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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
BNP Paribas Financial Markets
251
BNP Paribas Financial Markets
France
$2.81M -$48.9M -409,411 -95%
Schroder Investment Management Group
252
Schroder Investment Management Group
United Kingdom
$2.77M +$2.2M +18,387 +403%
CT
253
Coastline Trust
Rhode Island
$2.77M
ACP
254
Ashfield Capital Partners
California
$2.75M -$225K -1,883 -8%
TIM
255
Total Investment Management
Arizona
$2.72M +$69.7K +583 +3%
WB
256
WesBanco Bank
West Virginia
$2.72M +$95.3K +797 +4%
GLA
257
Great Lakes Advisors
Illinois
$2.65M +$205K +1,718 +8%
SCA
258
Salient Capital Advisors
Texas
$2.55M -$43.3K -362 -2%
FCM
259
Flinton Capital Management
Pennsylvania
$2.52M
PAI
260
Pittenger & Anderson Inc
Nebraska
$2.49M +$342K +2,862 +16%
BEC
261
Blue Edge Capital
Virginia
$2.47M +$80.1K +670 +3%
OC
262
Oarsman Capital
Wisconsin
$2.46M -$21.9K -183 -0.9%
CLA
263
Cranberry Lake Advisors
Texas
$2.41M -$639K -5,350 -21%
HIM
264
Hillsdale Investment Management
Ontario, Canada
$2.41M
IWA
265
Intercontinental Wealth Advisors
Texas
$2.37M +$2.35M +19,684 New
TNBTD
266
Trustmark National Bank Trust Department
Mississippi
$2.35M -$100K -838 -4%
DSC
267
Duncker Streett & Co
Missouri
$2.31M +$35K +293 +2%
HH
268
Hilltop Holdings
Texas
$2.3M +$532K +4,454 +30%
KWMG
269
King Wealth Management Group
Florida
$2.29M +$64.8K +542 +3%
AA
270
Alesco Advisors
New York
$2.27M -$1.18M -9,875 -34%
WAM
271
Watermark Asset Management
California
$2.25M -$169K -1,416 -7%
BOTW
272
Bank of the West
California
$2.25M -$792K -6,628 -26%
BBA
273
BLB&B Advisors
Pennsylvania
$2.16M +$164K +1,375 +8%
MSAM
274
Moloney Securities Asset Management
Missouri
$2.15M +$339K +2,836 +19%
Janus Henderson Group
275
Janus Henderson Group
United Kingdom
$2.13M +$44.7K +374 +2%

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.