iShares iBoxx $ Investment Grade Corporate Bond ETF
1,018 hedge funds and large institutions have $33.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 287 increasing their positions, 412 reducing their positions, and 122 closing their positions.
48% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 122
15% more funds holding in top 10
Funds holding in top 10: 84 → 97 (+13)
13% more capital invested
Capital invested by funds: $29.5B → $33.4B (+$3.81B)
3% more funds holding
Funds holding: 988 → 1,018 (+30)
7.4% less ownership
Funds ownership: 98.5% → 91.1% (-7.4%)
30% less repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 412
32% less call options, than puts
Call options by funds: $1.44B | Put options by funds: $2.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
+$651M |
| 2 |
NI
NYL Investors
New York
|
+$294M |
| 3 |
JP Morgan Chase
New York
|
+$294M |
| 4 |
SFM
Soros Fund Management
New York
|
+$253M |
| 5 |
Goldman Sachs
New York
|
+$245M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$683M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$454M |
| 3 |
BlackRock
New York
|
-$337M |
| 4 |
D.E. Shaw & Co
New York
|
-$298M |
| 5 |
Morgan Stanley
New York
|
-$278M |
LQD Hedge Fund Activity: Q4 2022 in Review
1,018 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q4 2022, worth a combined $33.4B — up 13% from $29.5B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new LQD positions and 122 closed out — a net gain of 59 holders — while 287 added to existing stakes and 412 trimmed.
The largest buyer was MetLife Investment Management, adding an estimated $651M. The largest seller was Fisher Asset Management, cutting an estimated $683M.
- 1,018 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q4 2022, up from 988 in Q3 2022.
- Funds reported $33.4B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q4 2022, up 13% quarter-over-quarter.
- 181 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q4 2022 and 122 closed out, a net change of +59 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q4 2022 was MetLife Investment Management, an estimated $651M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q4 2022 was Fisher Asset Management, an estimated $683M sold.
Based on aggregated 13F filings for Q4 2022.