iShares iBoxx $ Investment Grade Corporate Bond ETF
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
37% more call options, than puts
Call options by funds: $3.85B | Put options by funds: $2.8B
37% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 109
1% more funds holding
Funds holding: 1,034 [Q3] → 1,046 (+12) [Q4]
7% less repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 388
8% less funds holding in top 10
Funds holding in top 10: 80 [Q3] → 74 (-6) [Q4]
8% less capital invested
Capital invested by funds: $180B [Q3] → $166B (-$14.4B) [Q4]
17.24% less ownership
Funds ownership: 92.74% [Q3] → 75.5% (-17.24%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for LQD.
Financial journalist opinion
Based on 4 articles about LQD published over the past 30 days
Positive
Zacks Investment Research
2 days ago
US Equity Correction Nearing an End? ETFs Likely to Bounce Back
JPMorgan strategists suggest that if US equity ETFs continue attracting inflows, the current market correction may soon be behind us, per Bloomberg, as quoted on Yahoo Finance.
Positive
Seeking Alpha
2 weeks ago
These 2 REITs Make Great Buys For Income Investors
REITs have surged in value. But opportunities still remain for income-oriented investors. I present two REITs to buy today.
Neutral
Seeking Alpha
2 weeks ago
HYG Vs. LQD: Excess Returns With Lower Duration, Minor Credit Risk Increase
HYG Vs. LQD: Excess Returns With Lower Duration, Minor Credit Risk Increase
Positive
ETF Trends
4 weeks ago
First Trust Lists 3 New Target Income ETFs
Today, First Trust Advisors announced it is expanding its roster of Target Income ETFs with the launch of three new funds. Each of these Target Income ETFs looks to generate current income with a secondary goal of capital appreciation.
Positive
Seeking Alpha
1 month ago
5% Yield Bonds Vs. REITs - Here's Why One Crushes The Other Long Term
Interest rates are historically high. Bonds often offer higher yields than REITs. Yet, REITs crush them over the long run. Here's why.
Neutral
Seeking Alpha
1 month ago
Closed-End Funds: Screening For Potential Opportunites To Kick Off Q1 2025
The closed-end fund space saw a significant narrowing of discounts throughout 2024 as equity markets charged higher and now discounts remain tight heading into 2025. In particular, equity CEFs have seen significantly narrowed discounts along with taxable fixed-income, though municipal bond funds look relatively attractive after widening discounts in December. We are screening for funds with the deepest discounts and widest z-scores to find potential buys and funds that may be getting a bit pricey as sell candidates.
Neutral
Seeking Alpha
2 months ago
LQD: Avoid Long-Duration Corporate Bonds For Now
Tight credit spreads limit LQD ETF's upside potential in current markets. The Fed is guiding fewer rate cuts for 2025 amid heightened inflation risks. I recommend avoiding buying long-duration corporate bonds for now.
Negative
Seeking Alpha
2 months ago
Avoid Duration Bets Like LQD
The iShares iBoxx $ Investment Grade Corporate Bond ETF has underperformed due to its long duration and sensitivity to rate changes amidst inflation. Credit spreads are at historically low levels, offering no margin of safety in terms of further lowering of credit spreads and yield to maturities. Market concerns around Trump's potential inflationary policies, including tariffs, are impacting inflation expectations and causing upward pressure on rates already.
Negative
Seeking Alpha
2 months ago
LQD: Rock-Bottom Options-Adjusted Spread, Unfavorable To Treasuries
Low options-adjusted spread (OAS) of IG bonds limits upside potential and increases downside risk, making them less attractive compared to US Treasury bonds. State taxes on corporate bond interest payments further reduce their after-tax yield, making Treasurys more favorable for investors in high tax brackets. Investors bullish on bonds should prefer US Treasurys, while those bullish on corporate credit spreads should consider a barbell strategy involving common stocks of lenders.
Positive
Market Watch
2 months ago
These ETFs can be your insurance against Fed hikes and rising rates
“Rate-hedged” bond funds can make money when interest rates rise and bond prices fall.
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