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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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$239M +$96.9M +810,431 +69%
SIM
27
Sentry Investment Management
Wisconsin
$235M +$3.05M +25,511 +1%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$222M +$157M +1,311,057 +245%
AIMU
29
Allianz Investment Management US
Minnesota
$206M +$10.2M +85,000 +5%
Jane Street
30
Jane Street
New York
$199M +$197M +1,648,258 New
VA
31
Valmark Advisers
Ohio
$192M -$1.14M -9,541 -0.6%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$185M +$137M +1,143,455 +293%
Betterment LLC
33
Betterment LLC
New York
$183M +$25.1M +210,257 +16%
BA
34
Bridgewater Associates
Connecticut
$176M +$56.5M +472,370 +48%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$176M -$559K -4,680 -0.3%
LPL Financial
36
LPL Financial
California
$176M +$171M +1,430,712 +5,030%
SMFG
37
Sumitomo Mitsui Financial Group
Japan
$171M +$170M +1,422,112 New
AC
38
Allstate Corporation
Illinois
$170M -$30.4M -254,237 -15%
W
39
Wealthfront
California
$166M +$22.9M +192,005 +16%
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$164M +$141M +1,175,900 +633%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M -$6.65M -55,671 -4%
IA
42
IndexIQ Advisors
New York
$144M -$163M -1,365,407 -53%
SB
43
Suntrust Banks
Georgia
$119M +$11.4K +95 +0%
SAM
44
Sentinel Asset Management
Vermont
$117M -$15.1M -126,500 -12%
KeyBank National Association
45
KeyBank National Association
Ohio
$110M -$2.68M -22,463 -2%
Asset Management One
46
Asset Management One
Japan
$100M +$23.6M +197,538 +31%
PCA
47
Personal Capital Advisors
California
$99M +$11.8M +98,764 +14%
CSIA
48
Charles Schwab Investment Advisory
California
$98.4M +$66.3K +555 +0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$95.4M +$5.02M +42,000 +6%
SF
50
Synovus Financial
Georgia
$95M -$12.8M -106,860 -12%

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.