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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 %
Millennium Management
201
Millennium Management
New York
$3.22M 26,930 +26,930 New
SAM
202
SignalPoint Asset Management
Missouri
$3.18M 26,630 +1,053 +4%
MFS
203
MSI Financial Services
Massachusetts
$3.17M 26,514 -1,564 -6%
1SB
204
1ST Source Bank
Indiana
$3.16M 26,429 +1,654 +7%
VC
205
Vicus Capital
Pennsylvania
$3.12M 26,137 +20,671 +378%
HighTower Advisors
206
HighTower Advisors
Illinois
$3.03M 25,339 +2,144 +9%
GLA
207
Great Lakes Advisors
Illinois
$2.98M 24,950 +2,574 +12%
TYCC
208
Texas Yale Capital Corp
Florida
$2.9M 24,285 – –
CAN
209
Cetera Advisor Networks
California
$2.86M 23,987 +1,187 +5%
CG
210
Colony Group
Massachusetts
$2.84M 23,821 +10,519 +79%
SG
211
Swarthmore Group
Pennsylvania
$2.82M 23,650 -23,650 -50%
1832 Asset Management
212
1832 Asset Management
Ontario, Canada
$2.81M 27,300 – –
CI
213
Cambiar Investors
Colorado
$2.8M 23,456 +2,272 +11%
TCM
214
Twele Capital Management
Minnesota
$2.76M 23,106 -288 -1%
HH
215
Hilltop Holdings
Texas
$2.73M 22,833 +392 +2%
KC
216
Kepos Capital
New York
$2.69M 22,500 -11,200 -33%
LS
217
Lattice Strategies
Pennsylvania
$2.68M 22,400 -3,529 -14%
CFA
218
CT Financial Advisors
Pennsylvania
$2.65M 22,172 +22,172 New
CLOS
219
Compagnie Lombard Odier SCmA
Switzerland
$2.62M 21,940 +2,910 +15%
NFG
220
Next Financial Group
Texas
$2.59M 21,691 -68,443 -76%
CIM
221
Cambria Investment Management
California
$2.57M 21,539 +21,539 New
Truist Financial
222
Truist Financial
North Carolina
$2.57M 21,531 -8,706 -29%
Chevy Chase Trust
223
Chevy Chase Trust
Maryland
$2.52M 21,082 -1,067 -5%
SPC
224
Sigma Planning Corp
Michigan
$2.52M 21,072 +21,072 New
GAM
225
Gemmer Asset Management
California
$2.41M 20,162 +2,274 +13%
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