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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
AIP
301
Ahrens Investment Partners
Louisiana
$1.74M -$199K -1,665 -10%
WI
302
WrapManager Inc
California
$1.73M +$266K +2,224 +18%
VKH
303
Virtu KCG Holdings
New York
$1.73M +$267K +2,236 +18%
BTIS
304
BB&T Investment Services
North Carolina
$1.69M +$1.26M +10,542 +302%
ARMC
305
American Research & Management Company
Massachusetts
$1.62M
DADC
306
D.A. Davidson & Co
Montana
$1.61M -$585K -4,895 -27%
OAM
307
Occidental Asset Management
California
$1.61M +$59.8K +500 +4%
WS
308
Wedbush Securities
California
$1.61M -$343K -2,871 -18%
RCM
309
Riverhead Capital Management
Delaware
$1.59M
Wolverine Trading
310
Wolverine Trading
Illinois
$1.58M +$180K +1,508 +13%
PFM
311
Phillips Financial Management
Indiana
$1.57M +$177K +1,477 +13%
WB
312
Webster Bank
Connecticut
$1.54M -$781K -6,535 -34%
CS
313
Comerica Securities
Michigan
$1.52M +$404K +3,378 +37%
GIP
314
Greatmark Investment Partners
Georgia
$1.5M -$149K -1,250 -9%
PAG
315
Pinnacle Advisory Group
Maryland
$1.48M +$323K +2,699 +28%
KC
316
Kingfisher Capital
North Carolina
$1.48M -$717 -6 -0%
CB
317
Community Bank
New York
$1.47M +$1.08M +9,067 +291%
LFAS
318
Level Four Advisory Services
Texas
$1.46M
GHCM
319
Glen Harbor Capital Management
California
$1.44M
RJT
320
Raymond James Trust
Florida
$1.44M +$54.1K +453 +4%
SBL
321
Sargent Bickham Lagudis
Colorado
$1.43M -$104K -874 -7%
SCG
322
Sonata Capital Group
Washington
$1.43M -$71.7K -600 -5%
HA
323
Hays Advisory
Tennessee
$1.43M -$124K -1,035 -8%
HIM
324
Hutchens Investment Management
New Hampshire
$1.42M
CCA
325
Clearwater Capital Advisors
Illinois
$1.38M +$248K +2,078 +22%

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.