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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

677 hedge funds and large institutions have $26.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 294 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 213

27% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 51

11% more capital invested

Capital invested by funds: $23.7B → $26.4B (+$2.69B)

3.82% more ownership

Funds ownership: 66.35% → 70.16% (+3.8%)

2% more funds holding in top 10

Funds holding in top 10: 85 → 87 (+2)

1% more funds holding

Funds holding: 669 → 677 (+8)

5% less call options, than puts

Call options by funds: $1.2B | Put options by funds: $1.27B

Holders
677
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
16.88%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
2.17%
New
65
Increased
294
Reduced
213
Closed
51
Calls
$1.2B
Puts
$1.27B
Net Calls
-$67.6M
Net Calls Change
-$145M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.65B
2
TIAAOA
Teachers Insurance & Annuity Association of America
New York
+$462M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$339M
4
Citigroup
Citigroup
New York
+$279M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$239M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$458M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$436M
3
BlackRock
BlackRock
New York
-$243M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$223M
5
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
-$211M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IndexIQ Advisors
New York
$242M +$96.9M +801,479 +67%
AIMU
27
Allianz Investment Management US
Minnesota
$231M +$23.2M +191,897 +11%
AB
28
Aozora Bank
Japan
$230M -$50.9M -421,000 -18%
GC
29
Guggenheim Capital
Illinois
$226M +$209M +1,726,446 +1,223%
Betterment LLC
30
Betterment LLC
New York
$215M +$30.1M +249,230 +16%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$212M -$436M -3,611,000 -67%
Goldman Sachs
32
Goldman Sachs
New York
$201M -$126M -1,045,441 -39%
VA
33
Valmark Advisers
Ohio
$196M +$2.53M +20,949 +1%
W
34
Wealthfront
California
$187M +$20.8M +171,814 +13%
LPL Financial
35
LPL Financial
California
$187M +$10.1M +83,360 +6%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$184M +$6.24M +51,642 +4%
NMIMC
37
Northwestern Mutual Investment Management Company
Wisconsin
$167M +$166M +1,374,216 New
SCM
38
SCS Capital Management
Massachusetts
$164M +$164M +1,356,130 New
SG Americas Securities
39
SG Americas Securities
New York
$164M +$121M +1,002,670 +285%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$154M +$57.6M +476,250 +60%
AC
41
Allstate Corporation
Illinois
$147M -$23.1M -191,159 -14%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140M -$10M -82,753 -7%
SB
43
Suntrust Banks
Georgia
$131M +$11M +90,996 +9%
Asset Management One
44
Asset Management One
Japan
$126M +$25.5M +211,092 +25%
PCA
45
Personal Capital Advisors
California
$110M +$10.7M +88,210 +11%
SAM
46
Sentinel Asset Management
Vermont
$110M -$7.82M -64,678 -7%
UBS AM
47
UBS AM
Illinois
$108M – – –
KeyBank National Association
48
KeyBank National Association
Ohio
$108M -$2.14M -17,675 -2%
SMFG
49
Sumitomo Mitsui Financial Group
Japan
$107M -$65.7M -543,369 -38%
Stifel Financial
50
Stifel Financial
Missouri
$102M +$8.27M +68,425 +9%
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LQD Hedge Fund Activity: Q3 2017 in Review

677 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2017, worth a combined $26.4B — up 11% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new LQD positions and 51 closed out — a net gain of 14 holders — while 294 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $1.65B. The largest seller was JP Morgan Chase, cutting an estimated $458M.

  • 677 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2017, up from 669 in Q2 2017.
  • Funds reported $26.4B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 65 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2017 and 51 closed out, a net change of +14 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2017 was Bank of America, an estimated $1.65B added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2017 was JP Morgan Chase, an estimated $458M sold.

Based on aggregated 13F filings for Q3 2017.