We are live on ! Find out more
LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

669 hedge funds and large institutions have $23.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 271 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 55

29% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 210

18% more capital invested

Capital invested by funds: $20.2B → $23.7B (+$3.55B)

15% more call options, than puts

Call options by funds: $589M | Put options by funds: $512M

9% more funds holding in top 10

Funds holding in top 10: 7885 (+7)

2% more funds holding

Funds holding: 653669 (+16)

0.05% more ownership

Funds ownership: 66.3%66.35% (+0.05%)

Holders
669
Holders Change
+16
Holders Change %
+2.45%
% of All Funds
16.68%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
2.12%
New
79
Increased
271
Reduced
210
Closed
55
Calls
$589M
Puts
$512M
Net Calls
+$77M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$2.53B +$157M +1,310,959 +7%
Bank of America
2
Bank of America
North Carolina
$1.88B -$485M -4,061,486 -21%
BlackRock
3
BlackRock
New York
$1.52B +$94M +786,791 +7%
EFS
4
Edelman Financial Services
Virginia
$885M +$23.9M +199,693 +3%
NMIFOAC
5
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$856M -$44.7M -374,200 -5%
UBS Group
6
UBS Group
Switzerland
$722M -$16.6M -138,836 -2%
Morgan Stanley
7
Morgan Stanley
New York
$711M +$94.1M +786,911 +15%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$646M +$641M +5,363,800 New
TIAAOA
9
Teachers Insurance & Annuity Association of America
New York
$544M +$539M +4,513,044 New
DILIC
10
Dai-ichi Life Insurance Company
Japan
$525M +$470M +3,932,920 +930%
Wells Fargo
11
Wells Fargo
California
$481M -$114M -951,298 -19%
JP Morgan Chase
12
JP Morgan Chase
New York
$479M +$445M +3,719,431 +1,466%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$467M +$16.3M +136,598 +4%
Ameriprise
14
Ameriprise
Minnesota
$456M +$34.3M +287,340 +8%
CI
15
Cigna Investments
Connecticut
$402M
Goldman Sachs
16
Goldman Sachs
New York
$325M -$37M -309,958 -10%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$319M -$2.53M -21,183 -0.8%
Allianz Asset Management
18
Allianz Asset Management
Germany
$311M +$58.3M +488,074 +23%
MLICM
19
Metropolitan Life Insurance Company (MetLife)
New York
$299M +$64.3M +537,700 +28%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$298M +$296M +2,474,402 New
PAM
21
Panagora Asset Management
Massachusetts
$297M +$11.2M +93,857 +4%
AB
22
Aozora Bank
Japan
$279M -$49.5M -414,000 -15%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$278M +$20.4M +170,457 +8%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$257M +$120M +1,000,000 +89%
WIM
25
Windhaven Investment Management
Massachusetts
$251M +$8.96M +74,992 +4%

LQD Hedge Fund Activity: Q2 2017 in Review

669 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2017, worth a combined $23.7B — up 18% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new LQD positions and 55 closed out — a net gain of 24 holders — while 271 added to existing stakes and 210 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $641M. The largest seller was Bank of America, cutting an estimated $485M.

  • 669 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2017, up from 653 in Q1 2017.
  • Funds reported $23.7B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2017, up 18% quarter-over-quarter.
  • 79 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2017 and 55 closed out, a net change of +24 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2017 was Canada Pension Plan Investment Board, an estimated $641M added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2017 was Bank of America, an estimated $485M sold.

Based on aggregated 13F filings for Q2 2017.