iShares iBoxx $ Investment Grade Corporate Bond ETF
1,076 hedge funds and large institutions have $41.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 374 increasing their positions, 487 reducing their positions, and 134 closing their positions.
5.93% more ownership
Funds ownership: 94.38% → 100.31% (+5.9%)
7% less funds holding
Funds holding: 1,153 → 1,076 (-77)
20% less capital invested
Capital invested by funds: $51.9B → $41.8B (-$10.2B)
23% less repeat investments, than reductions
Existing positions increased: 374 | Existing positions reduced: 487
36% less funds holding in top 10
Funds holding in top 10: 169 → 108 (-61)
47% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 134
65% less call options, than puts
Call options by funds: $2.78B | Put options by funds: $7.93B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$585M |
| 2 |
Jane Street
New York
|
+$440M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$324M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$238M |
| 5 |
Morgan Stanley
New York
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.08B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.08B |
| 3 |
Goldman Sachs
New York
|
-$553M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$536M |
| 5 |
Citigroup
New York
|
-$474M |
LQD Hedge Fund Activity: Q1 2021 in Review
1,076 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q1 2021, worth a combined $41.8B — down 20% from $51.9B a quarter earlier.
Sellers outnumbered buyers: 134 funds closed out of LQD and 71 opened new positions — a net loss of 63 holders — while 487 trimmed existing stakes and 374 added.
The largest buyer was Nuveen, adding an estimated $585M. The largest seller was Guggenheim Capital, cutting an estimated $1.08B.
- 1,076 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2021, down from 1,153 in Q4 2020.
- Funds reported $41.8B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2021, down 20% quarter-over-quarter.
- 71 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2021 and 134 closed out, a net change of -63 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q1 2021 was Nuveen, an estimated $585M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q1 2021 was Guggenheim Capital, an estimated $1.08B sold.
Based on aggregated 13F filings for Q1 2021.