iShares iBoxx $ Investment Grade Corporate Bond ETF
1,004 hedge funds and large institutions have $26.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 350 increasing their positions, 414 reducing their positions, and 130 closing their positions.
1% less call options, than puts
Call options by funds: $3.99B | Put options by funds: $4.03B
4% less funds holding
Funds holding: 1,050 → 1,004 (-46)
6.07% less ownership
Funds ownership: 92.77% → 86.7% (-6.1%)
11% less capital invested
Capital invested by funds: $30B → $26.6B (-$3.37B)
15% less repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 414
17% less funds holding in top 10
Funds holding in top 10: 84 → 70 (-14)
28% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$259M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$254M |
| 3 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$74.7M |
| 4 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$65.2M |
| 5 |
CM
Capula Management
Grand Cayman,
Cayman Islands
|
+$58.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
NYL Investors
New York
|
-$705M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$539M |
| 3 |
Jane Street
New York
|
-$343M |
| 4 |
DCP
Diameter Capital Partners
New York
|
-$267M |
| 5 |
CC
Centiva Capital
New York
|
-$237M |
LQD Hedge Fund Activity: Q2 2024 in Review
1,004 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2024, worth a combined $26.6B — down 11% from $30B a quarter earlier.
Sellers outnumbered buyers: 130 funds closed out of LQD and 93 opened new positions — a net loss of 37 holders — while 414 trimmed existing stakes and 350 added.
The largest buyer was Bank of America, adding an estimated $259M. The largest seller was NYL Investors, cutting an estimated $705M.
- 1,004 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2024, down from 1,050 in Q1 2024.
- Funds reported $26.6B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2024, down 11% quarter-over-quarter.
- 93 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2024 and 130 closed out, a net change of -37 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2024 was Bank of America, an estimated $259M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2024 was NYL Investors, an estimated $705M sold.
Based on aggregated 13F filings for Q2 2024.