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
HKIMG
1026
Hutchens & Kramer Investment Management Group
Indiana
– -$456K -4,107 Closed
ACM
1027
Allred Capital Management
Texas
– -$436K -3,966 Closed
VIA
1028
Vident Investment Advisory
Georgia
– -$410K -3,730 Closed
CPO
1029
Cerity Partners OCIO
New York
– -$373K -3,387 Closed
MWM
1030
Modera Wealth Management
New Jersey
– -$362K -3,287 Closed
CIC
1031
Carnegie Investment Counsel
Ohio
– -$353K -3,210 Closed
RWIA
1032
Roger Wittlin Investment Advisory
California
– -$341K -3,105 Closed
COCM
1033
Charter Oak Capital Management
New Hampshire
– -$337K -3,062 Closed
FA
1034
Fiducient Advisors
Illinois
– -$336K -3,054 Closed
CAM
1035
Cresset Asset Management
Illinois
– -$331K -3,011 Closed
LPT
1036
Legacy Private Trust
Wisconsin
– -$325K -2,955 Closed
OR
1037
Olympiad Research
Connecticut
– -$312K -2,838 Closed
AWM
1038
Atticus Wealth Management
Florida
– -$309K -2,812 Closed
CAAS
1039
Capital Asset Advisory Services
Michigan
– -$309K -2,807 Closed
VT
1040
Vise Technologies
New York
– -$308K -2,801 Closed
FA
1041
FDx Advisors
Illinois
– -$300K -2,722 Closed
BJL
1042
Brighton Jones LLC
Washington
– -$284K -2,583 Closed
CBN
1043
Cadence Bank NA
Texas
– -$281K -2,550 Closed
OPWM
1044
Oxinas Partners Wealth Management
Indiana
– -$280K -2,547 Closed
T
1045
TCWP
Ohio
– -$280K -2,545 Closed
BRC
1046
Bell Rock Capital
Delaware
– -$275K -2,500 Closed
QFA
1047
Quattro Financial Advisors
Texas
– -$269K -2,449 Closed
LFS
1048
Lutz Financial Services
Nebraska
– -$252K -2,289 Closed
BWP
1049
Bernardo Wealth Planning
Pennsylvania
– -$248K -2,261 Closed
WCM
1050
Windham Capital Management
Massachusetts
– -$242K -2,197 Closed
40 41
42
43 44

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.