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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
ASN
276
Advisory Services Network
Georgia
$2.13M +$1.2M +10,025 +131%
RC
277
Roundview Capital
New Jersey
$2.09M +$6.93K +58 +0.3%
Citadel Advisors
278
Citadel Advisors
Florida
$2.09M -$4.16M -34,819 -67%
Baird Financial Group
279
Baird Financial Group
Wisconsin
$2.09M +$108K +905 +6%
Daiwa Securities Group
280
Daiwa Securities Group
Japan
$2.08M +$347K +2,900 +20%
KFC
281
Klingenstein Fields & Co
New York
$2.08M
LS
282
Lattice Strategies
Pennsylvania
$2.07M +$608K +5,090 +42%
SSWM
283
Sheets Smith Wealth Management
North Carolina
$2.06M -$61.8K -517 -3%
GLRA
284
Gerald L. Ray & Associates
Texas
$2.04M +$27.3K +228 +1%
SWA
285
Sutton Wealth Advisors
Florida
$2.01M +$28.6K +239 +1%
TAM
286
Tyers Asset Management
Texas
$1.98M
SI
287
SII Investments
Wisconsin
$1.98M -$203K -1,702 -9%
CA
288
Cambridge Advisors
Nebraska
$1.97M
HCM
289
Hilton Capital Management
New York
$1.94M
LG
290
Leuthold Group
Minnesota
$1.93M -$1.23M -10,255 -39%
PA
291
Probity Advisors
Texas
$1.93M -$83.9K -702 -4%
BRWA
292
B. Riley Wealth Advisors
Florida
$1.92M -$165K -1,383 -8%
AP
293
Advisors Preferred
Maryland
$1.91M +$1.9M +15,886 New
CFG
294
Citizens Financial Group
Rhode Island
$1.9M +$388K +3,244 +26%
BL
295
BCWM LLC
Kansas
$1.86M +$127K +1,066 +7%
AAP
296
Arax Advisory Partners
Colorado
$1.84M +$700K +5,853 +62%
VWA
297
V Wealth Advisors
Kansas
$1.82M +$1.81M +15,142 New
AWMG
298
Alliance Wealth Management Group
New Jersey
$1.81M -$6.57K -55 -0.4%
CAAS
299
Capital Asset Advisory Services
Michigan
$1.76M +$46.4K +388 +3%
FFBTD
300
First Financial Bank - Trust Division
Ohio
$1.75M -$42.2K -353 -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.