We are live on ! Find out more
LQD icon

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
Stifel Financial
51
Stifel Financial
Missouri
$93.3M +$1.01M +8,454 +1%
UBS AM
52
UBS AM
Illinois
$86.5M
AP
53
AHL Partners
United Kingdom
$83.4M +$60.3M +504,140 +268%
Citigroup
54
Citigroup
New York
$83.3M +$18.1M +151,446 +28%
HT
55
HAP Trading
New York
$79.2M +$78.5M +657,071 New
Franklin Resources
56
Franklin Resources
California
$74.7M -$2.21M -18,477 -3%
FI
57
FormulaFolio Investments
Michigan
$69.1M +$3.17M +26,493 +5%
William Blair Investment Management
58
William Blair Investment Management
Illinois
$69M +$179K +1,500 +0.3%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$66.7M +$7.15M +59,805 +12%
CFG
60
CNO Financial Group
Indiana
$63.8M
RJA
61
Raymond James & Associates
Florida
$55.6M +$643K +5,380 +1%
KC
62
Kepos Capital
New York
$55M +$30.5M +255,400 +127%
SMM
63
Stadion Money Management
Georgia
$54.8M +$17.1M +143,199 +46%
PP
64
Prudential plc
United Kingdom
$53.8M -$13.5M -112,848 -20%
US Bancorp
65
US Bancorp
Minnesota
$51.5M +$3.02M +25,278 +6%
Barclays
66
Barclays
United Kingdom
$49.7M +$36.7M +307,356 +292%
UCFA
67
United Capital Financial Advisors
Texas
$49.1M +$36.1M +302,096 +286%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$48.2M +$47.8M +400,000 New
AssetMark Inc
69
AssetMark Inc
California
$47.4M +$2.52M +21,088 +6%
JIR
70
James Investment Research
Ohio
$47.1M +$27.9M +233,144 +148%
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$47.1M
MLIC
72
Mandatum Life Insurance Company
Finland
$43.6M +$14.2M +118,822 +49%
SG Americas Securities
73
SG Americas Securities
New York
$42.4M +$11.3M +94,704 +37%
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$40.5M +$4.99M +41,740 +14%
AA
75
Acorns Advisers
California
$37.6M +$37.1M +310,205 New

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.