iShares iBoxx $ Investment Grade Corporate Bond ETF
929 hedge funds and large institutions have $32.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 310 increasing their positions, 372 reducing their positions, and 131 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 100 → 120 (+20)
11% more capital invested
Capital invested by funds: $29.4B → $32.6B (+$3.19B)
5% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 131
0.26% less ownership
Funds ownership: 84.05% → 83.79% (-0.26%)
1% less funds holding
Funds holding: 937 → 929 (-8)
17% less repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 372
58% less call options, than puts
Call options by funds: $1.67B | Put options by funds: $3.93B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$886M |
| 2 |
JP Morgan Chase
New York
|
+$763M |
| 3 |
Barclays
London,
United Kingdom
|
+$738M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$736M |
| 5 |
Citigroup
New York
|
+$633M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$937M |
| 2 |
Goldman Sachs
New York
|
-$573M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$454M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$369M |
| 5 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$344M |
LQD Hedge Fund Activity: Q1 2020 in Review
929 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q1 2020, worth a combined $32.6B — up 11% from $29.4B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new LQD positions and 131 closed out — a net gain of 6 holders — while 310 added to existing stakes and 372 trimmed.
The largest buyer was Ameriprise, adding an estimated $886M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $937M sold.
- 929 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2020, down from 937 in Q4 2019.
- Funds reported $32.6B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
- 137 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2020 and 131 closed out, a net change of +6 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q1 2020 was Ameriprise, an estimated $886M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $937M sold.
Based on aggregated 13F filings for Q1 2020.