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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

455 hedge funds and large institutions have $10.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 184 reducing their positions, and 55 closing their positions.

Holders
455
Holders Change
-9
Holders Change %
-1.94%
% of All Funds
13.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.39%
New
47
Increased
158
Reduced
184
Closed
55
Calls
$31.4M
Puts
$5.42M
Net Calls
+$26M
Net Calls Change
+$16.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$398M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.13B
3
Stifel Financial
3
Stifel Financial
Missouri
$75.8M
4
B
4
Bailard
California
$55.7M
5
BA
5
BlackRock Advisors
Delaware
$319M

Top Sellers

1
SR
1
Swiss Reinsurance
Switzerland
$0
2
Bank of America
2
Bank of America
North Carolina
$788M
3
Morgan Stanley
3
Morgan Stanley
New York
$518M
4
UOC
4
University of Chicago
Illinois
$36.4M
5
MSA
5
Mason Street Advisors
Wisconsin
$49.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.13B 9,676,801 +718,629 +8%
Bank of America
2
Bank of America
North Carolina
$788M 6,739,172 -746,596 -10%
Wells Fargo
3
Wells Fargo
California
$683M 5,840,287 +138,867 +2%
EFS
4
Edelman Financial Services
Virginia
$565M 4,833,828 +159,267 +3%
BlackRock
5
BlackRock
New York
$523M 4,472,185 -47,274 -1%
Morgan Stanley
6
Morgan Stanley
New York
$518M 4,432,843 -260,576 -6%
AB
7
Aozora Bank
Japan
$486M 4,160,000 – –
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$398M 3,405,528 +3,035,589 +821%
BA
9
BlackRock Advisors
Delaware
$319M 2,727,474 +369,634 +16%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$293M 2,505,059 -125,821 -5%
NMIFOAC
11
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$259M 2,213,400 +253,000 +13%
U
12
UBS
Switzerland
$199M 1,704,598 -218,315 -11%
VA
13
Valmark Advisers
Ohio
$179M 1,533,603 +51,724 +3%
KeyBank National Association
14
KeyBank National Association
Ohio
$150M 1,282,495 -24,167 -2%
USAA
15
United Services Automobile Association
Texas
$145M 1,243,705 +281,454 +29%
SIM
16
Sentry Investment Management
Wisconsin
$136M 1,164,300 +101,100 +10%
WI
17
WBI Investments
New Jersey
$135M 1,158,422 +2,289 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$134M 1,147,281 +282,973 +33%
LPL Financial
19
LPL Financial
California
$111M 951,815 +368,022 +63%
William Blair & Company
20
William Blair & Company
Illinois
$97.1M 830,745 +273,000 +49%
PAM
21
Panagora Asset Management
Massachusetts
$93.4M 798,538 +332,384 +71%
Ameriprise
22
Ameriprise
Minnesota
$80.1M 684,948 +87,367 +15%
SF
23
Synovus Financial
Georgia
$79.6M 681,109 +2,869 +0.4%
SB
24
Suntrust Banks
Georgia
$78.2M 669,042 -13,662 -2%
Stifel Financial
25
Stifel Financial
Missouri
$75.8M 647,795 +647,795 New
1
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