We are live on ! Find out more
LQD icon

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
AIA
451
Arrow Investment Advisors
Maryland
$2.22M -$211K -1,551 -9%
PAM
452
Peak Asset Management
Colorado
$2.19M +$1.77M +12,974 +391%
PWM
453
Perigon Wealth Management
California
$2.18M +$1.58M +11,623 +255%
FC
454
FCA Corp
Texas
$2.17M +$54.8K +402 +3%
SCG
455
Sonata Capital Group
Washington
$2.17M +$157K +1,153 +8%
ACP
456
Ashfield Capital Partners
California
$2.17M +$101K +741 +5%
B
457
Bellecapital
Switzerland
$2.15M +$359K +2,631 +20%
RIM
458
Rampart Investment Management
Connecticut
$2.12M -$546K -4,008 -20%
KLCM
459
KG&L Capital Management
Louisiana
$2.11M +$37.2K +273 +2%
CHC
460
City Holding Co
West Virginia
$2.1M +$123K +900 +6%
RC
461
Rovin Capital
Arizona
$2.1M -$2.41M -17,670 -53%
HIM
462
Hanlon Investment Management
New Jersey
$2.09M +$935K +6,860 +79%
SWA
463
Stratos Wealth Advisors
Ohio
$2.08M +$1.24M +9,123 +145%
Bank Julius Baer & Co
464
Bank Julius Baer & Co
Switzerland
$2.07M -$11.5M -84,697 -85%
Bessemer Group
465
Bessemer Group
New Jersey
$2.06M
PVH
466
Psagot Value Holdings
Israel
$2.06M -$409K -3,000 -16%
SSWM
467
Sheets Smith Wealth Management
North Carolina
$2.06M -$104K -763 -5%
IC
468
Intersect Capital
California
$2.04M +$3.41K +25 +0.2%
CA
469
Cambridge Advisors
Nebraska
$2.02M +$136 +1 +0%
NL
470
NWAM LLC
Washington
$2.02M -$4.62M -33,860 -69%
LSPW
471
Lake Street Private Wealth
Illinois
$2.02M -$21.8K -160 -1%
TNB
472
TCF National Bank
South Dakota
$2.01M +$259K +1,899 +15%
AWM
473
Avitas Wealth Management
California
$1.97M +$1.2M +8,775 +149%
GEM
474
Global Endowment Management
North Carolina
$1.95M
WWM
475
Western Wealth Management
Colorado
$1.94M +$72.8K +534 +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.