iShares iBoxx $ Investment Grade Corporate Bond ETF
1,030 hedge funds and large institutions have $43.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 439 increasing their positions, 252 reducing their positions, and 88 closing their positions.
123% more first-time investments, than exits
New positions opened: 196 | Existing positions closed: 88
74% more repeat investments, than reductions
Existing positions increased: 439 | Existing positions reduced: 252
34% more capital invested
Capital invested by funds: $32.6B → $43.7B (+$11.1B)
31% more funds holding in top 10
Funds holding in top 10: 120 → 157 (+37)
11% more funds holding
Funds holding: 929 → 1,030 (+101)
2.61% less ownership
Funds ownership: 83.79% → 81.18% (-2.6%)
52% less call options, than puts
Call options by funds: $897M | Put options by funds: $1.85B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$1.69B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.64B |
| 3 |
BlackRock
New York
|
+$558M |
| 4 |
Citigroup
New York
|
+$552M |
| 5 |
WAMC
Western Asset Management Company
Pasadena,
California
|
+$500M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$834M |
| 2 |
Jane Street
New York
|
-$677M |
| 3 |
Barclays
London,
United Kingdom
|
-$469M |
| 4 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
-$426M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$327M |
LQD Hedge Fund Activity: Q2 2020 in Review
1,030 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2020, worth a combined $43.7B — up 34% from $32.6B a quarter earlier.
Buyers outnumbered sellers: 196 funds opened new LQD positions and 88 closed out — a net gain of 108 holders — while 439 added to existing stakes and 252 trimmed.
The largest buyer was Prudential plc, adding an estimated $1.69B. The largest seller was JP Morgan Chase, cutting an estimated $834M.
- 1,030 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2020, up from 929 in Q1 2020.
- Funds reported $43.7B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2020, up 34% quarter-over-quarter.
- 196 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2020 and 88 closed out, a net change of +108 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2020 was Prudential plc, an estimated $1.69B added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2020 was JP Morgan Chase, an estimated $834M sold.
Based on aggregated 13F filings for Q2 2020.