iShares iBoxx $ Investment Grade Corporate Bond ETF
565 hedge funds and large institutions have $17.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 204 increasing their positions, 194 reducing their positions, and 36 closing their positions.
136% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 36
19% more funds holding in top 10
Funds holding in top 10: 67 → 80 (+13)
15% more capital invested
Capital invested by funds: $15.5B → $17.8B (+$2.34B)
8% more funds holding
Funds holding: 521 → 565 (+44)
3.72% more ownership
Funds ownership: 70.53% → 74.26% (+3.7%)
5% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 194
69% less call options, than puts
Call options by funds: $290M | Put options by funds: $924M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$395M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$270M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$260M |
| 4 |
LPL Financial
San Diego,
California
|
+$190M |
| 5 |
IA
IndexIQ Advisors
New York
|
+$186M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$187M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$185M |
| 3 |
SR
Swiss Re
Zurich,
Switzerland
|
-$96.9M |
| 4 |
JG
Jefferies Group
New York
|
-$46M |
| 5 |
State Street
Boston,
Massachusetts
|
-$39M |
LQD Hedge Fund Activity: Q4 2015 in Review
565 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q4 2015, worth a combined $17.8B — up 15% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new LQD positions and 36 closed out — a net gain of 49 holders — while 204 added to existing stakes and 194 trimmed.
The largest buyer was Bank of America, adding an estimated $395M. The largest seller was Wells Fargo, cutting an estimated $187M.
- 565 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q4 2015, up from 521 in Q3 2015.
- Funds reported $17.8B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q4 2015, up 15% quarter-over-quarter.
- 85 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q4 2015 and 36 closed out, a net change of +49 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q4 2015 was Bank of America, an estimated $395M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q4 2015 was Wells Fargo, an estimated $187M sold.
Based on aggregated 13F filings for Q4 2015.