iShares iBoxx $ Investment Grade Corporate Bond ETF
1,051 hedge funds and large institutions have $28B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 416 increasing their positions, 359 reducing their positions, and 67 closing their positions.
81% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 67
16% more repeat investments, than reductions
Existing positions increased: 416 | Existing positions reduced: 359
14% more funds holding in top 10
Funds holding in top 10: 70 → 80 (+10)
5.23% more ownership
Funds ownership: 86.71% → 91.94% (+5.2%)
4% more funds holding
Funds holding: 1,009 → 1,051 (+42)
5% more call options, than puts
Call options by funds: $4.29B | Put options by funds: $4.09B
1% less capital inflows, than outflows
Capital inflows: $3.38B | Capital outflows: $3.43B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$281M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$225M |
| 3 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$217M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$149M |
| 5 |
AssetMark Inc
Concord,
California
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$1.32B |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$310M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$247M |
| 4 |
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$166M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$126M |
LQD Hedge Fund Activity: Q3 2024 in Review
1,051 of the 6,989 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2024, worth a combined $28B — up 5.3% from $26.6B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new LQD positions and 67 closed out — a net gain of 54 holders — while 416 added to existing stakes and 359 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $281M. The largest seller was Fisher Asset Management, cutting an estimated $1.32B.
- 1,051 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2024, up from 1,009 in Q2 2024.
- Funds reported $28B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2024, up 5.3% quarter-over-quarter.
- 121 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2024 and 67 closed out, a net change of +54 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $281M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2024 was Fisher Asset Management, an estimated $1.32B sold.
Based on aggregated 13F filings for Q3 2024.