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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
CCM
651
Cribstone Capital Management
Maine
$11K -$55.2K -462 -84%
MCM
652
McKinley Capital Management
Alaska
$10K -$8.13K -68 -46%
BRC
653
Bell Rock Capital
Delaware
$9K -$7.05K -59 -45%
ANBT
654
American National Bank & Trust
Texas
$7K -$120 -1 -2%
FMII
655
Farmers & Merchants Investments Inc
Nebraska
$7K
WTB
656
Washington Trust Bank
Washington
$7K +$7.29K +61 New
Walleye Trading
657
Walleye Trading
New York
$5.51K +$939K +7,858 +21%
BCI
658
Brinker Capital Investments
Pennsylvania
$5K
CPA
659
Clear Perspective Advisors
Illinois
$5K +$5.26K +44 New
IP
660
Intellectus Partners
California
$5K +$5.26K +44 New
MCIA
661
Mountain Capital Investment Advisors
Colorado
$5K +$5.5K +46 New
JGIA
662
Jackson Grant Investment Advisers
Connecticut
$4K
MFW
663
Mosaic Family Wealth
Missouri
$3K
SFPIA
664
Stevens First Principles Investment Advisors
California
$3K +$2.63K +22 New
SIM
665
Sonora Investment Management
Arizona
$2.29K +$2.27K +19 New
FWM
666
Focused Wealth Management
New York
$2K -$4.42K -37 -65%
PFO
667
Pathstone Family Office
New Jersey
$2K
AWMS
668
Advocacy Wealth Management Services
Georgia
$1K -$66.1K -553 -99%
TFA
669
Transamerica Financial Advisors
Florida
$1K
APSP
670
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$598 +5 New
FAM
671
Flaharty Asset Management
Florida
$618 -$608K -5,083 -100%
IWM
672
IHT Wealth Management
Illinois
$2 +$191K +1,594 +32%
BC
673
Brookfield Corp
Ontario, Canada
-$49.9M -2,143,163 Closed
GLI
674
Guardian Life Insurance
New York
-$185M -1,573,000 Closed
HHC
675
Hutchin Hill Capital
New York
-$97.3M -825,000 Closed

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.