iShares iBoxx $ Investment Grade Corporate Bond ETF
1,036 hedge funds and large institutions have $37B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 416 increasing their positions, 368 reducing their positions, and 74 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 416 | Existing positions reduced: 368
0% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 74
1% less capital invested
Capital invested by funds: $37.3B → $37B (-$311M)
2% less funds holding
Funds holding: 1,056 → 1,036 (-20)
3.65% less ownership
Funds ownership: 93.57% → 89.92% (-3.6%)
9% less funds holding in top 10
Funds holding in top 10: 87 → 79 (-8)
70% less call options, than puts
Call options by funds: $1.08B | Put options by funds: $3.67B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGEBT
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
|
+$926M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$899M |
| 3 |
JP Morgan Chase
New York
|
+$684M |
| 4 |
NI
NYL Investors
New York
|
+$469M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$455M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.13B |
| 2 |
Morgan Stanley
New York
|
-$815M |
| 3 |
AFIMH
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
-$421M |
| 4 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$338M |
| 5 |
UIM
USS Investment Management
London,
United Kingdom
|
-$321M |
LQD Hedge Fund Activity: Q3 2021 in Review
1,036 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2021, worth a combined $37B — down 0.83% from $37.3B a quarter earlier.
Fund positioning in LQD was balanced in Q3 2021: 74 funds opened new positions, 74 closed out, 416 added to existing stakes and 368 trimmed.
The largest buyer was Pactiv General Employee Benefit Trust, adding an estimated $926M. The largest seller was BlackRock, cutting an estimated $1.13B.
- 1,036 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2021, down from 1,056 in Q2 2021.
- Funds reported $37B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2021, down 0.83% quarter-over-quarter.
- 74 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2021 and 74 closed out, a net change of 0 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2021 was Pactiv General Employee Benefit Trust, an estimated $926M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $1.13B sold.
Based on aggregated 13F filings for Q3 2021.