LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

464 hedge funds and large institutions have $9.64B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 126 increasing their positions, 183 reducing their positions, and 39 closing their positions.

Holders
464
Holders Change
+45
Holders Change %
+10.74%
% of All Funds
13.48%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
1.28%
New
90
Increased
126
Reduced
183
Closed
39
Calls
$40.4M
Puts
$30.7M
Net Calls
+$9.61M
Net Calls Change
+$13.1M

Top Buyers

1
BA
1
BlackRock Advisors
Delaware
$269M
2
BlackRock
2
BlackRock
New York
$516M
3
Ameriprise
3
Ameriprise
Minnesota
$68.1M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$1.02B
5
AssetMark Inc
5
AssetMark Inc
California
$59.6M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$23.4M
2
SR
2
Swiss Reinsurance
Switzerland
$399M
3
EFS
3
Edelman Financial Services
Virginia
$534M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$42.2M
5
SCM
5
Sandler Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.02B 8,958,172 +454,470 +5%
Bank of America
2
Bank of America
North Carolina
$855M 7,485,768 +46,259 +0.6%
Wells Fargo
3
Wells Fargo
California
$651M 5,701,420 -556,350 -9%
Morgan Stanley
4
Morgan Stanley
New York
$536M 4,693,419 -711,173 -13%
EFS
5
Edelman Financial Services
Virginia
$534M 4,674,561 -1,320,842 -22%
BlackRock
6
BlackRock
New York
$516M 4,519,459 +1,326,619 +42%
AB
7
Aozora Bank
Japan
$475M 4,160,000 – –
SR
8
Swiss Reinsurance
Switzerland
$399M 3,950,000 -1,660,000 -30%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$300M 2,630,880 -183,555 -7%
BA
10
BlackRock Advisors
Delaware
$269M 2,357,840 +2,357,840 New
NMIFOAC
11
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$224M 1,960,400 +267,000 +16%
U
12
UBS
Switzerland
$220M 1,922,913 +12,909 +0.7%
VA
13
Valmark Advisers
Ohio
$169M 1,481,879 +126,504 +9%
KeyBank National Association
14
KeyBank National Association
Ohio
$149M 1,306,662 -97,241 -7%
WI
15
WBI Investments
New Jersey
$132M 1,156,133 +2,272 +0.2%
SIM
16
Sentry Investment Management
Wisconsin
$121M 1,063,200 +76,700 +8%
USAA
17
United Services Automobile Association
Texas
$110M 962,251 -168,718 -15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$98.7M 864,308 +2,650 +0.3%
SB
19
Suntrust Banks
Georgia
$78M 682,704 +52,197 +8%
SF
20
Synovus Financial
Georgia
$77.4M 678,240 -29,758 -4%
MSA
21
Mason Street Advisors
Wisconsin
$77.4M 677,588 – –
Ameriprise
22
Ameriprise
Minnesota
$68.1M 597,581 +545,202 +1,041%
LPL Financial
23
LPL Financial
California
$66.7M 583,793 -73,825 -11%
UOC
24
University of Chicago
Illinois
$65.1M 569,599 – –
Retirement Systems of Alabama
25
Retirement Systems of Alabama
Alabama
$63.7M 558,000 – –
1
2 3 4 5