iShares iBoxx $ Investment Grade Corporate Bond ETF
455 hedge funds and large institutions have $10.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 184 reducing their positions, and 55 closing their positions.
480% more call options, than puts
Call options by funds: $31.4M | Put options by funds: $5.42M
9% more funds holding in top 10
Funds holding in top 10: 44 → 48 (+4)
6% more capital invested
Capital invested by funds: $9.64B → $10.3B (+$619M)
1.42% less ownership
Funds ownership: 63.76% → 62.34% (-1.4%)
2% less funds holding
Funds holding: 464 → 455 (-9)
14% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 184
15% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 55
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$352M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$83.3M |
| 3 |
B
Bailard
Foster City,
California
|
+$54.7M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$42.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$42.7M |
Top Sellers
| 1 |
SR
Swiss Reinsurance
Zurich,
Switzerland
|
-$399M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$86.6M |
| 3 |
Morgan Stanley
New York
|
-$30.2M |
| 4 |
UOC
University of Chicago
Chicago,
Illinois
|
-$29.9M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$29.2M |
LQD Hedge Fund Activity: Q1 2014 in Review
455 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q1 2014, worth a combined $10.3B — up 6.4% from $9.64B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of LQD and 47 opened new positions — a net loss of 8 holders — while 184 trimmed existing stakes and 158 added.
The largest buyer was JP Morgan Chase, adding an estimated $352M. The largest seller was Swiss Reinsurance, exiting entirely with an estimated $399M sold.
- 455 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2014, down from 464 in Q4 2013.
- Funds reported $10.3B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2014, up 6.4% quarter-over-quarter.
- 47 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2014 and 55 closed out, a net change of -8 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q1 2014 was JP Morgan Chase, an estimated $352M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q1 2014 was Swiss Reinsurance, an estimated $399M sold.
Based on aggregated 13F filings for Q1 2014.