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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
MML Investors Services
76
MML Investors Services
Massachusetts
$36.1M +$35.8M +299,308 New
FA
77
FDx Advisors
Illinois
$34.9M +$1.12M +9,374 +3%
RWP
78
RWA Wealth Partners
Massachusetts
$34.2M +$12M +100,561 +55%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$34M +$4.1M +34,345 +14%
HMC
80
Higher Moment Capital
Massachusetts
$33.6M +$11.2M +94,004 +51%
HI
81
Horizon Investments
North Carolina
$33.5M -$1.29M -10,792 -4%
NSLI
82
Nan Shan Life Insurance
Taiwan
$32.7M +$27.5M +230,152 +554%
PAMU
83
Pictet Asset Management (UK)
United Kingdom
$32.7M
NYLIM
84
New York Life Investment Management
New York
$30.6M +$502K +4,200 +2%
CIM
85
Chiron Investment Management
New York
$29.9M +$29.6M +248,000 New
VFA
86
Voya Financial Advisors
Connecticut
$29.8M +$977K +8,175 +3%
CTB
87
Country Trust Bank
Illinois
$29.8M +$1.04M +8,712 +4%
RFC
88
Regions Financial Corp
Alabama
$29.7M -$3.4M -28,453 -10%
P
89
PhaseCapital
New York
$28.8M -$13.6M -114,082 -32%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$27.9M +$611K +5,111 +2%
SL
91
Summitry LLC
California
$27.8M +$715K +5,986 +3%
CIA
92
Capital Investment Advisors
Georgia
$26.7M -$740K -6,194 -3%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$26.6M -$658K -5,506 -2%
HNB
94
Huntington National Bank
Ohio
$26.3M -$25.7M -214,801 Closed
CI Investments Inc
95
CI Investments Inc
Ontario, Canada
$25.1M +$3.25M +27,200 +15%
SMA
96
Simply Money Advisors
Ohio
$24.6M -$266K -2,226 -1%
CAM
97
Caprin Asset Management
Virginia
$24.6M +$26.7M +223,270 +620,194%
EB
98
Eastern Bank
Massachusetts
$24.4M +$3.57M +29,848 +17%
FIM
99
Freedom Investment Management
Connecticut
$24M +$2.06M +17,234 +9%
FEG
100
Financial Enhancement Group
Indiana
$22.4M +$1.2M +10,019 +6%

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.