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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
HIMC
376
Heritage Investors Management Corp
Maryland
$747K -$74.2K -621 -9%
RCAG
377
Rehmann Capital Advisory Group
Michigan
$746K -$174K -1,452 -19%
HB
378
Homrich & Berg
Georgia
$744K +$29K +243 +4%
VC
379
Vicus Capital
Pennsylvania
$737K -$8.85K -74 -1%
AIIMS
380
Analyst IMS Investment Management Services
Israel
$728K +$93.5K +782 +15%
I2I
381
Insight 2811 Inc
Illinois
$721K +$715K +5,979 New
TYCC
382
Texas Yale Capital Corp
Florida
$720K -$161K -1,350 -18%
CCFCSB
383
Cape Cod Five Cents Savings Bank
Massachusetts
$718K -$123K -1,027 -15%
CB
384
Chemical Bank
Michigan
$711K +$1.91K +16 +0.3%
FPCG
385
Fort Pitt Capital Group
Pennsylvania
$708K +$120 +1 +0%
BFM
386
Boston Financial Management
Massachusetts
$707K -$7.89M -65,997 -92%
HT
387
HighTower Trust
Texas
$690K -$14.7K -123 -2%
WIC
388
Woodmont Investment Counsel
Tennessee
$681K -$19.7K -165 -3%
EWM
389
Evercore Wealth Management
New York
$681K +$65.4K +547 +11%
TI
390
Truepoint Inc
Ohio
$672K -$47.8K -400 -7%
DWA
391
Dorsey Wright & Associates
California
$671K +$9.2K +77 +1%
BAS
392
Brown Advisory Securities
Maryland
$662K +$154K +1,291 +31%
Federated Hermes
393
Federated Hermes
Pennsylvania
$653K -$1.12M -9,408 -63%
LNB
394
Ledyard National Bank
$637K +$69.1K +578 +12%
WI
395
Wintrust Investments
Illinois
$635K -$101K -842 -14%
GWA
396
Guidant Wealth Advisors
Illinois
$628K -$159K -1,328 -20%
Mariner
397
Mariner
Kansas
$624K -$1.03M -8,611 -62%
CHC
398
City Holding Co
West Virginia
$619K -$7.17K -60 -1%
PWMAG
399
Pinnacle Wealth Management Advisory Group
New Jersey
$611K +$368K +3,075 +154%
Neuberger Berman Group
400
Neuberger Berman Group
New York
$606K -$772K -6,463 -56%

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.