iShares iBoxx $ Investment Grade Corporate Bond ETF
1,010 hedge funds and large institutions have $31.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 370 increasing their positions, 372 reducing their positions, and 99 closing their positions.
12% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 99
0% more funds holding
Funds holding: 1,009 → 1,010 (+1)
1% less repeat investments, than reductions
Existing positions increased: 370 | Existing positions reduced: 372
3% less capital invested
Capital invested by funds: $32.3B → $31.2B (-$1.09B)
7% less funds holding in top 10
Funds holding in top 10: 107 → 99 (-8)
8.3% less ownership
Funds ownership: 94.85% → 86.56% (-8.3%)
62% less call options, than puts
Call options by funds: $1.21B | Put options by funds: $3.21B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
+$570M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$406M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$357M |
| 4 |
Citigroup
New York
|
+$342M |
| 5 |
CC
Centiva Capital
New York
|
+$340M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.25B |
| 2 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$908M |
| 3 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
-$901M |
| 4 |
JP Morgan Chase
New York
|
-$498M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$433M |
LQD Hedge Fund Activity: Q2 2023 in Review
1,010 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2023, worth a combined $31.2B — down 3.4% from $32.3B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new LQD positions and 99 closed out — a net gain of 12 holders — while 370 added to existing stakes and 372 trimmed.
The largest buyer was Bishop & Co Investment Management, adding an estimated $570M. The largest seller was Nuveen, cutting an estimated $1.25B.
- 1,010 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2023, up from 1,009 in Q1 2023.
- Funds reported $31.2B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2023, down 3.4% quarter-over-quarter.
- 111 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2023 and 99 closed out, a net change of +12 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $570M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2023 was Nuveen, an estimated $1.25B sold.
Based on aggregated 13F filings for Q2 2023.