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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
FWI
76
Facet Wealth Inc
Maryland
$40M +$6.17M +55,957 +16%
CI
77
Conning Inc
Connecticut
$39M +$4.96M +45,000 +13%
Verition Fund Management
78
Verition Fund Management
Connecticut
$38.6M -$11.4M -103,054 -21%
SAMU
79
SONA Asset Management (US)
New York
$38.4M +$41.3M +375,000 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
80
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$38M -$49.6M -450,000 -55%
HNB
81
Huntington National Bank
Ohio
$37.3M – – –
Creative Planning
82
Creative Planning
Kansas
$37M +$10.1M +91,326 +34%
SIGI
83
Susquehanna International Group (Ireland)
Ireland
$36.2M +$39M +353,634 New
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$35.6M +$10.5M +94,902 +38%
MD
85
Money Design
Japan
$35.6M +$3.46M +31,378 +10%
KeyBank National Association
86
KeyBank National Association
Ohio
$34.5M -$4.24M -38,479 -10%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$33.8M -$165K -1,493 -0.5%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$30.6M -$3.64M -33,054 -10%
EB
89
Eastern Bank
Massachusetts
$30.2M -$302K -2,737 -0.9%
FSC
90
Full Sail Capital
Oklahoma
$30.2M +$1.58M +14,327 +5%
HF
91
HRT Financial
New York
$29.8M +$30.5M +276,428 +1,904%
SAM
92
Securian Asset Management
Minnesota
$29.4M – – –
CCMG
93
Clark Capital Management Group
Pennsylvania
$29.3M +$31.6M +286,238 New
BHB
94
Bank Hapoalim BM
Israel
$29M +$28.9M +262,342 +1,784%
AFIMH
95
American Family Insurance Mutual Holding
Wisconsin
$26.4M +$2.07M +18,745 +8%
JP Morgan Chase
96
JP Morgan Chase
New York
$26.1M -$1.72M -15,561 -6%
UBS AM
97
UBS AM
Illinois
$25.6M – – –
Principal Financial Group
98
Principal Financial Group
Iowa
$24.9M -$543K -4,930 -2%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$24.6M +$1.77M +16,036 +7%
IWS
100
Insight Wealth Strategies
California
$24.3M – – –
2 3
4
5 6

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.