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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
SGS
451
Sterling Global Strategies
California
$427K -$13.7K -115 -3%
DBIA
452
Dumont & Blake Investment Advisors
New Jersey
$426K
BAM
453
Berkshire Asset Management
Pennsylvania
$425K
BAAM
454
Baker Avenue Asset Management
California
$422K +$14K +117 +3%
CIAS
455
Capital Investment Advisory Services
North Carolina
$421K +$45.4K +380 +12%
JAM
456
JCIC Asset Management
Ontario, Canada
$421K +$65.1K +545 +18%
CFP
457
Cornerstone Financial Partners
North Carolina
$419K -$3.26M -27,256 -89%
Members Trust
458
Members Trust
Florida
$419K -$37.4K -313 -8%
CBU
459
CIBC Bank USA
Illinois
$416K
BJ
460
Brouwer & Janachowski
California
$414K -$43.7K -366 -10%
MAM
461
Marquette Asset Management
Minnesota
$412K
JWM
462
Janiczek Wealth Management
Colorado
$410K -$466K -3,895 -53%
FHC
463
First Heartland Consultants
Missouri
$410K -$11K -92 -3%
HPC
464
HM Payson & Co
Maine
$408K +$21.6K +181 +6%
WT
465
Whittier Trust
California
$405K
MA
466
MCF Advisors
Kentucky
$404K -$98.8K -827 -20%
TWM
467
Torch Wealth Management
Ohio
$403K
BCM
468
Boltwood Capital Management
California
$401K +$41.8K +350 +12%
SBIA
469
Sheaff Brock Investment Advisors
Indiana
$397K -$11.5K -96 -3%
RWM
470
Rezny Wealth Management
Florida
$394K
PCMC
471
Paragon Capital Management (Colorado)
Colorado
$393K +$359 +3 +0.1%
PG
472
Patten Group
Tennessee
$388K -$5.98K -50 -2%
FNT
473
First National Trust
Pennsylvania
$387K +$130K +1,091 +52%
CFA
474
Carroll Financial Associates
North Carolina
$381K -$1.55K -13 -0.4%
Invesco
475
Invesco
Georgia
$380K -$89.9K -752 -19%

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.