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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

653 hedge funds and large institutions have $20.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 269 increasing their positions, 222 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 54

21% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 222

13% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.33B)

0% more funds holding

Funds holding: 650 → 653 (+3)

1.09% less ownership

Funds ownership: 67.39% → 66.3% (-1.1%)

7% less funds holding in top 10

Funds holding in top 10: 84 → 78 (-6)

74% less call options, than puts

Call options by funds: $22.7M | Put options by funds: $89M

Holders
653
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
16.26%
Holding in Top 10
78
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.14%
% of All Funds
1.94%
New
71
Increased
269
Reduced
222
Closed
54
Calls
$22.7M
Puts
$89M
Net Calls
-$66.3M
Net Calls Change
-$26.3M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$777M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$607M
3
Bank of America
Bank of America
North Carolina
+$493M
4
Goldman Sachs
Goldman Sachs
New York
+$269M
5
BC
Brookfield Corp
Ontario, Canada
+$252M

Top Sellers

Rank Fund Capital Flow
1
TIAAOA
Teachers Insurance & Annuity Association of America
New York
-$450M
2
AIMU
Allianz Investment Management US
Minnesota
-$130M
3
JP Morgan Chase
JP Morgan Chase
New York
-$101M
4
PP
Prudential plc
United Kingdom
-$99M
5
MCM
MKP Capital Management
New York
-$96.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRF
326
B. Riley Financial
California
$1.25M -$3.76K -32 -0.3%
ACP
327
Aveo Capital Partners
Colorado
$1.2M -$1.3M -11,064 -52%
IWMPD
328
Integrated Wealth Management (Palm Desert)
California
$1.19M -$50.3K -428 -4%
Cetera Investment Advisers
329
Cetera Investment Advisers
Illinois
$1.18M +$241K +2,050 +26%
MHS
330
M Holdings Securities
Oregon
$1.16M +$483K +4,109 +71%
SSWM
331
Smith Salley Wealth Management
North Carolina
$1.16M +$198K +1,688 +21%
VAM
332
Verity Asset Management
North Carolina
$1.15M +$1.15M +9,751 New
PAG
333
Pinnacle Advisory Group
Maryland
$1.13M +$467K +3,980 +71%
Northern Trust
334
Northern Trust
Illinois
$1.12M +$701K +5,966 +0.6%
CCA
335
Clearwater Capital Advisors
Illinois
$1.12M +$444K +3,781 +66%
AAP
336
Arax Advisory Partners
Colorado
$1.11M +$152K +1,291 +16%
TC
337
Trust Company
Kansas
$1.11M +$417K +3,555 +61%
CS
338
Comerica Securities
Michigan
$1.09M +$1.09M +9,249 New
ACP
339
Arcus Capital Partners
Georgia
$1.09M +$36.4K +310 +3%
FWP
340
FAS Wealth Partners
Kansas
$1.07M -$833K -7,090 -44%
NAM
341
NTV Asset Management
West Virginia
$1.04M +$58.7K +500 +6%
RGNCM
342
R.G. Niederhoffer Capital Management
New York
$1.03M +$1.02M +8,700 New
MCM
343
Maryland Capital Management
Maryland
$1.02M -$51.6K -439 -5%
CIM
344
Cambria Investment Management
California
$1.01M +$150K +1,276 +17%
CHAM
345
Clear Harbor Asset Management
Connecticut
$1.01M +$136K +1,157 +16%
MIM
346
Marco Investment Management
Georgia
$1M – – –
TIA
347
Tiemann Investment Advisors
California
$999K – – –
CAM
348
Capstone Asset Management
Texas
$979K +$6.93K +59 +0.7%
HCA
349
Harbour Capital Advisors
Virginia
$967K – – –
WCA
350
Westover Capital Advisors
Delaware
$953K +$134K +1,142 +16%
12 13
14
15 16

LQD Hedge Fund Activity: Q1 2017 in Review

653 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q1 2017, worth a combined $20.2B — up 13% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new LQD positions and 54 closed out — a net gain of 17 holders — while 269 added to existing stakes and 222 trimmed.

The largest buyer was BlackRock, adding an estimated $777M. The largest seller was Teachers Insurance & Annuity Association of America, exiting entirely with an estimated $450M sold.

  • 653 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2017, up from 650 in Q4 2016.
  • Funds reported $20.2B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 71 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2017 and 54 closed out, a net change of +17 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q1 2017 was BlackRock, an estimated $777M added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q1 2017 was Teachers Insurance & Annuity Association of America, an estimated $450M sold.

Based on aggregated 13F filings for Q1 2017.