
Nebraska
$4.49M 37,583 +7,466 +25%
TD Asset Management
178
TD Asset Management
Ontario, Canada
$4.47M 37,416 +3,083 +9%
CA
179
Cetera Advisors
Colorado
$4.41M 36,853 +10,435 +39%
WB
180
Webster Bank
Connecticut
$4.3M 35,981 +17,620 +96%
FIM
181
Freedom Investment Management
Connecticut
$4.27M 35,768 +1,998 +6%
MIAN
182
Mariner Independent Advisor Network
Kansas
$4.26M 35,648 -449 -1%
IPC
183
Independent Portfolio Consultants
Florida
$4.24M 35,490 +31,300 +747%
WCM
184
Windsor Capital Management
Arizona
$4.22M 35,362 -1,579 -4%
WCM
185
Wunderlich Capital Managemnt
Tennessee
$4.09M 34,265 +1,182 +4%
FA
186
FMA Advisory
Pennsylvania
$4.07M 34,111 +3,677 +12%
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$3.79M 31,718 -2,222 -7%
CCS
188
Crosspoint Capital Strategies
California
$3.7M 30,994 +3,245 +12%
WPC
189
White Pine Capital
Minnesota
$3.62M 30,318 +350 +1%
FWM
190
Frontier Wealth Management
Missouri
$3.61M 30,197 +30,197 New
TPP
191
Triangle Peak Partners
California
$3.6M 30,180 +2,862 +10%
BAC
192
Boys Arnold & Co
North Carolina
$3.58M 29,946 +11,913 +66%
TCM
193
Towercrest Capital Management
Pennsylvania
$3.57M 29,892 +29,892 New
CCWA
194
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.55M 29,689 -5,053 -15%
KCM
195
Karp Capital Management
California
$3.38M 28,320 +28,320 New
BHWM
196
Bar Harbor Wealth Management
New Hampshire
$3.38M 28,296 +308 +1%
ACM
197
Avalon Capital Management
California
$3.37M 28,205 -737 -3%
Federated Hermes
198
Federated Hermes
Pennsylvania
$3.36M 28,144 -28,381 -50%
AI
199
Atria Investments
North Carolina
$3.27M 27,400 +98 +0.4%
SCA
200
Salient Capital Advisors
Texas
$3.26M 27,335 +530 +2%
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