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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
LYV
526
Live Your Vision
Pennsylvania
$271K +$42.9K +359 +19%
AWM
527
Altavista Wealth Management
North Carolina
$260K -$53.8K -450 -17%
DPI
528
Diversified Portfolios Inc
Michigan
$259K
ST
529
Spinnaker Trust
Maine
$255K -$120K -1,000 -32%
FT
530
Fiduciary Trust
Massachusetts
$254K -$23.9K -200 -9%
MWP
531
Moller Wealth Partners
$254K
OFW
532
Omnia Family Wealth
Florida
$247K
BFA
533
Beaumont Financial Advisors
Massachusetts
$247K +$245K +2,048 New
AAS
534
Annex Advisory Services
Wisconsin
$246K +$244K +2,044 New
NCM
535
New Capital Management
Texas
$242K
SFWA
536
Summit Financial Wealth Advisors
Louisiana
$242K +$240K +2,009 New
LA
537
Legacy Advisors
Pennsylvania
$241K
WSCM
538
Wellington Shields Capital Management
New York
$241K +$29.9K +250 +14%
MA
539
MUFG Americas
New York
$237K
KF
540
Krilogy Financial
Missouri
$227K -$39.9K -334 -15%
BO
541
Bank OZK
Arkansas
$226K
FPCP
542
Fort Point Capital Partners
California
$224K
LI
543
LVZ Inc
Michigan
$223K +$221K +1,850 New
AIM
544
Anchor Investment Management
South Carolina
$221K
GRP
545
Global Retirement Partners
California
$221K +$35.7K +299 +20%
CAMG
546
CWA Asset Management Group
Florida
$220K +$218K +1,822 New
TCOT
547
Trust Company of Toledo
Ohio
$216K
AAA
548
Adams Asset Advisors
Texas
$215K +$213K +1,783 New
EWM
549
Empirical Wealth Management
Washington
$212K -$41.4K -346 -16%
GFPC
550
Global Financial Private Capital
Florida
$210K -$3.47K -29 -2%

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.