iShares iBoxx $ Investment Grade Corporate Bond ETF
1,153 hedge funds and large institutions have $51.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 449 increasing their positions, 339 reducing their positions, and 81 closing their positions.
160% more first-time investments, than exits
New positions opened: 211 | Existing positions closed: 81
32% more repeat investments, than reductions
Existing positions increased: 449 | Existing positions reduced: 339
11% more capital invested
Capital invested by funds: $46.8B → $51.9B (+$5.09B)
10% more funds holding
Funds holding: 1,044 → 1,153 (+109)
10% more funds holding in top 10
Funds holding in top 10: 154 → 169 (+15)
9.18% more ownership
Funds ownership: 85.2% → 94.38% (+9.2%)
37% less call options, than puts
Call options by funds: $3.97B | Put options by funds: $6.31B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.04B |
| 2 |
Morgan Stanley
New York
|
+$963M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$569M |
| 4 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$531M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$388M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCMU
Rokos Capital Management (UK)
London,
United Kingdom
|
-$1.18B |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$827M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$587M |
| 4 |
Citigroup
New York
|
-$422M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$408M |
LQD Hedge Fund Activity: Q4 2020 in Review
1,153 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q4 2020, worth a combined $51.9B — up 11% from $46.8B a quarter earlier.
Buyers outnumbered sellers: 211 funds opened new LQD positions and 81 closed out — a net gain of 130 holders — while 449 added to existing stakes and 339 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.04B. The largest seller was Rokos Capital Management (UK), exiting entirely with an estimated $1.18B sold.
- 1,153 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q4 2020, up from 1,044 in Q3 2020.
- Funds reported $51.9B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
- 211 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q4 2020 and 81 closed out, a net change of +130 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q4 2020 was Goldman Sachs, an estimated $1.04B added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q4 2020 was Rokos Capital Management (UK), an estimated $1.18B sold.
Based on aggregated 13F filings for Q4 2020.