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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.

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
1
Bank of America
North Carolina
$969M
2
WI
2
WBI Investments
New Jersey
$262M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.24B
4
MAA
4
Managed Account Advisors
New Jersey
$123M
5
State Street
5
State Street
Massachusetts
$112M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$336M
2
B
2
Bailard
California
$576K
3
MSA
3
Mason Street Advisors
Wisconsin
$11.9M
4
UOC
4
University of Chicago
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$493M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.24B 10,356,623 +679,822 +7%
Bank of America
2
Bank of America
North Carolina
$969M 8,123,253 +1,384,081 +21%
Wells Fargo
3
Wells Fargo
California
$723M 6,059,732 +219,445 +4%
EFS
4
Edelman Financial Services
Virginia
$597M 5,006,640 +172,812 +4%
BlackRock
5
BlackRock
New York
$524M 4,391,271 -80,914 -2%
AB
6
Aozora Bank
Japan
$496M 4,160,000 – –
Morgan Stanley
7
Morgan Stanley
New York
$493M 4,132,013 -300,830 -7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$336M 2,817,813 -587,715 -17%
BA
9
BlackRock Advisors
Delaware
$325M 2,727,474 – –
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$299M 2,507,149 +2,090 +0.1%
NMIFOAC
11
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$264M 2,213,400 – –
WI
12
WBI Investments
New Jersey
$262M 2,199,441 +1,041,019 +90%
U
13
UBS
Switzerland
$225M 1,883,958 +179,360 +11%
VA
14
Valmark Advisers
Ohio
$191M 1,598,727 +65,124 +4%
KeyBank National Association
15
KeyBank National Association
Ohio
$150M 1,258,803 -23,692 -2%
USAA
16
United Services Automobile Association
Texas
$150M 1,257,179 +13,474 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$149M 1,245,301 +98,020 +9%
SIM
18
Sentry Investment Management
Wisconsin
$143M 1,195,500 +31,200 +3%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125M 1,045,021 +41,982 +4%
MAA
20
Managed Account Advisors
New Jersey
$123M 1,035,482 +559,471 +118%
William Blair & Company
21
William Blair & Company
Illinois
$114M 952,649 +121,904 +15%
State Street
22
State Street
Massachusetts
$112M 942,594 +526,555 +127%
LPL Financial
23
LPL Financial
California
$112M 935,738 -16,077 -2%
PAM
24
Panagora Asset Management
Massachusetts
$88.7M 743,327 -55,211 -7%
SF
25
Synovus Financial
Georgia
$82.7M 693,263 +12,154 +2%
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