iShares iBoxx $ Investment Grade Corporate Bond ETF
937 hedge funds and large institutions have $29.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 309 increasing their positions, 306 reducing their positions, and 81 closing their positions.
149% more first-time investments, than exits
New positions opened: 202 | Existing positions closed: 81
13% more funds holding
Funds holding: 831 → 937 (+106)
3.61% more ownership
Funds ownership: 80.44% → 84.05% (+3.6%)
3% more funds holding in top 10
Funds holding in top 10: 97 → 100 (+3)
1% more repeat investments, than reductions
Existing positions increased: 309 | Existing positions reduced: 306
1% more capital invested
Capital invested by funds: $29.2B → $29.4B (+$222M)
41% less call options, than puts
Call options by funds: $1.48B | Put options by funds: $2.53B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.03B |
| 2 |
JP Morgan Chase
New York
|
+$324M |
| 3 |
Goldman Sachs
New York
|
+$319M |
| 4 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$293M |
| 5 |
AB
Aozora Bank
Tokyo,
Japan
|
+$261M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$448M |
| 2 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$363M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$307M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$304M |
| 5 |
Jane Street
New York
|
-$267M |
LQD Hedge Fund Activity: Q4 2019 in Review
937 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q4 2019, worth a combined $29.4B — up 0.76% from $29.2B a quarter earlier.
Buyers outnumbered sellers: 202 funds opened new LQD positions and 81 closed out — a net gain of 121 holders — while 309 added to existing stakes and 306 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $1.03B. The largest seller was Ameriprise, cutting an estimated $448M.
- 937 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q4 2019, up from 831 in Q3 2019.
- Funds reported $29.4B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q4 2019, up 0.76% quarter-over-quarter.
- 202 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q4 2019 and 81 closed out, a net change of +121 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q4 2019 was Nuveen, an estimated $1.03B added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q4 2019 was Ameriprise, an estimated $448M sold.
Based on aggregated 13F filings for Q4 2019.