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
ECM
101
Evergreen Capital Management
Washington
$21.6M +$6.84M +57,200 +47%
AG
102
Advisor Group
Arizona
$21.2M +$3.72M +31,152 +22%
WF
103
Welch & Forbes
Massachusetts
$20.9M -$30.6K -256 -0.1%
Squarepoint
104
Squarepoint
New York
$20.3M +$7.18M +60,033 +56%
ZIM
105
Zacks Investment Management
Illinois
$19.7M +$823K +6,890 +4%
EGA
106
E&G Advisors
Texas
$18M +$462K +3,866 +3%
California Public Employees Retirement System
107
California Public Employees Retirement System
California
$17.6M +$17.5M +146,298 New
GC
108
Guggenheim Capital
Illinois
$17M -$1.23M -10,315 -7%
BTS
109
BB&T Securities
Virginia
$17M +$11.5M +96,526 +217%
MBTD
110
Mechanics Bank - Trust Department
California
$16.7M +$372K +3,113 +2%
Creative Planning
111
Creative Planning
Kansas
$16.7M +$1.42M +11,915 +9%
PAS
112
Park Avenue Securities
New York
$16.6M +$16.7M +139,522 New
FCC
113
Florin Court Capital
United Kingdom
$16.1M +$15.4M +128,600 +2,624%
G
114
GenTrust
Florida
$15.4M +$10.4M +87,160 +216%
SEI Investments
115
SEI Investments
Pennsylvania
$15.2M -$1.02M -8,560 -6%
BMM
116
Berkshire Money Management
Massachusetts
$14.8M -$208K -1,737 -1%
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$14.7M +$1.1M +9,191 +8%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$14.5M +$784K +6,557 +6%
First Trust Advisors
119
First Trust Advisors
Illinois
$14.4M -$769K -6,433 -5%
HFA
120
High Falls Advisors
New York
$14.2M +$11.8M +99,074 +528%
PAG
121
Private Advisor Group
New Jersey
$14.2M +$2.9M +24,266 +26%
Prudential Financial
122
Prudential Financial
New Jersey
$13.9M
BCM
123
Brookstone Capital Management
Illinois
$13.8M -$680K -5,687 -5%
QFA
124
Quattro Financial Advisors
Texas
$13.7M +$287K +2,402 +2%
USAA
125
United Services Automobile Association
Texas
$13.7M -$3.35K -28 -0%

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.