iShares iBoxx $ Investment Grade Corporate Bond ETF
603 hedge funds and large institutions have $20.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 255 increasing their positions, 196 reducing their positions, and 48 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 196
25% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 48
10% more funds holding in top 10
Funds holding in top 10: 83 → 91 (+8)
6% more capital invested
Capital invested by funds: $19.6B → $20.6B (+$1.09B)
1% more funds holding
Funds holding: 597 → 603 (+6)
2.73% less ownership
Funds ownership: 72.75% → 70.01% (-2.7%)
95% less call options, than puts
Call options by funds: $52.1M | Put options by funds: $981M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$459M |
| 2 |
Goldman Sachs
New York
|
+$444M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$200M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$189M |
| 5 |
IA
IndexIQ Advisors
New York
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$288M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$265M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$236M |
| 4 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$216M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$172M |
LQD Hedge Fund Activity: Q2 2016 in Review
603 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2016, worth a combined $20.6B — up 5.6% from $19.6B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new LQD positions and 48 closed out — a net gain of 12 holders — while 255 added to existing stakes and 196 trimmed.
The largest buyer was Wells Fargo, adding an estimated $459M. The largest seller was LPL Financial, cutting an estimated $288M.
- 603 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2016, up from 597 in Q1 2016.
- Funds reported $20.6B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2016, up 5.6% quarter-over-quarter.
- 60 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2016 and 48 closed out, a net change of +12 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2016 was Wells Fargo, an estimated $459M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2016 was LPL Financial, an estimated $288M sold.
Based on aggregated 13F filings for Q2 2016.