iShares iBoxx $ Investment Grade Corporate Bond ETF
1,131 hedge funds and large institutions have $35.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 386 increasing their positions, 381 reducing their positions, and 94 closing their positions.
126% more first-time investments, than exits
New positions opened: 212 | Existing positions closed: 94
9% more funds holding
Funds holding: 1,036 → 1,131 (+95)
5% more funds holding in top 10
Funds holding in top 10: 79 → 83 (+4)
1% more repeat investments, than reductions
Existing positions increased: 386 | Existing positions reduced: 381
0.81% more ownership
Funds ownership: 89.92% → 90.73% (+0.81%)
6% less capital invested
Capital invested by funds: $37.5B → $35.1B (-$2.43B)
70% less call options, than puts
Call options by funds: $1.45B | Put options by funds: $4.82B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$609M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$533M |
| 3 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
+$379M |
| 4 |
Citigroup
New York
|
+$320M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$221M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGEBT
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
|
-$1.06B |
| 2 |
JP Morgan Chase
New York
|
-$562M |
| 3 |
Morgan Stanley
New York
|
-$561M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$449M |
| 5 |
NI
NYL Investors
New York
|
-$359M |
LQD Hedge Fund Activity: Q4 2021 in Review
1,131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q4 2021, worth a combined $35.1B — down 6.5% from $37.5B a quarter earlier.
Buyers outnumbered sellers: 212 funds opened new LQD positions and 94 closed out — a net gain of 118 holders — while 386 added to existing stakes and 381 trimmed.
The largest buyer was BlackRock, adding an estimated $609M. The largest seller was Pactiv General Employee Benefit Trust, exiting entirely with an estimated $1.06B sold.
- 1,131 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q4 2021, up from 1,036 in Q3 2021.
- Funds reported $35.1B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q4 2021, down 6.5% quarter-over-quarter.
- 212 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q4 2021 and 94 closed out, a net change of +118 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $609M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q4 2021 was Pactiv General Employee Benefit Trust, an estimated $1.06B sold.
Based on aggregated 13F filings for Q4 2021.