iShares iBoxx $ Investment Grade Corporate Bond ETF
1,012 hedge funds and large institutions have $31.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 371 increasing their positions, 371 reducing their positions, and 99 closing their positions.
12% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 99
0% more funds holding
Funds holding: 1,011 → 1,012 (+1)
0% more repeat investments, than reductions
Existing positions increased: 371 | Existing positions reduced: 371
7% less funds holding in top 10
Funds holding in top 10: 107 → 99 (-8)
9.72% less ownership
Funds ownership: 94.72% → 85% (-9.7%)
26% less capital inflows, than outflows
Capital inflows: $4.88B | Capital outflows: $6.61B
62% less call options, than puts
Call options by funds: $1.21B | Put options by funds: $3.21B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$406M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$357M |
| 3 |
Citigroup
New York
|
+$342M |
| 4 |
Centiva Capital
New York
|
+$340M |
| 5 |
NYL Investors
New York
|
+$337M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$1.25B |
| 2 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$908M |
| 3 |
MetLife Investment Management
Whippany,
New Jersey
|
-$901M |
| 4 |
JP Morgan Chase
New York
|
-$498M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$433M |
LQD Hedge Fund Activity: Q2 2023 in Review
1,012 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2023, worth a combined $31.2B — down 3.6% from $32.3B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new LQD positions and 99 closed out — a net gain of 12 holders — while 371 added to existing stakes and 371 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $406M. The largest seller was Nuveen, cutting an estimated $1.25B.
- 1,012 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2023, up from 1,011 in Q1 2023.
- Funds reported $31.2B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2023, down 3.6% quarter-over-quarter.
- 111 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2023 and 99 closed out, a net change of +12 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2023 was Vanguard Group, an estimated $406M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2023 was Nuveen, an estimated $1.25B sold.
Based on aggregated 13F filings for Q2 2023.