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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
SI
101
Stephens Inc
Arkansas
$10.8M +$11.3M +95,237 New
Invesco
102
Invesco
Georgia
$10.8M +$11.3M +94,819 New
ACM
103
Avalon Capital Management
California
$9.99M +$10.5M +87,923 New
LYV
104
Live Your Vision
Pennsylvania
$9.48M +$9.96M +83,737 New
TNBTD
105
Trustmark National Bank Trust Department
Mississippi
$9.08M +$9.5M +79,913 New
CIM
106
Confluence Investment Management
Missouri
$9.08M +$9.5M +79,880 New
IFS
107
Ifrah Financial Services
Arkansas
$8.91M +$9.32M +78,366 New
UBS AM
108
UBS AM
Illinois
$8.85M – – –
SBWM
109
Sunflower Bank Wealth Management
Arizona
$8.63M +$9.03M +75,929 New
OAMG
110
Odey Asset Management Group
United Kingdom
$8.53M +$8.92M +75,020 New
ST
111
Sabal Trust
Florida
$8.32M +$8.7M +73,176 New
First Trust Advisors
112
First Trust Advisors
Illinois
$7.98M +$8.35M +70,255 New
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$7.76M +$8.12M +68,306 New
ACP
114
Ashfield Capital Partners
California
$7.64M +$7.99M +67,210 New
SCA
115
Salient Capital Advisors
Texas
$7.58M +$7.93M +66,718 New
AGA
116
Accuvest Global Advisors
Utah
$7.36M +$7.7M +64,720 New
Truist Financial
117
Truist Financial
North Carolina
$7.04M +$7.37M +61,960 New
WB
118
Webster Bank
Connecticut
$6.96M +$7.29M +61,261 New
Ameriprise
119
Ameriprise
Minnesota
$6.84M +$7.16M +60,211 New
SAM
120
Strategy Asset Managers
California
$6.72M +$7.03M +59,148 New
GI
121
Gradient Investments
Minnesota
$6.57M +$6.88M +57,826 New
ICOA
122
Investment Centers of America
North Dakota
$6.56M +$6.85M +57,603 New
LCM
123
Levitt Capital Management
Florida
$6.55M +$6.86M +57,653 New
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$6.52M +$6.82M +57,369 New
AI
125
Atria Investments
North Carolina
$6.45M +$6.75M +56,758 New
3 4
5
6 7

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.