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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
FCC
351
Florin Court Capital
United Kingdom
$4.43M +$1.42M +10,400 +46%
FNBOSM
352
First National Bank of South Miami
Florida
$4.37M +$2.37M +17,385 +116%
MOS
353
MGO One Seven
Ohio
$4.32M +$1.1M +8,071 +34%
WEPOG
354
Wealth Enhancement & Preservation of GA
Georgia
$4.32M +$4.36M +32,000 New
WI
355
Wintrust Investments
Illinois
$4.26M +$198K +1,449 +5%
ATPW
356
Ashton Thomas Private Wealth
Arizona
$4.22M +$1.01M +7,376 +31%
WAM
357
Wealthspire Advisors (Maryland)
Maryland
$4.2M +$2.61M +19,137 +159%
Ensign Peak Advisors
358
Ensign Peak Advisors
Utah
$4.19M
CCA
359
Cobblestone Capital Advisors
New York
$4.18M +$224K +1,642 +6%
WS
360
Wedbush Securities
California
$4.17M +$1.53M +11,205 +57%
WCM
361
Washburn Capital Management
Florida
$4.17M +$1.79M +13,108 +74%
SAM
362
SignalPoint Asset Management
Missouri
$4.15M -$501K -3,677 -11%
ACP
363
Aveo Capital Partners
Colorado
$4.09M +$4.14M +30,359 New
IWP
364
Insight Wealth Partners
Texas
$4.09M -$6.22M -45,602 -60%
HIIFS
365
Harel Insurance Investments & Financial Services
Israel
$4.07M -$602K -4,415 -13%
EWA
366
ERTS Wealth Advisors
Michigan
$4.04M +$557K +4,088 +16%
DAS
367
Dynamic Advisor Solutions
Arizona
$4M +$1.61M +11,792 +66%
MWM
368
Mattern Wealth Management
Kansas
$3.94M +$3.98M +29,228 New
FA
369
FMA Advisory
Pennsylvania
$3.91M +$146K +1,071 +4%
State of Tennessee, Department of Treasury
370
State of Tennessee, Department of Treasury
Tennessee
$3.89M -$9.16M -67,207 -70%
HIP
371
Harrell Investment Partners
Texas
$3.85M +$841K +6,166 +27%
PRS
372
Pinkerton Retirement Specialists
Idaho
$3.82M +$3.87M +28,360 New
AF
373
Advisornet Financial
Minnesota
$3.81M -$828K -6,072 -18%
WANY
374
Wealthspire Advisors (New York)
New York
$3.79M +$291K +2,132 +8%
WCM
375
Windsor Capital Management
Arizona
$3.77M +$134K +986 +4%

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.