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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

677 hedge funds and large institutions have $26.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 294 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 213

27% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 51

11% more capital invested

Capital invested by funds: $23.7B → $26.4B (+$2.69B)

3.82% more ownership

Funds ownership: 66.35% → 70.16% (+3.8%)

2% more funds holding in top 10

Funds holding in top 10: 85 → 87 (+2)

1% more funds holding

Funds holding: 669 → 677 (+8)

5% less call options, than puts

Call options by funds: $1.2B | Put options by funds: $1.27B

Holders
677
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
16.88%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
2.17%
New
65
Increased
294
Reduced
213
Closed
51
Calls
$1.2B
Puts
$1.27B
Net Calls
-$67.6M
Net Calls Change
-$145M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.65B
2
TIAAOA
Teachers Insurance & Annuity Association of America
New York
+$462M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$339M
4
Citigroup
Citigroup
New York
+$279M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$239M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$458M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$436M
3
BlackRock
BlackRock
New York
-$243M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$223M
5
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
-$211M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
251
White Pine Capital
Minnesota
$3.16M – – –
KWM
252
Kingsview Wealth Management
Oregon
$3.14M +$309K +2,556 +11%
AllianceBernstein
253
AllianceBernstein
Tennessee
$3.09M – – –
NA
254
Neuburgh Advisers
California
$3.08M – – –
CCA
255
Clearwater Capital Advisors
Illinois
$3.02M +$1.62M +13,378 +116%
GFPC
256
Global Financial Private Capital
Florida
$2.89M +$2.67M +22,108 +1,268%
WB
257
WesBanco Bank
West Virginia
$2.88M +$142K +1,178 +5%
HCM
258
Hollencrest Capital Management
California
$2.85M -$39.9K -330 -1%
ACP
259
Ashfield Capital Partners
California
$2.83M +$55.8K +462 +2%
SFFS
260
Stonehage Fleming Financial Services
Jersey
$2.81M -$124K -1,030 -4%
WAM
261
Watermark Asset Management
California
$2.79M +$523K +4,327 +23%
CT
262
Coastline Trust
Rhode Island
$2.68M -$104K -860 -4%
CAN
263
Cetera Advisor Networks
California
$2.62M -$217K -1,798 -8%
BAM
264
Belpointe Asset Management
Nevada
$2.58M +$2.58M +21,313 New
Parallax Volatility Advisers
265
Parallax Volatility Advisers
California
$2.57M +$2.56M +21,172 +2,117,200%
GLA
266
Great Lakes Advisors
Illinois
$2.55M -$110K -912 -4%
HIM
267
Hillsdale Investment Management
Ontario, Canada
$2.55M +$121K +1,000 +5%
FCM
268
Flinton Capital Management
Pennsylvania
$2.54M – – –
BRWA
269
B. Riley Wealth Advisors
Florida
$2.53M +$602K +4,982 +31%
OC
270
Oarsman Capital
Wisconsin
$2.52M +$45.2K +374 +2%
BEC
271
Blue Edge Capital
Virginia
$2.5M +$11.6K +96 +0.5%
NIMC
272
NWQ Investment Management Company
California
$2.48M +$1.94M +16,062 +366%
VWM
273
Venturi Wealth Management
Texas
$2.47M -$682K -5,644 -22%
TNBTD
274
Trustmark National Bank Trust Department
Mississippi
$2.47M +$108K +890 +5%
BBA
275
BLB&B Advisors
Pennsylvania
$2.47M +$293K +2,428 +14%
9 10
11
12 13

LQD Hedge Fund Activity: Q3 2017 in Review

677 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2017, worth a combined $26.4B — up 11% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new LQD positions and 51 closed out — a net gain of 14 holders — while 294 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $1.65B. The largest seller was JP Morgan Chase, cutting an estimated $458M.

  • 677 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2017, up from 669 in Q2 2017.
  • Funds reported $26.4B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 65 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2017 and 51 closed out, a net change of +14 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2017 was Bank of America, an estimated $1.65B added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2017 was JP Morgan Chase, an estimated $458M sold.

Based on aggregated 13F filings for Q3 2017.