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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
GLLW
1076
Graves Light Lenhart Wealth
Virginia
– -$95K -863 Closed
CWAF
1077
Core Wealth Advisors (Florida)
Florida
– -$93K -845 Closed
HWA
1078
HHM Wealth Advisors
Tennessee
– -$77K -700 Closed
AWM
1079
Activest Wealth Management
Florida
– -$77K -699 Closed
CI
1080
CX Institutional
Indiana
– -$75K -686 Closed
FMP
1081
Financial Management Professionals
Texas
– -$75K -685 Closed
JFA
1082
JNBA Financial Advisors
Minnesota
– -$52K -474 Closed
AIP
1083
Ahrens Investment Partners
Louisiana
– -$49K -448 Closed
HWM
1084
HighMark Wealth Management
Minnesota
– -$36K -330 Closed
AW
1085
ACG Wealth
Georgia
– -$36K -325 Closed
EL
1086
EMFO LLC
Florida
– -$18K -164 Closed
SIAP
1087
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$17K -152 Closed
VRM
1088
Vectors Research Management
New York
– -$11K -103 Closed
CICI
1089
Capital Investment Counsel Inc
North Carolina
– -$11K -100 Closed
FBC
1090
Fairfield, Bush & Co
Connecticut
– -$11K -100 Closed
TIM
1091
Tevis Investment Management
Texas
– -$9K -89 Closed
FMB
1092
Field & Main Bank
Kentucky
– -$8K -71 Closed
CWM
1093
Curi Wealth Management
North Carolina
– -$7K -62 Closed
BW
1094
Bison Wealth
Georgia
– -$6K -56 Closed
CCM
1095
Chilton Capital Management
Texas
– -$5K -49 Closed
NL
1096
NVWM LLC
Pennsylvania
– -$5K -47 Closed
LFA
1097
Level Financial Advisors
New York
– -$4K -34 Closed
GWMIA
1098
Global Wealth Management Investment Advisory
Florida
– -$3K -29 Closed
HFS
1099
Heritage Financial Services
Massachusetts
– -$2K -22 Closed
GG
1100
Gleason Group
Kentucky
– -$2K -16 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.