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iShares BBB Rated Corporate Bond ETF
LQDB

8 hedge funds and large institutions have $25.1M invested in iShares BBB Rated Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

31.84% more ownership

Funds ownership: 69.74% → 101.58% (+32%)

11% less funds holding

Funds holding: 9 → 8 (-1)

32% less capital invested

Capital invested by funds: $36.8M → $25.1M (-$11.7M)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
8
Holders Change
-1
Holders Change %
-11.11%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.22M
2
Jane Street
Jane Street
New York
+$1.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$241K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.22M
2
Goldman Sachs
Goldman Sachs
New York
-$8.11M
3
Citigroup
Citigroup
New York
-$5.24M
4
Bank of America
Bank of America
North Carolina
-$79.1K
5
UBS Group
UBS Group
Switzerland
-$45K

LQDB Hedge Fund Activity: Q4 2022 in Review

8 of the 6,239 institutional investors tracked by Wall St. Rank reported a position in iShares BBB Rated Corporate Bond ETF (LQDB) for Q4 2022, worth a combined $25.1M — down 32% from $36.8M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of LQDB and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.

The largest buyer was BlackRock, adding an estimated $8.22M. The largest seller was Morgan Stanley, cutting an estimated $8.22M.

  • 8 institutional investors held iShares BBB Rated Corporate Bond ETF (LQDB) as of Q4 2022, down from 9 in Q3 2022.
  • Funds reported $25.1M of iShares BBB Rated Corporate Bond ETF stock for Q4 2022, down 32% quarter-over-quarter.
  • 1 fund opened new iShares BBB Rated Corporate Bond ETF positions in Q4 2022 and 2 closed out, a net change of -1 holder.
  • The largest iShares BBB Rated Corporate Bond ETF buyer in Q4 2022 was BlackRock, an estimated $8.22M added.
  • The largest iShares BBB Rated Corporate Bond ETF seller in Q4 2022 was Morgan Stanley, an estimated $8.22M sold.

Based on aggregated 13F filings for Q4 2022.