iShares iBoxx $ Investment Grade Corporate Bond ETF
987 hedge funds and large institutions have $29.6B 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, 384 reducing their positions, and 115 closing their positions.
9% more funds holding in top 10
Funds holding in top 10: 77 → 84 (+7)
2.43% more ownership
Funds ownership: 95.86% → 98.29% (+2.4%)
1% more capital invested
Capital invested by funds: $29.5B → $29.6B (+$177M)
0% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 115
2% less funds holding
Funds holding: 1,005 → 987 (-18)
14% less repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 384
59% less call options, than puts
Call options by funds: $2.48B | Put options by funds: $6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$1.07B |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$711M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$456M |
| 4 |
AB
Aozora Bank
Tokyo,
Japan
|
+$312M |
| 5 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
+$245M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$530M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$399M |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$264M |
| 4 |
Goldman Sachs
New York
|
-$223M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$198M |
LQD Hedge Fund Activity: Q3 2022 in Review
987 of the 5,828 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 $29.6B — up 0.6% from $29.5B a quarter earlier.
Fund positioning in LQD was balanced in Q3 2022: 115 funds opened new positions, 115 closed out, 330 added to existing stakes and 384 trimmed.
The largest buyer was Prudential Financial, adding an estimated $1.07B. The largest seller was Bank of America, cutting an estimated $530M.
- 987 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2022, down from 1,005 in Q2 2022.
- Funds reported $29.6B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2022, up 0.6% quarter-over-quarter.
- 115 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2022 and 115 closed out, a net change of 0 holders.
- 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.