iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
1,080 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 119 funds opening new positions, 303 increasing their positions, 482 reducing their positions, and 158 closing their positions.
7.63% more ownership
Funds ownership: 90.7% → 98.33% (+7.6%)
5% less funds holding
Funds holding: 1,131 → 1,080 (-51)
7% less capital invested
Capital invested by funds: $35.2B → $32.6B (-$2.55B)
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: 119 | Existing positions closed: 158
37% less repeat investments, than reductions
Existing positions increased: 303 | Existing positions reduced: 482
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 |
Financial Engines Advisors
Santa Clara,
California
|
+$512M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$480M |
| 4 |
BlackRock
New York
|
+$289M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$252M |
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
1,080 of the 6,360 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 7.3% from $35.2B a quarter earlier.
Sellers outnumbered buyers: 158 funds closed out of LQD and 119 opened new positions — a net loss of 39 holders — while 482 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.
- 1,080 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2022, down from 1,131 in Q4 2021.
- Funds reported $32.6B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2022, down 7.3% quarter-over-quarter.
- 119 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2022 and 158 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.