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
MA
1051
Momentum Advisors
New York
– -$239K -2,170 Closed
LMKC
1052
L.M. Kohn & Company
Ohio
– -$239K -2,169 Closed
FNBOMD
1053
First National Bank of Mount Dora
Florida
– -$238K -2,163 Closed
BPCE
1054
Bank Pictet & Cie (Europe)
Germany
– -$226K -2,057 Closed
KFGK
1055
Keystone Financial Group (Kentucky)
Kentucky
– -$226K -2,054 Closed
3LCM
1056
3D/L Capital Management
Connecticut
– -$225K -2,046 Closed
KFSC
1057
Keystone Financial Services (Colorado)
Colorado
– -$227K -2,011 Closed
FPCG
1058
Fort Pitt Capital Group
Pennsylvania
– -$216K -1,965 Closed
SMG
1059
Smart Money Group
Texas
– -$213K -1,939 Closed
BWP
1060
BSW Wealth Partners
Colorado
– -$210K -1,912 Closed
CIM
1061
Confluence Investment Management
Missouri
– -$209K -1,900 Closed
LA
1062
LexAurum Advisors
Kansas
– -$208K -1,895 Closed
DI
1063
DFPG Investments
Utah
– -$210K -1,892 Closed
CIC
1064
Cutler Investment Counsel
Oregon
– -$207K -1,879 Closed
SIC
1065
Sterling Investment Counsel
New York
– -$204K -1,870 Closed
WPC
1066
Wedmont Private Capital
Pennsylvania
– -$205K -1,864 Closed
VCM
1067
Verde Capital Management
Michigan
– -$205K -1,863 Closed
FFG
1068
Fullen Financial Group
Ohio
– -$205K -1,859 Closed
OCPWS
1069
One Charles Private Wealth Services
Massachusetts
– -$201K -1,799 Closed
1IA
1070
1834 Investment Advisors
Wisconsin
– -$170K -1,541 Closed
ACM
1071
AUA Capital Management
Pennsylvania
– -$165K -1,500 Closed
MGI
1072
MayTech Global Investments
New York
– -$121K -1,100 Closed
S
1073
Surevest
California
– -$107K -972 Closed
RIM
1074
Rockbridge Investment Management
New York
– -$101K -918 Closed
TCWM
1075
Total Clarity Wealth Management
Illinois
– -$96K -871 Closed
41 42
43
44 45

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.