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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,044 hedge funds and large institutions have $46.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 498 increasing their positions, 287 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 287

31% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 71

7% more capital invested

Capital invested by funds: $43.7B → $46.8B (+$3.09B)

4.02% more ownership

Funds ownership: 81.18%85.2% (+4%)

1% more funds holding

Funds holding: 1,0301,044 (+14)

2% less funds holding in top 10

Funds holding in top 10: 157154 (-3)

62% less call options, than puts

Call options by funds: $3.09B | Put options by funds: $8.2B

Holders
1,044
Holders Change
+14
Holders Change %
+1.36%
% of All Funds
21.07%
Holding in Top 10
154
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.91%
% of All Funds
3.11%
New
93
Increased
498
Reduced
287
Closed
71
Calls
$3.09B
Puts
$8.2B
Net Calls
-$5.11B
Net Calls Change
-$4.17B
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$11M +$432K +3,167 +4%
CIP
227
Capital Insight Partners
Arizona
$11M +$45.3K +332 +0.4%
HI
228
Hudock Inc
Pennsylvania
$10.9M +$417K +3,057 +4%
RRWA
229
Rainey & Randall Wealth Advisors
Florida
$10.9M +$10.3M +75,780 +1,522%
RFC
230
Regions Financial Corp
Alabama
$10.9M -$117K -855 -1%
CA
231
Cetera Advisors
Colorado
$10.7M +$1.86M +13,639 +21%
EF
232
Empowered Funds
Pennsylvania
$10.6M +$10.8M +78,945 New
CAN
233
Cetera Advisor Networks
California
$10.6M +$1.81M +13,291 +20%
TCM
234
Twele Capital Management
Minnesota
$10.6M -$229K -1,677 -2%
KFP
235
KMG Fiduciary Partners
Ohio
$10.4M -$259K -1,899 -2%
LC
236
Lavaca Capital
Texas
$10.2M +$10.3M +75,800 New
NFG
237
Next Financial Group
Texas
$10.2M -$3.79M -27,821 -27%
Grantham, Mayo, Van Otterloo & Co (GMO)
238
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.1M -$55.7M -408,450 -85%
ANTB
239
AMG National Trust Bank
Colorado
$10.1M +$971K +7,120 +11%
HCM
240
HMS Capital Management
Tennessee
$10M -$85.3K -626 -0.8%
SEI Investments
241
SEI Investments
Pennsylvania
$10M -$3.05M -22,357 -23%
BHWM
242
Bar Harbor Wealth Management
New Hampshire
$10M +$819K +6,008 +9%
First Trust Advisors
243
First Trust Advisors
Illinois
$9.96M -$2.47M -18,139 -20%
BBA
244
BLB&B Advisors
Pennsylvania
$9.96M +$627K +4,601 +7%
SWP
245
Strategic Wealth Partners
Ohio
$9.94M +$5.14M +37,705 +104%
SMG
246
Spectrum Management Group
Indiana
$9.83M +$489K +3,586 +5%
W
247
WealthOne
New York
$9.8M +$620K +4,546 +7%
MWA
248
MFA Wealth Advisors
Pennsylvania
$9.79M +$2.13M +15,588 +27%
CI
249
Conning Inc
Connecticut
$9.79M +$5.8M +42,535 +141%
CB
250
Commerce Bank
Missouri
$9.79M +$5.11M +37,494 +107%

LQD Hedge Fund Activity: Q3 2020 in Review

1,044 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2020, worth a combined $46.8B — up 7.1% from $43.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new LQD positions and 71 closed out — a net gain of 22 holders — while 498 added to existing stakes and 287 trimmed.

The largest buyer was BlackRock, adding an estimated $2.4B. The largest seller was Prudential plc, cutting an estimated $1.23B.

  • 1,044 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2020, up from 1,030 in Q2 2020.
  • Funds reported $46.8B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2020, up 7.1% quarter-over-quarter.
  • 93 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2020 and 71 closed out, a net change of +22 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $2.4B added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2020 was Prudential plc, an estimated $1.23B sold.

Based on aggregated 13F filings for Q3 2020.