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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
Bank of America
1
Bank of America
North Carolina
$3.31B -$530M -4,804,939 -13%
N
2
Nuveen
North Carolina
$2.56B – – –
Fisher Asset Management
3
Fisher Asset Management
Washington
$2.26B +$711M +6,447,485 +41%
BlackRock
4
BlackRock
New York
$1.76B -$42.1M -381,782 -2%
Prudential Financial
5
Prudential Financial
New Jersey
$1.36B +$1.07B +9,696,485 +270%
Ameriprise
6
Ameriprise
Minnesota
$1.31B +$78.8M +715,290 +6%
Morgan Stanley
7
Morgan Stanley
New York
$1.09B +$39.1M +354,304 +3%
Financial Engines Advisors
8
Financial Engines Advisors
California
$1.04B -$3.86M -35,027 -0.3%
MYLI
9
Meiji Yasuda Life Insurance
Japan
$775M – – –
AIMU
10
Allianz Investment Management US
Minnesota
$578M +$3.31M +30,000 +0.5%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$531M +$26.5M +240,573 +5%
Wealthfront Advisers
12
Wealthfront Advisers
California
$503M +$1.4M +12,661 +0.3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$478M +$456M +4,139,895 +792%
PCA
14
Personal Capital Advisors
California
$455M +$17.7M +160,219 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$423M +$202M +1,828,817 +79%
NI
16
NYL Investors
New York
$366M -$49.7M -451,207 -11%
Wells Fargo
17
Wells Fargo
California
$359M +$44.9M +407,199 +13%
NMIFOAC
18
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$351M – – –
DILIC
19
Dai-ichi Life Insurance Company
Japan
$347M – – –
SOMRS
20
State of Michigan Retirement System
Michigan
$317M – – –
UBS Group
21
UBS Group
Switzerland
$296M -$18.4M -167,155 -5%
AssetMark Inc
22
AssetMark Inc
California
$293M -$49.9M -452,638 -14%
AB
23
Aozora Bank
Japan
$290M +$312M +2,830,000 New
Members Trust
24
Members Trust
Florida
$281M +$240M +2,181,115 +390%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$255M -$78.1M -708,589 -22%
1
2 3 4 5

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.