iShares iBoxx $ Investment Grade Corporate Bond ETF
419 hedge funds and large institutions have $12.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 215 reducing their positions, and 52 closing their positions.
0.82% more ownership
Funds ownership: 60.19% → 61.01% (+0.82%)
0% more capital invested
Capital invested by funds: $12.4B → $12.5B (+$60.1M)
3% less funds holding
Funds holding: 432 → 419 (-13)
12% less funds holding in top 10
Funds holding in top 10: 58 → 51 (-7)
17% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 52
35% less call options, than puts
Call options by funds: $6.32M | Put options by funds: $9.77M
52% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 215
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$153M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$131M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$88.2M |
| 4 |
SCM
Sandler Capital Management
New York
|
+$84.8M |
| 5 |
SR
Swiss Reinsurance
Zurich,
Switzerland
|
+$56M |
Top Sellers
LQD Hedge Fund Activity: Q3 2013 in Review
419 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2013, worth a combined $12.5B — up 0.48% from $12.4B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of LQD and 43 opened new positions — a net loss of 9 holders — while 215 trimmed existing stakes and 103 added.
The largest buyer was JP Morgan Chase, adding an estimated $153M. The largest seller was Bank of America, cutting an estimated $251M.
- 419 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2013, down from 432 in Q2 2013.
- Funds reported $12.5B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2013, up 0.48% quarter-over-quarter.
- 43 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2013 and 52 closed out, a net change of -9 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2013 was JP Morgan Chase, an estimated $153M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2013 was Bank of America, an estimated $251M sold.
Based on aggregated 13F filings for Q3 2013.