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iShares iBoxx $ Investment Grade Corporate Bond ETF

669 hedge funds and large institutions have $23.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 271 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 55

29% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 210

18% more capital invested

Capital invested by funds: $20.2B → $23.7B (+$3.55B)

15% more call options, than puts

Call options by funds: $589M | Put options by funds: $512M

9% more funds holding in top 10

Funds holding in top 10: 7885 (+7)

2% more funds holding

Funds holding: 653669 (+16)

0.05% more ownership

Funds ownership: 66.3%66.35% (+0.05%)

Holders
669
Holders Change
+16
Holders Change %
+2.45%
% of All Funds
16.68%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
2.12%
New
79
Increased
271
Reduced
210
Closed
55
Calls
$589M
Puts
$512M
Net Calls
+$77M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
226
Stone House Investment Management
Pennsylvania
$3.51M -$145K -1,215 -4%
HW
227
Hancock Whitney
Mississippi
$3.51M -$5.46M -45,674 -61%
CIM
228
Cetera Investment Management
California
$3.5M -$364K -3,043 -9%
GC
229
Garde Capital
Washington
$3.47M -$514K -4,304 -13%
TCM
230
Traynor Capital Management
Pennsylvania
$3.37M +$352K +2,948 +12%
MRC
231
Millburn Ridgefield Corp
New York
$3.31M -$145K -1,209 -4%
UB
232
UMB Bank
Missouri
$3.26M +$26.1K +218 +0.8%
LFG
233
LifePlan Financial Group
Ohio
$3.25M +$96.5K +807 +3%
CIM
234
Confluence Investment Management
Missouri
$3.25M +$314K +2,627 +11%
CI
235
Cambiar Investors
Colorado
$3.24M
HSA
236
HBK Sorce Advisory
Pennsylvania
$3.18M +$89K +745 +3%
VWM
237
Venturi Wealth Management
Texas
$3.14M +$937K +7,843 +43%
WPC
238
White Pine Capital
Minnesota
$3.14M
AllianceBernstein
239
AllianceBernstein
Tennessee
$3.07M -$12.3K -103 -0.4%
NA
240
Neuburgh Advisers
California
$3.06M
ACM
241
Avalon Capital Management
California
$3.05M -$3.35M -28,055 -53%
NPC
242
National Planning Corporation
California
$3.05M +$1.77M +14,819 +140%
RBC
243
Ronald Blue & Co
Georgia
$3.03M -$131K -1,094 -4%
CWM
244
Cornerstone Wealth Management
Missouri
$3M +$342K +2,861 +13%
NR
245
Newfound Research
Massachusetts
$2.99M -$1.88M -15,723 -39%
SFFS
246
Stonehage Fleming Financial Services
Jersey
$2.92M -$1.47M -12,300 -34%
HCM
247
Hollencrest Capital Management
California
$2.87M -$19.5K -163 -0.7%
TPWA
248
TRUE Private Wealth Advisors
Oregon
$2.85M -$12.7K -106 -0.4%
CAN
249
Cetera Advisor Networks
California
$2.83M +$12.2K +102 +0.4%
KWM
250
Kingsview Wealth Management
Oregon
$2.81M +$40.5K +339 +1%

LQD Hedge Fund Activity: Q2 2017 in Review

669 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2017, worth a combined $23.7B — up 18% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new LQD positions and 55 closed out — a net gain of 24 holders — while 271 added to existing stakes and 210 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $641M. The largest seller was Bank of America, cutting an estimated $485M.

  • 669 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2017, up from 653 in Q1 2017.
  • Funds reported $23.7B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2017, up 18% quarter-over-quarter.
  • 79 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2017 and 55 closed out, a net change of +24 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2017 was Canada Pension Plan Investment Board, an estimated $641M added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2017 was Bank of America, an estimated $485M sold.

Based on aggregated 13F filings for Q2 2017.