iShares iBoxx $ Investment Grade Corporate Bond ETF
723 hedge funds and large institutions have $25.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 70 closing their positions.
1.14% less ownership
Funds ownership: 79.49% → 78.35% (-1.1%)
3% less funds holding
Funds holding: 742 → 723 (-19)
6% less capital invested
Capital invested by funds: $27B → $25.3B (-$1.7B)
12% less funds holding in top 10
Funds holding in top 10: 76 → 67 (-9)
14% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 70
24% less repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 311
26% less call options, than puts
Call options by funds: $311M | Put options by funds: $420M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$772M |
| 2 |
BlackRock
New York
|
+$681M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$401M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$338M |
| 5 |
TA
Teachers Advisors
New York
|
+$277M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
-$1.42B |
| 2 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$615M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$223M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$125M |
| 5 |
Morgan Stanley
New York
|
-$84.9M |
LQD Hedge Fund Activity: Q2 2018 in Review
723 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2018, worth a combined $25.3B — down 6.3% from $27B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of LQD and 60 opened new positions — a net loss of 10 holders — while 311 trimmed existing stakes and 237 added.
The largest buyer was Bank of America, adding an estimated $772M. The largest seller was First Command Financial Services, exiting entirely with an estimated $1.42B sold.
- 723 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2018, down from 742 in Q1 2018.
- Funds reported $25.3B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2018, down 6.3% quarter-over-quarter.
- 60 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2018 and 70 closed out, a net change of -10 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2018 was Bank of America, an estimated $772M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2018 was First Command Financial Services, an estimated $1.42B sold.
Based on aggregated 13F filings for Q2 2018.