iShares iBoxx $ Investment Grade Corporate Bond ETF
1,030 hedge funds and large institutions have $28.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 373 increasing their positions, 369 reducing their positions, and 103 closing their positions.
33% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 103
17.31% more ownership
Funds ownership: 85% → 102.31% (+17%)
2% more funds holding
Funds holding: 1,012 → 1,030 (+18)
1% more repeat investments, than reductions
Existing positions increased: 373 | Existing positions reduced: 369
8% less funds holding in top 10
Funds holding in top 10: 99 → 91 (-8)
12% less capital inflows, than outflows
Capital inflows: $4.68B | Capital outflows: $5.31B
16% less call options, than puts
Call options by funds: $1.66B | Put options by funds: $1.97B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$919M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$491M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$415M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$231M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$185M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$908M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$395M |
| 3 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
-$366M |
| 4 |
Centiva Capital
New York
|
-$332M |
| 5 |
Soros Fund Management
New York
|
-$323M |
LQD Hedge Fund Activity: Q3 2023 in Review
1,030 of the 6,317 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2023, worth a combined $28.7B — down 7.7% from $31.2B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new LQD positions and 103 closed out — a net gain of 34 holders — while 373 added to existing stakes and 369 trimmed.
The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $919M. The largest seller was Prudential Financial, cutting an estimated $908M.
- 1,030 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2023, up from 1,012 in Q2 2023.
- Funds reported $28.7B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2023, down 7.7% quarter-over-quarter.
- 137 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2023 and 103 closed out, a net change of +34 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2023 was Meiji Yasuda Life Insurance, an estimated $919M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2023 was Prudential Financial, an estimated $908M sold.
Based on aggregated 13F filings for Q3 2023.