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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
IFA
126
Interactive Financial Advisors
Illinois
$13.4M +$307K +2,572 +2%
SIAM
127
Sterling Investment Advisors (Missouri)
Missouri
$13.2M +$669K +5,598 +5%
CS
128
Credit Suisse
Switzerland
$12.8M -$9.2M -76,959 -42%
AIA
129
Avalon Investment & Advisory
Texas
$12.7M -$45.2K -378 -0.4%
V
130
Veritable
Delaware
$12.5M +$9.68K +81 +0.1%
SFG
131
StrategIQ Financial Group
Indiana
$12.3M +$274K +2,296 +2%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$12M -$1.32M -11,007 -10%
ACA
133
Anchor Capital Advisors
Massachusetts
$11.9M -$976K -8,162 -8%
FAAS
134
First Allied Advisory Services
California
$11.9M +$2.14M +17,874 +22%
CI
135
Conning Inc
Connecticut
$11.4M
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$11.3M -$101M -845,860 -90%
Fidelity International
137
Fidelity International
Bermuda
$11M +$229K +1,912 +2%
GW
138
GW & Wade
Massachusetts
$10.9M +$1.35M +11,279 +14%
AC
139
Alexandria Capital
Virginia
$10.7M +$281K +2,350 +3%
SWP
140
Stratos Wealth Partners
Ohio
$10.6M +$275K +2,303 +3%
1IA
141
1834 Investment Advisors
Wisconsin
$10M -$135K -1,128 -1%
Lazard Asset Management
142
Lazard Asset Management
New York
$9.96M
SHGA
143
Sand Hill Global Advisors
California
$9.81M +$9.73M +81,429 New
FAT
144
First American Trust
California
$9.77M +$1.14M +9,573 +13%
LI
145
Longer Investments
Arkansas
$9.51M -$308K -2,575 -3%
AC
146
Alley Company
Illinois
$9.51M +$136K +1,134 +1%
WP
147
WealthSource Partners
California
$9.51M +$750K +6,273 +9%
TAT
148
TD Ameritrade Trust
Colorado
$9.46M +$3.24M +27,090 +52%
PWPCM
149
Perella Weinberg Partners Capital Management
New York
$9.4M +$13.4M +112,059 New
Bank of New York Mellon
150
Bank of New York Mellon
New York
$9.31M +$25.3K +212 +0.3%

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.