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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
SP
151
Sarasin & Partners
United Kingdom
$4.44M +$4.65M +39,080 New
WCM
152
Windsor Capital Management
Arizona
$4.38M +$4.58M +38,508 New
VFS
153
VSR Financial Services
Kansas
$4.34M +$4.54M +38,207 New
CL
154
CPWM LLC
Washington
$4.29M +$4.49M +37,793 New
1IC
155
1919 Investment Counsel
Maryland
$4.29M +$4.49M +37,782 New
EC
156
Estate Counselors
Wisconsin
$4.22M +$4.42M +37,130 New
OC
157
Oppenheimer & Co
New York
$4.21M +$4.41M +37,084 New
ACM
158
Argentus Capital Management
Texas
$4.13M +$4.32M +36,319 New
CAL
159
Capital Analysts LLC
Pennsylvania
$4.12M +$4.31M +36,243 New
SAM
160
SignalPoint Asset Management
Missouri
$4.05M +$4.24M +35,663 New
MAM
161
Meeder Asset Management
Ohio
$3.94M +$4.13M +34,710 New
BAC
162
Boys Arnold & Co
North Carolina
$3.94M +$4.12M +34,620 New
PP
163
Prudential plc
United Kingdom
$3.8M +$3.97M +33,400 New
ECM
164
ETrade Capital Management
Virginia
$3.72M +$3.89M +32,710 New
ACM
165
Antonetti Capital Management
Florida
$3.7M +$3.87M +32,537 New
AIG
166
American International Group
New York
$3.68M +$3.85M +32,388 New
KC
167
Kepos Capital
New York
$3.66M +$3.83M +32,200 New
RFS
168
Rockefeller Financial Services
New York
$3.61M +$3.78M +31,792 New
Mariner
169
Mariner
Kansas
$3.56M +$3.73M +31,366 New
BT
170
Beacon Trust
New Jersey
$3.55M +$3.71M +31,221 New
PA
171
Pinnacle Associates
New York
$3.52M +$3.68M +30,981 New
WPC
172
White Pine Capital
Minnesota
$3.33M +$3.49M +29,343 New
FHC
173
First Heartland Consultants
Missouri
$3.32M +$3.48M +29,238 New
LS
174
Lattice Strategies
Pennsylvania
$3.29M +$3.44M +28,961 New
AAS
175
Annex Advisory Services
Wisconsin
$3.13M +$3.28M +27,542 New
5 6
7
8 9

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.