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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 %
ACM
1
Americafirst Capital Management
California
$4.84B 40,533 -1,648 -4%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.33B 11,099,485 +268,786 +2%
LTI
3
Laffer Tengler Investments
Tennessee
– – -10,671 Closed
Wells Fargo
4
Wells Fargo
California
$745M 6,242,973 +435,601 +8%
EFS
5
Edelman Financial Services
Virginia
$639M 5,353,985 +131,414 +3%
Bank of America
6
Bank of America
North Carolina
$548M 4,593,171 -3,359,282 -42%
BlackRock
7
BlackRock
New York
$521M 4,360,160 -9,890 -0.2%
Morgan Stanley
8
Morgan Stanley
New York
$519M 4,343,144 +175,841 +4%
AB
9
Aozora Bank
Japan
$497M 4,160,000 – –
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$490M 4,104,511 +550,758 +15%
NMIFOAC
11
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$400M 3,348,200 +898,800 +37%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$391M 3,272,294 +368,307 +13%
UBS Group
13
UBS Group
Switzerland
$292M 2,441,769 +2,441,769 New
MAA
14
Managed Account Advisors
New Jersey
$288M 2,412,855 +598,251 +33%
Allianz Asset Management
15
Allianz Asset Management
Germany
$264M 2,209,077 +1,614,907 +272%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$222M 1,855,015 +1,250,633 +207%
VA
17
Valmark Advisers
Ohio
$200M 1,678,525 +35,904 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$183M 1,533,289 +184,022 +14%
WI
19
WBI Investments
New Jersey
$175M 1,463,262 +1,463,262 New
KeyBank National Association
20
KeyBank National Association
Ohio
$163M 1,367,973 +109,921 +9%
SIM
21
Sentry Investment Management
Wisconsin
$161M 1,351,500 +70,600 +6%
William Blair & Company
22
William Blair & Company
Illinois
$149M 1,249,879 +192,270 +18%
State Street
23
State Street
Massachusetts
$140M 1,175,475 -583,670 -33%
Goldman Sachs
24
Goldman Sachs
New York
$137M 1,145,761 +445,801 +64%
USAA
25
United Services Automobile Association
Texas
$134M 1,118,492 -1,933 -0.2%
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