iShares iBoxx $ Investment Grade Corporate Bond ETF
537 hedge funds and large institutions have $14B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 177 increasing their positions, 229 reducing their positions, and 55 closing their positions.
2.28% more ownership
Funds ownership: 65.22% → 67.5% (+2.3%)
4% less capital invested
Capital invested by funds: $14.6B → $14B (-$607M)
4% less funds holding
Funds holding: 557 → 537 (-20)
23% less funds holding in top 10
Funds holding in top 10: 80 → 62 (-18)
23% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 229
27% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 55
65% less call options, than puts
Call options by funds: $208M | Put options by funds: $600M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$445M |
| 2 |
AB
Aozora Bank
Tokyo,
Japan
|
+$194M |
| 3 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
+$190M |
| 4 |
Barclays
London,
United Kingdom
|
+$139M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$373M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$136M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$136M |
| 4 |
Morgan Stanley
New York
|
-$122M |
| 5 |
Goldman Sachs
New York
|
-$107M |
LQD Hedge Fund Activity: Q2 2015 in Review
537 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2015, worth a combined $14B — down 4.2% from $14.6B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of LQD and 40 opened new positions — a net loss of 15 holders — while 229 trimmed existing stakes and 177 added.
The largest buyer was BlackRock Advisors, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $373M.
- 537 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2015, down from 557 in Q1 2015.
- Funds reported $14B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2015, down 4.2% quarter-over-quarter.
- 40 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2015 and 55 closed out, a net change of -15 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2015 was BlackRock Advisors, an estimated $445M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2015 was JP Morgan Chase, an estimated $373M sold.
Based on aggregated 13F filings for Q2 2015.