We are live on ! Find out more
LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

988 hedge funds and large institutions have $29.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 330 increasing their positions, 385 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 77 → 84 (+7)

2.65% more ownership

Funds ownership: 95.86% → 98.5% (+2.6%)

1% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 114

0% more capital invested

Capital invested by funds: $29.4B → $29.5B (+$110M)

2% less funds holding

Funds holding: 1,005 → 988 (-17)

14% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 385

59% less call options, than puts

Call options by funds: $2.48B | Put options by funds: $6B

Holders
988
Holders Change
-17
Holders Change %
-1.69%
% of All Funds
17.02%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.45%
New
115
Increased
330
Reduced
385
Closed
114
Calls
$2.48B
Puts
$6B
Net Calls
-$3.52B
Net Calls Change
+$257M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$1.07B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$711M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$456M
4
AB
Aozora Bank
Japan
+$312M
5
EIM
Elliott Investment Management
Florida
+$245M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$530M
2
PP
Prudential plc
United Kingdom
-$399M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$264M
4
Goldman Sachs
Goldman Sachs
New York
-$223M
5
Dodge & Cox
Dodge & Cox
California
-$198M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$71.5M -$867K -7,868 -1%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69.7M +$5.87M +53,245 +8%
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$69.7M -$264M -2,397,776 -78%
CI Investments Inc
54
CI Investments Inc
Ontario, Canada
$69.3M +$14.3M +129,593 +24%
SMFG
55
Sumitomo Mitsui Financial Group
Japan
$64.8M -$1.51M -13,667 -2%
Mitsubishi UFJ Asset Management
56
Mitsubishi UFJ Asset Management
Japan
$64.3M +$11.7M +106,598 +20%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$57.6M +$51.9M +471,140 +516%
MIFH
58
Migdal Insurance & Financial Holdings
Israel
$56.6M +$2.48M +22,500 +4%
CTB
59
Country Trust Bank
Illinois
$54M – – –
Charles Schwab
60
Charles Schwab
California
$53.5M +$1.45M +13,133 +3%
VFA
61
Voya Financial Advisors
Connecticut
$53M -$962K -8,729 -2%
RJA
62
Raymond James & Associates
Florida
$52.2M -$10.8M -98,339 -16%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$49.2M +$19.8M +180,000 +60%
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$48.7M -$1.01M -9,176 -2%
Truist Financial
65
Truist Financial
North Carolina
$47.7M +$237K +2,154 +0.5%
PGEBT
66
Pactiv General Employee Benefit Trust
Illinois
$46.6M +$27.9M +252,867 +125%
HI
67
Horizon Investments
North Carolina
$45.9M +$30.5M +276,549 +159%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$45.1M -$2.55M -23,133 -5%
IAIM
69
Industrial Alliance Investment Management
Quebec, Canada
$43.7M – – –
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$43.4M -$2.71M -24,620 -5%
WA
71
Wealthstar Advisors
Texas
$42.7M +$1.82M +16,498 +4%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$42M +$32M +289,909 +286%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$41.7M -$1.51M -13,693 -3%
HMH
74
Hackensack Meridian Health
New Jersey
$40.9M +$9.59M +87,000 +28%
M&T Bank
75
M&T Bank
New York
$40.5M -$18.1M -163,792 -29%
1 2
3
4 5

LQD Hedge Fund Activity: Q3 2022 in Review

988 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2022, worth a combined $29.5B — up 0.37% from $29.4B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LQD positions and 114 closed out — a net gain of 1 holder — while 330 added to existing stakes and 385 trimmed.

The largest buyer was Prudential Financial, adding an estimated $1.07B. The largest seller was Bank of America, cutting an estimated $530M.

  • 988 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2022, down from 1,005 in Q2 2022.
  • Funds reported $29.5B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2022, up 0.37% quarter-over-quarter.
  • 115 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2022 and 114 closed out, a net change of +1 holder.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2022 was Prudential Financial, an estimated $1.07B added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2022 was Bank of America, an estimated $530M sold.

Based on aggregated 13F filings for Q3 2022.