iShares iBoxx $ Investment Grade Corporate Bond ETF
1,078 hedge funds and large institutions have $26.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 370 increasing their positions, 390 reducing their positions, and 106 closing their positions.
57% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 106
37% more call options, than puts
Call options by funds: $3.85B | Put options by funds: $2.8B
3% more funds holding
Funds holding: 1,042 → 1,078 (+36)
5% less repeat investments, than reductions
Existing positions increased: 370 | Existing positions reduced: 390
3% less funds holding in top 10
Funds holding in top 10: 80 → 78 (-2)
6% less capital invested
Capital invested by funds: $28B → $26.4B (-$1.57B)
5.99% less ownership
Funds ownership: 92.1% → 86.11% (-6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$403M |
| 2 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$277M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$236M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$221M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$217M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
NYL Investors
New York
|
-$818M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$589M |
| 3 |
D.E. Shaw & Co
New York
|
-$366M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$140M |
| 5 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
-$140M |
LQD Hedge Fund Activity: Q4 2024 in Review
1,078 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q4 2024, worth a combined $26.4B — down 5.6% from $28B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new LQD positions and 106 closed out — a net gain of 60 holders — while 370 added to existing stakes and 390 trimmed.
The largest buyer was Nuveen, adding an estimated $403M. The largest seller was NYL Investors, cutting an estimated $818M.
- 1,078 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q4 2024, up from 1,042 in Q3 2024.
- Funds reported $26.4B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q4 2024, down 5.6% quarter-over-quarter.
- 166 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q4 2024 and 106 closed out, a net change of +60 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q4 2024 was Nuveen, an estimated $403M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q4 2024 was NYL Investors, an estimated $818M sold.
Based on aggregated 13F filings for Q4 2024.