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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
MLFP
626
MPS Loria Financial Planners
Illinois
$36K +$35.9K +300 New
CAL
627
Capital Analysts LLC
Pennsylvania
$32.7K
PCFFS
628
Pacific Center for Financial Services
California
$32K
MIM
629
Macroview Investment Management
Maryland
$32K +$31.3K +262 New
FMTCOCP
630
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30.1K
LCM
631
Liberty Capital Management
Michigan
$30K
PS
632
Portfolio Solutions
Michigan
$30K
CDIA
633
Capital Directions Investment Advisors
Georgia
$30K +$11.8K +99 +66%
RCG
634
Ruggie Capital Group
Florida
$30K +$29.6K +248 New
CPP
635
Crow Point Partners
Massachusetts
$29K -$50.8K -425 -64%
YWP
636
YorkBridge Wealth Partners
New York
$29K
CHP
637
Cable Hill Partners
Oregon
$28K
WEC
638
Winslow Evans & Crocker
Massachusetts
$27.8K -$13K -109 -32%
PFBT
639
Parkside Financial Bank & Trust
Missouri
$27K
RCA
640
Rowland Carmichael Advisors
Arizona
$22K -$693K -5,797 -97%
PK
641
Pflug Koory
Nebraska
$22K
GAM
642
Gemmer Asset Management
California
$22K +$120 +1 +0.6%
AIS
643
Accurate Investment Solutions
Pennsylvania
$21K -$14.2K -119 -41%
EWM
644
Endurance Wealth Management
Rhode Island
$20K
Ninety One (UK)
645
Ninety One (UK)
United Kingdom
$19K
CAL
646
Capital Advisors Ltd
Ohio
$18K -$21.6K -181 -55%
RFWA
647
RPg Family Wealth Advisory
Massachusetts
$16.9K -$29.8K -249 -64%
HA
648
Harfst & Associates
Wyoming
$16K
RFA
649
Reilly Financial Advisors
California
$16K +$10.9K +91 +239%
AA
650
AlphaMark Advisors
Kentucky
$14K +$12K +100 +667%

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.