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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

432 hedge funds and large institutions have $12.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2013 Q2 according to their latest regulatory filings, with 432 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60.19% more ownership

Funds ownership: 0% → 60.19% (+60%)

15% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $80.4M

Holders
432
Holders Change
+432
Holders Change %
–
% of All Funds
14.1%
Holding in Top 10
58
Holding in Top 10 Change
+58
Holding in Top 10 Change %
% of All Funds
1.89%
New
432
Increased
–
Reduced
–
Closed
–
Calls
$68.6M
Puts
$80.4M
Net Calls
-$11.8M
Net Calls Change
-$11.8M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$17.9M +$18.7M +157,525 New
KIM
77
Karpus Investment Management
New York
$17.6M +$18.4M +154,885 New
SAS
78
Sage Advisory Services
Texas
$17.2M +$18M +151,132 New
LI
79
Longer Investments
Arkansas
$16.5M +$17.3M +145,168 New
FAAS
80
First Allied Advisory Services
California
$16.4M +$17.1M +144,175 New
SL
81
Summitry LLC
California
$15.8M +$16.5M +138,601 New
Comerica Bank
82
Comerica Bank
Texas
$15.7M +$16.4M +138,027 New
ZIM
83
Zacks Investment Management
Illinois
$15.6M +$16.3M +137,056 New
QCMNJ
84
Quantum Capital Management (New Jersey)
New Jersey
$15.5M +$16.2M +136,400 New
Natixis Advisors
85
Natixis Advisors
Massachusetts
$15.3M +$16M +134,438 New
B
86
Baird
Wisconsin
$15.1M +$15.8M +132,828 New
FA
87
FDx Advisors
Illinois
$15.1M +$15.7M +132,423 New
V
88
Veritable
Delaware
$14.9M +$15.6M +131,117 New
CCG
89
Cypress Capital Group
Florida
$14.4M +$15.1M +126,584 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$13.6M +$14.2M +119,669 New
PI
91
Placemark Investments
Illinois
$13.2M +$13.8M +116,437 New
PPA
92
Parametric Portfolio Associates
Washington
$13M +$13.6M +114,257 New
AIA
93
Alerus Investment Advisors
Minnesota
$12.8M +$13.4M +112,936 New
BIM
94
Bridgecreek Investment Management
Oklahoma
$12.7M +$13.3M +112,180 New
LPT
95
Legacy Private Trust
Wisconsin
$12.6M +$13.2M +110,810 New
TAT
96
TD Ameritrade Trust
Colorado
$12.5M +$13M +109,629 New
QA
97
Quantitative Advantage
Minnesota
$12M +$12.5M +105,449 New
Federated Hermes
98
Federated Hermes
Pennsylvania
$11.9M +$12.5M +105,090 New
AFS
99
Aft Forsyth & Sober
Florida
$11.7M +$12.3M +103,150 New
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$11.2M +$11.7M +98,639 New
2 3
4
5 6

LQD Hedge Fund Activity: Q2 2013 in Review

432 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2013, worth a combined $12.4B.

Buyers outnumbered sellers: 432 funds opened new LQD positions and 0 closed out — a net gain of 432 holders — while 0 added to existing stakes and 0 trimmed.

  • 432 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $12.4B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2013.
  • 432 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2013 and 0 closed out, a net change of +432 holders.

Based on aggregated 13F filings for Q2 2013.