iShares iBoxx $ Investment Grade Corporate Bond ETF
1,097 hedge funds and large institutions have $33.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 418 increasing their positions, 373 reducing their positions, and 103 closing their positions.
83% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 103
16% more capital invested
Capital invested by funds: $28.7B → $33.3B (+$4.56B)
12% more repeat investments, than reductions
Existing positions increased: 418 | Existing positions reduced: 373
7% more funds holding
Funds holding: 1,028 → 1,097 (+69)
1.7% more ownership
Funds ownership: 102.33% → 104.03% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 91 → 91 (0)
40% less call options, than puts
Call options by funds: $3.01B | Put options by funds: $5.04B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.59B |
| 2 |
Jane Street
New York
|
+$445M |
| 3 |
AAMU
APG Asset Management US
New York
|
+$323M |
| 4 |
D.E. Shaw & Co
New York
|
+$234M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$207M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$588M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$321M |
| 3 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$300M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$235M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$179M |
LQD Hedge Fund Activity: Q4 2023 in Review
1,097 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q4 2023, worth a combined $33.3B — up 16% from $28.7B a quarter earlier.
Buyers outnumbered sellers: 188 funds opened new LQD positions and 103 closed out — a net gain of 85 holders — while 418 added to existing stakes and 373 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.59B. The largest seller was Susquehanna International Group, cutting an estimated $588M.
- 1,097 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q4 2023, up from 1,028 in Q3 2023.
- Funds reported $33.3B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 188 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q4 2023 and 103 closed out, a net change of +85 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.59B added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q4 2023 was Susquehanna International Group, an estimated $588M sold.
Based on aggregated 13F filings for Q4 2023.