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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
BFEC
176
Benjamin F. Edwards & Company
Missouri
$6.59M -$139K -1,164 -2%
TCM
177
Towercrest Capital Management
Pennsylvania
$6.56M +$1.08M +9,048 +20%
SPC
178
Sigma Planning Corp
Michigan
$6.55M +$265K +2,214 +4%
TD Asset Management
179
TD Asset Management
Ontario, Canada
$6.54M +$249K +2,085 +4%
BAC
180
Boys Arnold & Co
North Carolina
$6.54M +$131K +1,095 +2%
SCA
181
Snowden Capital Advisors
New York
$6.26M +$818K +6,841 +15%
IA
182
IFP Advisors
Florida
$6.16M +$24.7K +207 +0.4%
UOC
183
UBS O'Connor
Illinois
$6.03M +$5.98M +50,000 New
Millennium Management
184
Millennium Management
New York
$5.83M -$11.2M -93,701 -66%
WC
185
Wexford Capital
Florida
$5.7M +$5.66M +47,324 New
CA
186
Commerzbank Aktiengesellschaft
Germany
$5.7M +$5.26M +44,002 +1,353%
AC
187
AFAM Capital
Texas
$5.69M +$2.48M +20,754 +78%
HighTower Advisors
188
HighTower Advisors
Illinois
$5.63M +$2.18M +18,258 +64%
QA
189
Quantitative Advantage
Minnesota
$5.52M +$5.47M +45,777 New
SAM
190
Securian Asset Management
Minnesota
$5.36M
CB
191
Commerce Bank
Missouri
$5.36M +$98.1K +821 +2%
BWAM
192
Boyd Watterson Asset Management
Ohio
$5.31M -$63.1K -528 -1%
WA
193
WestEnd Advisors
North Carolina
$5.23M +$1.23M +10,286 +31%
M&T Bank
194
M&T Bank
New York
$5.08M +$67.8K +567 +1%
SFA
195
Sequoia Financial Advisors
Ohio
$5.03M +$189K +1,583 +4%
William Blair & Company
196
William Blair & Company
Illinois
$5.02M +$148K +1,239 +3%
AWE
197
Avidian Wealth Enterprises
Texas
$5.01M +$271K +2,265 +6%
NCMW
198
Northern Capital Management (Wisconsin)
Wisconsin
$4.98M -$457K -3,820 -8%
WCM
199
Windsor Capital Management
Arizona
$4.87M +$80K +669 +2%
BHWM
200
Bar Harbor Wealth Management
New Hampshire
$4.86M +$1.44M +12,079 +43%

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.