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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
FCFS
601
First Command Financial Services
Texas
$69K +$68.5K +573 New
MWM
602
Mascoma Wealth Management
New Hampshire
$63K
SIAP
603
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K
PCA
604
Peddock Capital Advisors
Massachusetts
$61K
EA
605
Edge Advisors
Georgia
$60K
IIC
606
Integrated Investment Consultants
Michigan
$60K
JFGIW
607
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K -$90.7K -759 -61%
BWP
608
Baldwin Wealth Partners
Massachusetts
$58K
LWCFA
609
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K
GBT
610
Grove Bank & Trust
Florida
$56K
PMFA
611
Plante Moran Financial Advisors
Michigan
$54K +$359 +3 +0.7%
RFS
612
Rockefeller Financial Services
New York
$53K -$5.02K -42 -9%
GI
613
Gradient Investments
Minnesota
$52K +$598 +5 +1%
AOWM
614
Alpha Omega Wealth Management
Virginia
$51K
OSNBOA
615
Old Second National Bank of Aurora
Illinois
$51K
SFG
616
SevenBridge Financial Group
Pennsylvania
$49K
PCIG
617
Partners Capital Investment Group
Massachusetts
$48K +$359 +3 +0.8%
HDIM
618
Hanson & Doremus Investment Management
Vermont
$47K
OC
619
Oakworth Capital
Alabama
$47K
BL
620
Balentine LLC
Georgia
$46K
SFSIG
621
San Francisco Sentry Investment Group
California
$41K +$40.4K +338 New
TWA
622
TCI Wealth Advisors
Arizona
$39K
FWC
623
First Washington Corp
Washington
$39K
AIM
624
Advantage Investment Management
Iowa
$37K +$16.4K +137 +82%
BWA
625
Burt Wealth Advisors
Maryland
$36K +$24.1K +202 +198%

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.