iShares iBoxx $ Investment Grade Corporate Bond ETF
653 hedge funds and large institutions have $20.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 270 increasing their positions, 222 reducing their positions, and 54 closing their positions.
30% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 54
22% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 222
13% more capital invested
Capital invested by funds: $17.8B → $20.2B (+$2.33B)
0% more funds holding
Funds holding: 651 → 653 (+2)
1.09% less ownership
Funds ownership: 67.39% → 66.3% (-1.1%)
7% less funds holding in top 10
Funds holding in top 10: 84 → 78 (-6)
74% less call options, than puts
Call options by funds: $23.6M | Put options by funds: $89.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$777M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$607M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$493M |
| 4 |
Goldman Sachs
New York
|
+$269M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$252M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
-$450M |
| 2 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$130M |
| 3 |
JP Morgan Chase
New York
|
-$101M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$99M |
| 5 |
MCM
MKP Capital Management
New York
|
-$96.6M |
LQD Hedge Fund Activity: Q1 2017 in Review
653 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q1 2017, worth a combined $20.2B — up 13% from $17.8B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new LQD positions and 54 closed out — a net gain of 16 holders — while 270 added to existing stakes and 222 trimmed.
The largest buyer was BlackRock, adding an estimated $777M. The largest seller was Teachers Insurance & Annuity Association of America, exiting entirely with an estimated $450M sold.
- 653 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2017, up from 651 in Q4 2016.
- Funds reported $20.2B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2017, up 13% quarter-over-quarter.
- 70 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2017 and 54 closed out, a net change of +16 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q1 2017 was BlackRock, an estimated $777M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q1 2017 was Teachers Insurance & Annuity Association of America, an estimated $450M sold.
Based on aggregated 13F filings for Q1 2017.