iShares iBoxx $ Investment Grade Corporate Bond ETF
1,005 hedge funds and large institutions have $29.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 276 increasing their positions, 475 reducing their positions, and 162 closing their positions.
10% more funds holding in top 10
Funds holding in top 10: 70 → 77 (+7)
4.83% less ownership
Funds ownership: 100.69% → 95.86% (-4.8%)
7% less funds holding
Funds holding: 1,081 → 1,005 (-76)
10% less capital invested
Capital invested by funds: $32.6B → $29.4B (-$3.19B)
37% less first-time investments, than exits
New positions opened: 102 | Existing positions closed: 162
42% less repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 475
67% less call options, than puts
Call options by funds: $1.82B | Put options by funds: $5.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$510M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$288M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$263M |
| 4 |
NI
NYL Investors
New York
|
+$204M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$165M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$723M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$548M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$429M |
| 4 |
DILIC
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
-$208M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$173M |
LQD Hedge Fund Activity: Q2 2022 in Review
1,005 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2022, worth a combined $29.4B — down 9.8% from $32.6B a quarter earlier.
Sellers outnumbered buyers: 162 funds closed out of LQD and 102 opened new positions — a net loss of 60 holders — while 475 trimmed existing stakes and 276 added.
The largest buyer was D.E. Shaw & Co, adding an estimated $510M. The largest seller was CFS Investment Advisory Services, cutting an estimated $723M.
- 1,005 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2022, down from 1,081 in Q1 2022.
- Funds reported $29.4B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2022, down 9.8% quarter-over-quarter.
- 102 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2022 and 162 closed out, a net change of -60 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2022 was D.E. Shaw & Co, an estimated $510M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $723M sold.
Based on aggregated 13F filings for Q2 2022.