iShares iBoxx $ Investment Grade Corporate Bond ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.65B |
| 2 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
+$462M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$339M |
| 4 |
Citigroup
New York
|
+$279M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$239M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$458M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$436M |
| 3 |
BlackRock
New York
|
-$243M |
| 4 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
-$223M |
| 5 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
|
-$211M |
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.