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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
WB
326
WesBanco Bank
West Virginia
$5.29M +$1.74M +12,735 +48%
EA
327
Emerald Advisors
Washington
$5.28M +$611K +4,485 +13%
DLDF
328
Dan L. Duncan Foundation
Texas
$5.26M +$34.9K +256 +0.7%
CT
329
Coastline Trust
Rhode Island
$5.18M +$405K +2,970 +8%
WP
330
WealthShield Partners
North Carolina
$5.18M +$1.25M +9,201 +31%
WQ
331
Wealth Quarterback
New Jersey
$5.14M
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$5.11M -$660K -4,839 -11%
William Blair & Company
333
William Blair & Company
Illinois
$5.1M +$761K +5,580 +17%
TCM
334
Traynor Capital Management
Pennsylvania
$5.07M +$225K +1,649 +5%
RWA
335
Redhawk Wealth Advisors
Minnesota
$5.02M -$1.64M -12,061 -24%
PCIA
336
Prime Capital Investment Advisors
Kansas
$5.01M +$702K +5,150 +16%
CCM
337
Condor Capital Management
New Jersey
$5.01M +$2.59K +19 +0.1%
RC
338
Roundview Capital
New Jersey
$4.99M +$510K +3,739 +11%
M&T Bank
339
M&T Bank
New York
$4.95M -$85.8K -629 -2%
PVI
340
Partners Value Investments
Bermuda
$4.92M +$4.98M +36,515 New
ACA
341
Anchor Capital Advisors
Massachusetts
$4.91M -$33.4K -245 -0.7%
Parallax Volatility Advisers
342
Parallax Volatility Advisers
California
$4.89M -$5.83M -42,794 -54%
MCM
343
Maryland Capital Management
Maryland
$4.87M +$162K +1,188 +3%
SFA
344
Sequoia Financial Advisors
Ohio
$4.73M -$63.3K -464 -1%
FFN
345
Focus Financial Network
Minnesota
$4.64M +$4.69M +34,426 New
CIM
346
Confluence Investment Management
Missouri
$4.63M -$4.37M -32,027 -48%
KC
347
Kepos Capital
New York
$4.59M -$9.05M -66,400 -66%
VC
348
Vicus Capital
Pennsylvania
$4.54M -$132K -965 -3%
CWG
349
Cornerstone Wealth Group
North Carolina
$4.53M +$1.01M +7,423 +28%
PA
350
Probity Advisors
Texas
$4.5M +$75.8K +556 +2%

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.