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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 %
MCP
201
Moab Capital Partners
New York
$1.65M +$227K +2,000 +16%
GIP
202
Greatmark Investment Partners
Georgia
$1.63M – – –
BII
203
Baring International Investment
United Kingdom
$1.62M – – –
KFC
204
Klingenstein Fields & Co
New York
$1.61M -$393K -3,465 -20%
VAM
205
Visionary Asset Management
Texas
$1.6M -$689K -6,072 -30%
TD Asset Management
206
TD Asset Management
Ontario, Canada
$1.58M +$58.3K +514 +4%
CWM
207
Concert Wealth Management
California
$1.58M -$139K -1,226 -8%
WCA
208
Westover Capital Advisors
Delaware
$1.57M -$217K -1,910 -12%
WT
209
Whittier Trust
California
$1.57M -$148K -1,300 -9%
VOYA Investment Management
210
VOYA Investment Management
Georgia
$1.55M +$220K +1,937 +17%
Northern Trust
211
Northern Trust
Illinois
$1.51M -$279K -245,435 -16%
JIC
212
Johnson Investment Counsel
Ohio
$1.5M -$22.3K -196 -1%
KWMG
213
King Wealth Management Group
Florida
$1.46M -$2.95K -26 -0.2%
GI
214
Gradient Investments
Minnesota
$1.45M -$5.11M -45,058 -78%
Millennium Management
215
Millennium Management
New York
$1.45M +$1.45M +12,755 New
RNS
216
Robert N. Shapiro
$1.45M – – –
CHA
217
Cedar Hill Associates
Illinois
$1.41M +$8.51K +75 +0.6%
CAN
218
Cetera Advisor Networks
California
$1.39M +$2.83K +25 +0.2%
GI
219
Glovista Investments
New Jersey
$1.38M +$1.38M +12,162 New
IPRC
220
Indices-Pac Research Corporation
New Jersey
$1.36M – – –
WB
221
Webster Bank
Connecticut
$1.32M -$5.63M -49,600 -81%
AAS
222
Annex Advisory Services
Wisconsin
$1.31M -$1.82M -16,031 -58%
MCC
223
Mid Continent Capital
Illinois
$1.24M -$19.9K -175 -2%
ASN
224
Advisory Services Network
Georgia
$1.21M -$53.1K -468 -4%
DD
225
Dominick & Dominick
New York
$1.2M -$102K -900 -8%
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