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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
Bank of America
1
Bank of America
North Carolina
$1.1B +$1.15B +9,656,400 New
Fisher Asset Management
2
Fisher Asset Management
Washington
$940M +$984M +8,271,142 New
Wells Fargo
3
Wells Fargo
California
$810M +$848M +7,127,067 New
Morgan Stanley
4
Morgan Stanley
New York
$761M +$796M +6,692,465 New
EFS
5
Edelman Financial Services
Virginia
$641M +$670M +5,636,867 New
ERSOT
6
Employees Retirement System of Texas
Texas
$626M – – –
SR
7
Swiss Reinsurance
Switzerland
$538M +$608M +5,115,000 New
AB
8
Aozora Bank
Japan
$473M +$495M +4,160,000 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$375M +$392M +3,295,598 New
BlackRock
10
BlackRock
New York
$370M +$387M +3,252,366 New
Franklin Resources
11
Franklin Resources
California
$302M +$316M +2,653,954 New
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$300M +$314M +2,642,185 New
LPL Financial
13
LPL Financial
California
$274M +$287M +2,415,178 New
U
14
UBS
Switzerland
$258M +$269M +2,265,911 New
USAA
15
United Services Automobile Association
Texas
$197M +$206M +1,734,291 New
NMIFOAC
16
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$192M +$201M +1,693,400 New
State Street
17
State Street
Massachusetts
$190M +$199M +1,674,378 New
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$183M +$192M +1,610,926 New
KeyBank National Association
19
KeyBank National Association
Ohio
$179M +$188M +1,577,219 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$151M +$158M +1,324,422 New
VA
21
Valmark Advisers
Ohio
$140M +$147M +1,235,687 New
SNC
22
Stifel Nicolaus & Co
Missouri
$119M +$125M +1,047,090 New
Barclays
23
Barclays
United Kingdom
$117M +$123M +1,030,233 New
SIM
24
Sentry Investment Management
Wisconsin
$103M +$108M +907,100 New
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$101M +$105M +886,300 New
1
2 3 4 5

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.