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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
FC
401
Fusion Capital
South Carolina
$3.14M +$182K +1,333 +6%
VAS
402
Vestmark Advisory Solutions
Massachusetts
$3.12M +$1.01M +7,436 +47%
WIA
403
Wealthstreet Investment Advisors
Texas
$3.06M +$184K +1,351 +6%
SWA
404
Sutton Wealth Advisors
Florida
$3.03M +$634K +4,651 +26%
OMC
405
Old Mission Capital
Illinois
$3M +$3.04M +22,276 New
MIAN
406
Mariner Independent Advisor Network
Kansas
$2.98M +$308K +2,257 +11%
NSB
407
Norway Savings Bank
Maine
$2.98M -$459K -3,367 -13%
AIA
408
Avalon Investment & Advisory
Texas
$2.96M -$23.6M -172,781 -89%
BAM
409
Belpointe Asset Management
Nevada
$2.95M +$18.4K +135 +0.6%
VC
410
Veracity Capital
Georgia
$2.93M +$62.7K +460 +2%
MFG
411
Menard Financial Group
Texas
$2.92M +$1.14M +8,380 +63%
RFA
412
Reilly Financial Advisors
California
$2.91M +$2.95M +21,635 New
KPWS
413
Kestra Private Wealth Services
Texas
$2.88M +$2.91M +21,377 New
WPC
414
White Pine Capital
Minnesota
$2.86M +$40.9K +300 +1%
Northern Trust
415
Northern Trust
Illinois
$2.81M +$32.7M +239,903 +14%
LAM
416
LifePro Asset Management
California
$2.79M +$449K +3,296 +19%
TI
417
Tidal Investments
Wisconsin
$2.77M +$621K +4,558 +29%
CNB
418
Camden National Bank
Maine
$2.75M +$685K +5,028 +33%
IFO
419
Independent Family Office
New York
$2.74M
CM
420
Cornerstone Management
Georgia
$2.73M +$252K +1,852 +10%
EW
421
Evoke Wealth
California
$2.72M +$1.71M +12,578 +165%
SWM
422
SigFig Wealth Management
California
$2.71M +$1.07M +7,877 +65%
APC
423
Aspire Private Capital
North Carolina
$2.7M -$488K -3,579 -15%
IWM
424
IHT Wealth Management
Illinois
$2.69M +$863K +6,329 +46%
VCM
425
Virtue Capital Management
Tennessee
$2.67M -$413K -3,030 -13%

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.