iShares iBoxx $ Investment Grade Corporate Bond ETF
521 hedge funds and large institutions have $15.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 199 increasing their positions, 196 reducing their positions, and 51 closing their positions.
10% more capital invested
Capital invested by funds: $14.1B → $15.5B (+$1.41B)
8% more funds holding in top 10
Funds holding in top 10: 62 → 67 (+5)
3.04% more ownership
Funds ownership: 67.5% → 70.53% (+3%)
2% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 196
3% less funds holding
Funds holding: 537 → 521 (-16)
20% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 51
91% less call options, than puts
Call options by funds: $7.53M | Put options by funds: $79.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$475M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$400M |
| 3 |
JP Morgan Chase
New York
|
+$260M |
| 4 |
Goldman Sachs
New York
|
+$238M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$253M |
| 2 |
Barclays
London,
United Kingdom
|
-$126M |
| 3 |
State Street
Boston,
Massachusetts
|
-$97.8M |
| 4 |
HHC
Hutchin Hill Capital
New York
|
-$80.9M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$40.4M |
LQD Hedge Fund Activity: Q3 2015 in Review
521 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2015, worth a combined $15.5B — up 10% from $14.1B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of LQD and 41 opened new positions — a net loss of 10 holders — while 196 trimmed existing stakes and 199 added.
The largest buyer was Bank of America, adding an estimated $475M. The largest seller was William Blair & Company, cutting an estimated $253M.
- 521 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2015, down from 537 in Q2 2015.
- Funds reported $15.5B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2015, up 10% quarter-over-quarter.
- 41 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2015 and 51 closed out, a net change of -10 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2015 was Bank of America, an estimated $475M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2015 was William Blair & Company, an estimated $253M sold.
Based on aggregated 13F filings for Q3 2015.