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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 %
RTIM
201
Round Table Investment Management
North Carolina
$2.39M +$2.39M +20,000 New
AP
202
Advisors Preferred
Maryland
$2.22M +$743K +6,233 +50%
CAN
203
Cetera Advisor Networks
California
$2.19M +$624K +5,241 +40%
BAC
204
Boys Arnold & Co
North Carolina
$2.19M +$140K +1,170 +7%
Millennium Management
205
Millennium Management
New York
$2.17M +$1.08M +9,089 +100%
HH
206
Hilltop Holdings
Texas
$2.14M +$338K +2,835 +19%
IH
207
IFC Holdings
Florida
$2.12M +$638K +5,331 +43%
LCM
208
Levitt Capital Management
Florida
$2.06M -$3.63M -30,461 -64%
GIP
209
Greatmark Investment Partners
Georgia
$2.04M +$382K +3,205 +23%
OC
210
Oppenheimer & Co
New York
$2.02M -$1.29M -10,851 -39%
BWAM
211
Boyd Watterson Asset Management
Ohio
$1.99M -$401K -3,360 -17%
OC
212
Oarsman Capital
Wisconsin
$1.99M +$28.5K +239 +1%
GAM
213
Gemmer Asset Management
California
$1.95M +$1.95M +16,385 New
LBC
214
Lawrence B. Cohen
$1.95M -$50.7K -425 -3%
1SB
215
1ST Source Bank
Indiana
$1.95M +$4.29K +36 +0.2%
NPC
216
National Planning Corporation
California
$1.95M -$184K -1,547 -9%
Credit Agricole
217
Credit Agricole
France
$1.89M -$304K -2,552 -14%
SSWM
218
Sheets Smith Wealth Management
North Carolina
$1.89M -$25.8K -216 -1%
NL
219
NWAM LLC
Washington
$1.86M -$25.2K -211 -1%
CLOS
220
Compagnie Lombard Odier SCmA
Switzerland
$1.86M -$20.3K -170 -1%
BT
221
Beacon Trust
New Jersey
$1.8M +$41.7K +350 +2%
KWMG
222
King Wealth Management Group
Florida
$1.79M -$66.2K -555 -4%
FNBOO
223
First National Bank of Omaha
Nebraska
$1.77M -$589K -4,939 -25%
GLA
224
Great Lakes Advisors
Illinois
$1.77M -$700K -5,873 -28%
MWM
225
Modera Wealth Management
New Jersey
$1.75M -$156K -1,312 -8%
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