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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
FTIOP
426
Fiduciary Trust International of Pennsylvania
Pennsylvania
$496K +$94.4K +790 +24%
LWAC
427
Laurel Wealth Advisors (California)
California
$488K -$2.63K -22 -0.5%
HR
428
Howe & Rusling
New York
$484K -$8.01K -67 -2%
PCM
429
Peak Capital Management
Colorado
$482K +$478K +3,998 New
AL
430
Airain Ltd
Guernsey
$482K +$478K +4,000 New
TC
431
Telemus Capital
Michigan
$481K
AC
432
Abbrea Capital
California
$472K
DT
433
Diversified Trust
Tennessee
$471K -$43.1K -361 -8%
MC
434
Moors & Cabot
Massachusetts
$470K -$3.11K -26 -0.7%
JIC
435
Johnson Investment Counsel
Ohio
$469K +$1.2K +10 +0.3%
MAS
436
Madden Advisory Services
Florida
$467K +$126K +1,054 +37%
JCM
437
Jacobi Capital Management
Pennsylvania
$465K +$51.5K +431 +13%
EWA
438
EP Wealth Advisors
California
$463K +$17.6K +147 +4%
ICM
439
IMS Capital Management
Oregon
$458K +$454K +3,800 New
AIP
440
Almanack Investment Partners
Pennsylvania
$456K -$10.4K -87 -2%
JCM
441
Jag Capital Management
Missouri
$456K
PPSG
442
Princeton Portfolio Strategies Group
New Jersey
$456K +$119K +997 +36%
AWM
443
AE Wealth Management
Kansas
$443K +$5.62K +47 +1%
TFO
444
Tarbox Family Office
California
$443K +$440K +3,680 New
FC
445
FCA Corp
Texas
$441K +$49.8K +417 +13%
CSIC
446
Clifford Swan Investment Counsel
California
$439K
KA
447
Kovack Advisors
Florida
$439K +$221K +1,850 +103%
GWM
448
Geneos Wealth Management
Colorado
$436K -$181K -1,517 -30%
DJSG
449
D.J. St. Germain
Massachusetts
$434K -$116K -971 -21%
CC
450
Courier Capital
New York
$432K -$245K -2,050 -36%

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.