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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
MMA
276
Miracle Mile Advisors
California
$7.54M +$991K +7,268 +15%
BWP
277
Bernardo Wealth Planning
Pennsylvania
$7.46M +$1.67M +12,217 +28%
I
278
INVST
Indiana
$7.46M +$1.21M +8,857 +19%
TCM
279
Towercrest Capital Management
Pennsylvania
$7.45M +$334K +2,448 +5%
ACM
280
Advisors Capital Management
New Jersey
$7.36M +$235K +1,726 +3%
RWG
281
Regal Wealth Group
California
$7.32M +$246K +1,805 +3%
A
282
AdvicePeriod
California
$7M -$421K -3,088 -6%
AC
283
Alexandria Capital
Virginia
$6.97M -$193K -1,419 -3%
DCM
284
Donaldson Capital Management
Indiana
$6.9M +$769K +5,640 +12%
KCM
285
Karp Capital Management
California
$6.88M -$8.8M -64,544 -56%
OWA
286
Outlook Wealth Advisors
Texas
$6.87M -$798K -5,850 -10%
FAIM
287
Financial Advocates Investment Management
Washington
$6.87M +$2.01M +14,709 +41%
GWM
288
Geneos Wealth Management
Colorado
$6.83M -$151K -1,111 -2%
SCP
289
Silverleafe Capital Partners
Tennessee
$6.8M +$864K +6,337 +14%
EGA
290
E&G Advisors
Texas
$6.78M -$14.3K -105 -0.2%
SWP
291
Summit Wealth Partners
Florida
$6.68M +$273K +2,002 +4%
PAA
292
Peregrine Asset Advisers
Oregon
$6.62M -$5.16M -37,883 -44%
Axa
293
Axa
France
$6.56M +$713K +5,228 +12%
BHWM
294
Bay Harbor Wealth Management
Maryland
$6.46M +$932K +6,834 +17%
Wellington Management Group
295
Wellington Management Group
Massachusetts
$6.42M
LWM
296
Liberty Wealth Management
California
$6.34M +$1M +7,344 +18%
RA
297
RFG Advisory
Alabama
$6.23M +$810K +5,943 +15%
FFC
298
Fure Financial Corporation
Minnesota
$6.2M +$38.9K +285 +0.6%
Neuberger Berman Group
299
Neuberger Berman Group
New York
$6.17M -$2.16M -15,834 -26%
PFPT
300
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.13M -$710K -5,205 -10%

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.