iShares iBoxx $ Investment Grade Corporate Bond ETF
742 hedge funds and large institutions have $27B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 281 increasing their positions, 277 reducing their positions, and 84 closing their positions.
10.77% more ownership
Funds ownership: 68.73% → 79.49% (+11%)
1% more repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 277
0% less capital invested
Capital invested by funds: $27.1B → $27B (-$67M)
2% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 84
1% less funds holding
Funds holding: 752 → 742 (-10)
13% less funds holding in top 10
Funds holding in top 10: 87 → 76 (-11)
76% less call options, than puts
Call options by funds: $196M | Put options by funds: $815M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
+$631M |
| 2 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$631M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$383M |
| 4 |
BlackRock
New York
|
+$178M |
| 5 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$792M |
| 2 |
JP Morgan Chase
New York
|
-$716M |
| 3 |
DILIC
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
-$439M |
| 4 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$422M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$179M |
LQD Hedge Fund Activity: Q1 2018 in Review
742 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q1 2018, worth a combined $27B — down 0.25% from $27.1B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of LQD and 82 opened new positions — a net loss of 2 holders — while 277 trimmed existing stakes and 281 added.
The largest buyer was First Command Financial Services, opening a new position worth an estimated $631M. The largest seller was Guggenheim Capital, cutting an estimated $792M.
- 742 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2018, down from 752 in Q4 2017.
- Funds reported $27B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2018, down 0.25% quarter-over-quarter.
- 82 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2018 and 84 closed out, a net change of -2 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q1 2018 was First Command Financial Services, an estimated $631M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q1 2018 was Guggenheim Capital, an estimated $792M sold.
Based on aggregated 13F filings for Q1 2018.