iShares iBoxx $ Investment Grade Corporate Bond ETF
527 hedge funds and large institutions have $18.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 198 increasing their positions, 146 reducing their positions, and 29 closing their positions.
252% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 29
36% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 146
22% more funds holding in top 10
Funds holding in top 10: 55 → 67 (+12)
15% more capital invested
Capital invested by funds: $15.7B → $18.1B (+$2.33B)
14% more funds holding
Funds holding: 463 → 527 (+64)
1.04% more ownership
Funds ownership: 62.45% → 63.48% (+1%)
23% less call options, than puts
Call options by funds: $6.96M | Put options by funds: $9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$192M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$174M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$154M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$149M |
| 5 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$400M |
| 2 |
State Street
Boston,
Massachusetts
|
-$69.6M |
| 3 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$49.2M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$24.7M |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
-$21.3M |
LQD Hedge Fund Activity: Q4 2014 in Review
527 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q4 2014, worth a combined $18.1B — up 15% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new LQD positions and 29 closed out — a net gain of 73 holders — while 198 added to existing stakes and 146 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $400M.
- 527 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q4 2014, up from 463 in Q3 2014.
- Funds reported $18.1B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q4 2014, up 15% quarter-over-quarter.
- 102 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q4 2014 and 29 closed out, a net change of +73 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q4 2014 was Allianz Asset Management, an estimated $192M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q4 2014 was Bank of America, an estimated $400M sold.
Based on aggregated 13F filings for Q4 2014.