iShares iBoxx $ Investment Grade Corporate Bond ETF
752 hedge funds and large institutions have $27.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 290 increasing their positions, 222 reducing their positions, and 49 closing their positions.
161% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 49
31% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 222
11% more funds holding
Funds holding: 677 → 752 (+75)
3% more capital invested
Capital invested by funds: $26.4B → $27.1B (+$680M)
0% more funds holding in top 10
Funds holding in top 10: 87 → 87 (0)
8% less call options, than puts
Call options by funds: $195M | Put options by funds: $212M
1.44% less ownership
Funds ownership: 70.16% → 68.73% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$859M |
| 2 |
JP Morgan Chase
New York
|
+$735M |
| 3 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
+$588M |
| 4 |
Morgan Stanley
New York
|
+$182M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
-$1.01B |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$639M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$384M |
| 4 |
Citigroup
New York
|
-$256M |
| 5 |
SIM
Sentry Investment Management
Stevens Point,
Wisconsin
|
-$247M |
LQD Hedge Fund Activity: Q4 2017 in Review
752 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q4 2017, worth a combined $27.1B — up 2.6% from $26.4B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new LQD positions and 49 closed out — a net gain of 79 holders — while 290 added to existing stakes and 222 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $859M. The largest seller was Teachers Insurance & Annuity Association of America, exiting entirely with an estimated $1.01B sold.
- 752 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q4 2017, up from 677 in Q3 2017.
- Funds reported $27.1B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q4 2017, up 2.6% quarter-over-quarter.
- 128 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q4 2017 and 49 closed out, a net change of +79 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q4 2017 was Guggenheim Capital, an estimated $859M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q4 2017 was Teachers Insurance & Annuity Association of America, an estimated $1.01B sold.
Based on aggregated 13F filings for Q4 2017.