We are live on ! Find out more
LQD icon

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
EAMA
351
EFG Asset Management (Americas)
Florida
$1.03M +$142K +1,190 +16%
WCA
352
Westover Capital Advisors
Delaware
$1.03M +$52.8K +442 +5%
MIM
353
Marco Investment Management
Georgia
$1.02M
WA
354
WFG Advisors
Texas
$996K +$625K +5,233 +173%
MCM
355
Maryland Capital Management
Maryland
$992K -$53.3K -446 -5%
HCA
356
Harbour Capital Advisors
Virginia
$988K
BP
357
Ballentine Partners
Massachusetts
$966K +$956K +8,000 New
HIC
358
Holderness Investments Company
North Carolina
$958K +$19.5K +163 +2%
SCP
359
Seizert Capital Partners
Michigan
$943K +$91K +761 +11%
NFG
360
Next Financial Group
Texas
$867K +$94.9K +794 +12%
SAM
361
Solaris Asset Management
New York
$844K +$251K +2,100 +43%
PGFC
362
Peapack-Gladstone Financial Corp
New Jersey
$843K
SXL
363
Summit X LLC
Missouri
$842K +$844K +7,060 New
LPIC
364
LeJeune Puetz Investment Counsel
Michigan
$841K +$239 +2 +0%
PCM
365
Palouse Capital Management
Washington
$821K +$194K +1,625 +31%
WCM
366
Windward Capital Management
California
$807K +$55.2K +462 +7%
TIM
367
Tortoise Investment Management
New York
$805K -$1.22M -10,171 -60%
PCM
368
Parsons Capital Management
Rhode Island
$792K +$290K +2,424 +58%
CTA
369
Chesley Taft & Associates
Illinois
$785K +$59.8K +500 +8%
CAM
370
Capstone Asset Management
Texas
$784K -$214K -1,790 -22%
SSG
371
Summit Securities Group
New York
$771K +$765K +6,400 New
HTC
372
Haverford Trust Company
Pennsylvania
$769K -$24.7K -207 -3%
FHA
373
Flagship Harbor Advisors
Massachusetts
$763K +$19.7K +165 +3%
FHA
374
First Horizon Advisors
Tennessee
$761K -$24.1K -202 -3%
SPIA
375
Steward Partners Investment Advisory
New York
$756K +$343K +2,872 +84%

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.