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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
ONB
401
Old National Bancorp
Indiana
$602K +$102K +854 +21%
IPC
402
Independent Portfolio Consultants
Florida
$598K +$43.7K +366 +8%
TNB
403
Thomasville National Bank
Georgia
$593K +$46.9K +392 +9%
SG
404
StoneX Group
New York
$589K +$584K +4,888 New
LWA
405
Lenox Wealth Advisors
New York
$578K +$573K +4,795 New
PVWM
406
Point View Wealth Management
New Jersey
$577K -$19K -159 -3%
WWM
407
Willingdon Wealth Management
North Carolina
$575K +$29K +243 +5%
N
408
Natixis
France
$568K
IIA
409
IPG Investment Advisors
California
$558K +$218K +1,825 +65%
NVCHI
410
New Vernon Capital Holdings II
New Jersey
$557K +$67.6K +566 +14%
KTA
411
Keeley-Teton Advisors
Illinois
$556K -$42K -351 -7%
NCM
412
Neumann Capital Management
California
$556K +$39.4K +330 +8%
LTI
413
Laffer Tengler Investments
Tennessee
$556K -$29.5K -247 -5%
BHB
414
Bank Hapoalim BM
Israel
$542K
CWM
415
Confluence Wealth Management
Oregon
$540K +$49.5K +414 +10%
SBWM
416
Sunflower Bank Wealth Management
Arizona
$540K +$94.4K +790 +21%
WS
417
Wela Strategies
Georgia
$538K -$49.1K -411 -8%
HS
418
Horan Securities
United States
$538K +$23.9K +200 +5%
CC
419
Cognios Capital
Kansas
$533K -$25.1K -210 -5%
NIMC
420
NWQ Investment Management Company
California
$529K -$22.6K -189 -4%
AFP
421
Ausdal Financial Partners
Iowa
$527K +$12.3K +103 +2%
AMIM
422
Aull & Monroe Investment Management
Alabama
$516K
FA
423
FCG Advisors
New Jersey
$511K +$507K +4,240 New
CG
424
Colony Group
Massachusetts
$511K +$507K +4,242 New
SYBT
425
Stock Yards Bank & Trust
Kentucky
$508K

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.