iShares iBoxx $ Investment Grade Corporate Bond ETF
1,081 hedge funds and large institutions have $32.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 303 increasing their positions, 484 reducing their positions, and 157 closing their positions.
9.96% more ownership
Funds ownership: 90.73% → 100.69% (+10%)
5% less funds holding
Funds holding: 1,132 → 1,081 (-51)
7% less capital invested
Capital invested by funds: $35.1B → $32.6B (-$2.44B)
16% less funds holding in top 10
Funds holding in top 10: 83 → 70 (-13)
25% less first-time investments, than exits
New positions opened: 118 | Existing positions closed: 157
37% less repeat investments, than reductions
Existing positions increased: 303 | Existing positions reduced: 484
80% less call options, than puts
Call options by funds: $2.65B | Put options by funds: $13B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$829M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$799M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$512M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$480M |
| 5 |
BlackRock
New York
|
+$289M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAMC
Western Asset Management Company
Pasadena,
California
|
-$1.02B |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$515M |
| 3 |
DILIC
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
-$239M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$211M |
| 5 |
AssetMark Inc
Concord,
California
|
-$198M |
LQD Hedge Fund Activity: Q1 2022 in Review
1,081 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q1 2022, worth a combined $32.6B — down 7% from $35.1B a quarter earlier.
Sellers outnumbered buyers: 157 funds closed out of LQD and 118 opened new positions — a net loss of 39 holders — while 484 trimmed existing stakes and 303 added.
The largest buyer was Dodge & Cox, opening a new position worth an estimated $829M. The largest seller was Western Asset Management Company, exiting entirely with an estimated $1.02B sold.
- 1,081 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2022, down from 1,132 in Q4 2021.
- Funds reported $32.6B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2022, down 7% quarter-over-quarter.
- 118 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2022 and 157 closed out, a net change of -39 holders.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q1 2022 was Dodge & Cox, an estimated $829M added.
- The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q1 2022 was Western Asset Management Company, an estimated $1.02B sold.
Based on aggregated 13F filings for Q1 2022.