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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

1,018 hedge funds and large institutions have $33.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 287 increasing their positions, 412 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 122

15% more funds holding in top 10

Funds holding in top 10: 84 → 97 (+13)

13% more capital invested

Capital invested by funds: $29.5B → $33.4B (+$3.81B)

3% more funds holding

Funds holding: 988 → 1,018 (+30)

7.4% less ownership

Funds ownership: 98.5% → 91.1% (-7.4%)

30% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 412

32% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $2.1B

Holders
1,018
Holders Change
+30
Holders Change %
+3.04%
% of All Funds
16.36%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.56%
New
181
Increased
287
Reduced
412
Closed
122
Calls
$1.44B
Puts
$2.1B
Net Calls
-$667M
Net Calls Change
+$2.85B

Top Buyers

Rank Fund Capital Flow
1
MIM
MetLife Investment Management
New Jersey
+$651M
2
NI
NYL Investors
New York
+$294M
3
JP Morgan Chase
JP Morgan Chase
New York
+$294M
4
SFM
Soros Fund Management
New York
+$253M
5
Goldman Sachs
Goldman Sachs
New York
+$245M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$683M
2
PCA
Personal Capital Advisors
California
-$454M
3
BlackRock
BlackRock
New York
-$337M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$298M
5
Morgan Stanley
Morgan Stanley
New York
-$278M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
801
TrueFG
Texas
$223K +$9.53K +91 +5%
PIA
802
Powell Investment Advisors
Florida
$223K +$105 +1 +0%
PIM
803
Penobscot Investment Management
Massachusetts
$223K -$154K -1,470 -41%
WAG
804
Wallace Advisory Group
California
$222K +$221K +2,108 New
CSIC
805
Clifford Swan Investment Counsel
California
$222K – – –
CB
806
CNB Bank
Pennsylvania
$221K +$220K +2,100 New
PA
807
Procyon Advisors
Connecticut
$221K -$74.8K -715 -25%
GD
808
Grandfield & Dodd
New York
$220K – – –
WI
809
Wedgewood Investors
Pennsylvania
$220K – – –
CCFM
810
Clear Creek Financial Management
Washington
$219K -$722K -6,895 -77%
SYBT
811
Stock Yards Bank & Trust
Kentucky
$218K – – –
SWA
812
SOA Wealth Advisors
New York
$217K -$87.2K -833 -29%
AAM
813
Ameraudi Asset Management
New York
$215K -$1.98M -18,919 -90%
ACA
814
Affinity Capital Advisors
California
$215K -$1.99K -19 -0.9%
Thrivent Financial for Lutherans
815
Thrivent Financial for Lutherans
Minnesota
$213K -$1.19M -11,359 -85%
LA
816
Lifeworks Advisors
Michigan
$211K – – –
FFG
817
Fullen Financial Group
Ohio
$210K +$198K +1,896 New
DCM
818
Dimension Capital Management
Florida
$207K – – –
JIC
819
Joel Isaacson & Co
New York
$206K – – –
DI
820
Disciplined Investments
Oklahoma
$206K -$41K -392 -17%
CMI
821
Clare Market Investments
Texas
$206K -$9K -86 -4%
SVWAG
822
Sound View Wealth Advisors Group
Georgia
$205K +$194K +1,851 New
DWP
823
Daymark Wealth Partners
Ohio
$205K +$203K +1,940 New
BWP
824
BSW Wealth Partners
Colorado
$202K +$200K +1,912 New
CNBTD
825
Citizens National Bank Trust Department
Mississippi
$194K -$92.6K -885 -33%
31 32
33
34 35

LQD Hedge Fund Activity: Q4 2022 in Review

1,018 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q4 2022, worth a combined $33.4B — up 13% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new LQD positions and 122 closed out — a net gain of 59 holders — while 287 added to existing stakes and 412 trimmed.

The largest buyer was MetLife Investment Management, adding an estimated $651M. The largest seller was Fisher Asset Management, cutting an estimated $683M.

  • 1,018 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $33.4B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 181 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q4 2022 and 122 closed out, a net change of +59 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q4 2022 was MetLife Investment Management, an estimated $651M added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q4 2022 was Fisher Asset Management, an estimated $683M sold.

Based on aggregated 13F filings for Q4 2022.