iShares iBoxx $ Investment Grade Corporate Bond ETF
557 hedge funds and large institutions have $14.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 244 increasing their positions, 150 reducing their positions, and 33 closing their positions.
115% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 33
63% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 150
19% more funds holding in top 10
Funds holding in top 10: 67 → 80 (+13)
6% more funds holding
Funds holding: 527 → 557 (+30)
1.73% more ownership
Funds ownership: 63.48% → 65.22% (+1.7%)
19% less capital invested
Capital invested by funds: $18.1B → $14.6B (-$3.52B)
94% less call options, than puts
Call options by funds: $7.53M | Put options by funds: $133M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SR
Swiss Re
Zurich,
Switzerland
|
+$781M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$380M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$135M |
| 4 |
JP Morgan Chase
New York
|
+$126M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AB
Aozora Bank
Tokyo,
Japan
|
-$202M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$175M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$150M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$97M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$92.7M |
LQD Hedge Fund Activity: Q1 2015 in Review
557 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q1 2015, worth a combined $14.6B — down 19% from $18.1B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new LQD positions and 33 closed out — a net gain of 38 holders — while 244 added to existing stakes and 150 trimmed.
The largest buyer was Swiss Re, opening a new position worth an estimated $781M. The largest seller was Aozora Bank, cutting an estimated $202M.
- 557 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2015, up from 527 in Q4 2014.
- Funds reported $14.6B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2015, down 19% quarter-over-quarter.
- 71 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2015 and 33 closed out, a net change of +38 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q1 2015 was Swiss Re, an estimated $781M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q1 2015 was Aozora Bank, an estimated $202M sold.
Based on aggregated 13F filings for Q1 2015.