iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
708 hedge funds and large institutions have $26.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 278 increasing their positions, 256 reducing their positions, and 59 closing their positions.
12% more funds holding in top 10
Funds holding in top 10: 67 → 75 (+8)
6% more capital invested
Capital invested by funds: $25.3B → $26.9B (+$1.55B)
2.54% more ownership
Funds ownership: 78.35% → 80.9% (+2.5%)
9% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 256
2% less funds holding
Funds holding: 723 → 708 (-15)
17% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 59
86% less call options, than puts
Call options by funds: $209M | Put options by funds: $1.46B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.15B |
| 2 |
Goldman Sachs
New York
|
+$885M |
| 3 |
DILIC
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
+$522M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$301M |
| 5 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
+$246M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$570M |
| 2 |
TA
Teachers Advisors
New York
|
-$275M |
| 3 |
BlackRock
New York
|
-$200M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$189M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$150M |
LQD Hedge Fund Activity: Q3 2018 in Review
708 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2018, worth a combined $26.9B — up 6.1% from $25.3B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of LQD and 49 opened new positions — a net loss of 10 holders — while 256 trimmed existing stakes and 278 added.
The largest buyer was Envestnet Asset Management, adding an estimated $1.15B. The largest seller was Bank of America, cutting an estimated $570M.
- 708 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2018, down from 723 in Q2 2018.
- Funds reported $26.9B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2018, up 6.1% quarter-over-quarter.
- 49 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2018 and 59 closed out, a net change of -10 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.15B added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2018 was Bank of America, an estimated $570M sold.
Based on aggregated 13F filings for Q3 2018.