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
VNA
976
Valley National Advisers
Pennsylvania
$2K – – –
OHWP
977
Oak Harbor Wealth Partners
North Carolina
$2K +$2.54K +23 New
MWM
978
Mascoma Wealth Management
New Hampshire
$1K -$95K -862 -99%
PA
979
PSI Advisors
Florida
$1K -$1.54K -14 -58%
AA
980
AlphaMark Advisors
Kentucky
$1K – – –
FEG
981
Financial Enhancement Group
Indiana
$1K – – –
MIM
982
Macroview Investment Management
Maryland
$1K – – –
MAWCM
983
Mine & Arao Wealth Creation & Management
California
$1K – – –
SFA
984
Semmax Financial Advisors
North Carolina
$1K – – –
TC
985
Truvestments Capital
Florida
$1K – – –
JFGIW
986
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.1K +10 New
FHC
987
First Heartland Consultants
Missouri
$218 +$235K +2,134 New
Dodge & Cox
988
Dodge & Cox
California
– -$198M -1,795,988 Closed
BCM
989
Brigade Capital Management
New York
– -$93.9M -852,000 Closed
WAM
990
Weiss Asset Management
Massachusetts
– -$72.6M -660,000 Closed
Two Sigma Investments
991
Two Sigma Investments
New York
– -$66M -600,000 Closed
FAM
992
Flaharty Asset Management
Florida
– -$29M -263,696 Closed
SG Americas Securities
993
SG Americas Securities
New York
– -$14.9M -135,295 Closed
GI
994
Glovista Investments
New Jersey
– -$11.4M -103,941 Closed
Amundi
995
Amundi
France
– -$9.39M -84,635 Closed
HCM
996
Hudson Capital Management
New Jersey
– -$7.81M -70,948 Closed
FTUS
997
Flow Traders U.S.
New York
– -$6.46M -58,754 Closed
GWA
998
GGM Wealth Advisors
Maryland
– -$4.74M -42,775 Closed
HAS
999
Holland Advisory Services
Florida
– -$4.34M -39,469 Closed
ClearBridge Investments
1000
ClearBridge Investments
New York
– -$3.37M -30,606 Closed
38 39
40
41 42

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.