iShares iBoxx $ Investment Grade Corporate Bond ETF
463 hedge funds and large institutions have $15.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 188 increasing their positions, 161 reducing their positions, and 38 closing their positions.
42% more capital invested
Capital invested by funds: $11.1B → $15.7B (+$4.69B)
17% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 161
6% more funds holding in top 10
Funds holding in top 10: 52 → 55 (+3)
0.25% more ownership
Funds ownership: 62.2% → 62.45% (+0.25%)
1% less funds holding
Funds holding: 467 → 463 (-4)
3% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 38
54% less call options, than puts
Call options by funds: $9.51M | Put options by funds: $20.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$97.1M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$92.6M |
| 3 |
JP Morgan Chase
New York
|
+$87.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$58.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$277M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$262M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$58.9M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$58.5M |
| 5 |
AssetMark Inc
Concord,
California
|
-$52.6M |
LQD Hedge Fund Activity: Q3 2014 in Review
463 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2014, worth a combined $15.7B — up 42% from $11.1B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of LQD and 37 opened new positions — a net loss of 1 holder — while 161 trimmed existing stakes and 188 added.
The largest buyer was State Street, adding an estimated $97.1M. The largest seller was BlackRock Advisors, cutting an estimated $277M.
- 463 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2014, down from 467 in Q2 2014.
- Funds reported $15.7B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2014, up 42% quarter-over-quarter.
- 37 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2014 and 38 closed out, a net change of -1 holder.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2014 was State Street, an estimated $97.1M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2014 was BlackRock Advisors, an estimated $277M sold.
Based on aggregated 13F filings for Q3 2014.