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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
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$9.06M +$2.01M +16,821 +29%
K
152
Kemper
Illinois
$9.04M
RIA
153
Regal Investment Advisors
Michigan
$8.99M +$1.05M +8,794 +13%
TCM
154
Twele Capital Management
Minnesota
$8.97M +$4.13M +34,548 +87%
OIA
155
Optimum Investment Advisors
Illinois
$8.91M -$138K -1,158 -2%
PCM
156
Prelude Capital Management
New York
$8.61M +$8.54M +71,473 New
RWG
157
Regal Wealth Group
California
$8.6M +$1.79M +14,958 +27%
EC
158
Estate Counselors
Wisconsin
$8.56M -$4.1M -34,320 -33%
FIMS
159
FBL Investment Management Services
Iowa
$8.35M +$1M +8,400 +14%
VIA
160
Virtus Investment Advisers
Connecticut
$8.35M -$502K -4,203 -6%
HI
161
Hudock Inc
Pennsylvania
$8.29M -$292K -2,444 -3%
IFS
162
Ifrah Financial Services
Arkansas
$8.02M +$124K +1,039 +2%
SCA
163
Stuart Chaussee & Associates
California
$7.97M +$7.91M +66,160 New
CA
164
Cetera Advisors
Colorado
$7.92M +$491K +4,105 +7%
FWIA
165
Fort Washington Investment Advisors
Ohio
$7.92M -$212K -1,775 -3%
UR
166
USCA RIA
Texas
$7.92M +$1.13M +9,464 +17%
APP
167
Avantax Planning Partners
Iowa
$7.68M -$679K -5,678 -8%
AI
168
Atria Investments
North Carolina
$7.52M +$2.92M +24,463 +65%
HSBC Holdings
169
HSBC Holdings
United Kingdom
$7.43M -$5.31M -44,451 -42%
SC
170
Scotia Capital
Ontario, Canada
$7.17M -$1.13M -9,445 -14%
SAM
171
SignalPoint Asset Management
Missouri
$7.14M -$17.7K -148 -0.2%
SFS
172
Sowell Financial Services
Arkansas
$7M +$2.77M +23,193 +66%
FIB
173
First Interstate Bank
Montana
$6.9M +$59.6K +499 +0.9%
CCG
174
Cypress Capital Group
Florida
$6.73M -$1.91K -16 -0%
Comerica Bank
175
Comerica Bank
Texas
$6.64M -$298K -2,491 -4%

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.