iShares iBoxx $ Investment Grade Corporate Bond ETF
1,056 hedge funds and large institutions have $37.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 372 increasing their positions, 438 reducing their positions, and 101 closing their positions.
5% less first-time investments, than exits
New positions opened: 96 | Existing positions closed: 101
2% less funds holding
Funds holding: 1,076 → 1,056 (-20)
6.74% less ownership
Funds ownership: 100.31% → 93.57% (-6.7%)
11% less capital invested
Capital invested by funds: $41.8B → $37.3B (-$4.45B)
15% less repeat investments, than reductions
Existing positions increased: 372 | Existing positions reduced: 438
19% less funds holding in top 10
Funds holding in top 10: 108 → 87 (-21)
52% less call options, than puts
Call options by funds: $3.06B | Put options by funds: $6.34B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DILIC
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
+$527M |
| 2 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
+$395M |
| 3 |
DCC
Dow Chemical Company
Midland,
Michigan
|
+$185M |
| 4 |
AssetMark Inc
Concord,
California
|
+$181M |
| 5 |
PGEBT
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
|
+$148M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FRBONY
Federal Reserve Bank of New York
New York
|
-$1.33B |
| 2 |
BlackRock
New York
|
-$1.32B |
| 3 |
Goldman Sachs
New York
|
-$960M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$773M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$588M |
LQD Hedge Fund Activity: Q2 2021 in Review
1,056 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2021, worth a combined $37.3B — down 11% from $41.8B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of LQD and 96 opened new positions — a net loss of 5 holders — while 438 trimmed existing stakes and 372 added.
The largest buyer was Dai-ichi Life Insurance Company, adding an estimated $527M. The largest seller was Federal Reserve Bank of New York, cutting an estimated $1.33B.
- 1,056 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2021, down from 1,076 in Q1 2021.
- Funds reported $37.3B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2021, down 11% quarter-over-quarter.
- 96 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2021 and 101 closed out, a net change of -5 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2021 was Dai-ichi Life Insurance Company, an estimated $527M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $1.33B sold.
Based on aggregated 13F filings for Q2 2021.