iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
831 hedge funds and large institutions have $29.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 299 increasing their positions, 321 reducing their positions, and 57 closing their positions.
42% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 57
5% more funds holding in top 10
Funds holding in top 10: 92 → 97 (+5)
2% more funds holding
Funds holding: 811 → 831 (+20)
7% less repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 321
5.46% less ownership
Funds ownership: 85.9% → 80.44% (-5.5%)
9% less capital invested
Capital invested by funds: $31.9B → $29.2B (-$2.72B)
73% less call options, than puts
Call options by funds: $607M | Put options by funds: $2.21B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
+$605M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$312M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$311M |
| 4 |
SG Americas Securities
New York
|
+$279M |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
+$252M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.13B |
| 2 |
JP Morgan Chase
New York
|
-$990M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$877M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$637M |
| 5 |
Barclays
London,
United Kingdom
|
-$387M |
LQD Hedge Fund Activity: Q3 2019 in Review
831 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2019, worth a combined $29.2B — down 8.5% from $31.9B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new LQD positions and 57 closed out — a net gain of 24 holders — while 299 added to existing stakes and 321 trimmed.
The largest buyer was Allianz Investment Management US, adding an estimated $605M. The largest seller was Nuveen, exiting entirely with an estimated $1.13B sold.
- 831 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2019, up from 811 in Q2 2019.
- Funds reported $29.2B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2019, down 8.5% quarter-over-quarter.
- 81 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2019 and 57 closed out, a net change of +24 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2019 was Allianz Investment Management US, an estimated $605M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2019 was Nuveen, an estimated $1.13B sold.
Based on aggregated 13F filings for Q3 2019.