iShares iBoxx $ Investment Grade Corporate Bond ETF
597 hedge funds and large institutions have $19.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 233 increasing their positions, 201 reducing their positions, and 44 closing their positions.
80% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 44
16% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 201
10% more capital invested
Capital invested by funds: $17.8B → $19.6B (+$1.72B)
6% more funds holding
Funds holding: 565 → 597 (+32)
4% more funds holding in top 10
Funds holding in top 10: 80 → 83 (+3)
1.51% less ownership
Funds ownership: 74.26% → 72.75% (-1.5%)
25% less call options, than puts
Call options by funds: $619M | Put options by funds: $823M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$316M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$289M |
| 3 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
+$280M |
| 4 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
|
+$152M |
| 5 |
CFG
CNO Financial Group
Carmel,
Indiana
|
+$150M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$347M |
| 2 |
SR
Swiss Re
Zurich,
Switzerland
|
-$229M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$192M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$108M |
| 5 |
Citigroup
New York
|
-$88.9M |
LQD Hedge Fund Activity: Q1 2016 in Review
597 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q1 2016, worth a combined $19.6B — up 9.6% from $17.8B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new LQD positions and 44 closed out — a net gain of 35 holders — while 233 added to existing stakes and 201 trimmed.
The largest buyer was Wells Fargo, adding an estimated $316M. The largest seller was JP Morgan Chase, cutting an estimated $347M.
- 597 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2016, up from 565 in Q4 2015.
- Funds reported $19.6B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2016, up 9.6% quarter-over-quarter.
- 79 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2016 and 44 closed out, a net change of +35 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q1 2016 was Wells Fargo, an estimated $316M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q1 2016 was JP Morgan Chase, an estimated $347M sold.
Based on aggregated 13F filings for Q1 2016.