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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
DILIC
26
Dai-ichi Life Insurance Company
Japan
$389M +$25.6M +187,560 +7%
Barclays
27
Barclays
United Kingdom
$368M -$315M -2,307,406 -46%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$349M -$152M -1,112,516 -30%
AssetMark Inc
29
AssetMark Inc
California
$331M +$112M +818,573 +50%
PCA
30
Personal Capital Advisors
California
$325M +$26.4M +193,623 +9%
Osaic Holdings
31
Osaic Holdings
Arizona
$323M +$42.9M +314,755 +15%
UIM
32
USS Investment Management
United Kingdom
$322M
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$310M +$51.8M +380,000 +20%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$306M +$2.7M +19,782 +0.9%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$284M +$287M +2,104,687 New
SOMRS
36
State of Michigan Retirement System
Michigan
$265M +$82.4M +604,500 +44%
Bank of Nova Scotia
37
Bank of Nova Scotia
Ontario, Canada
$263M -$9.63M -70,643 -3%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$255M +$307M +2,254,899 +356%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$246M +$23M +169,002 +10%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$237M +$59.6M +437,265 +33%
Principal Financial Group
41
Principal Financial Group
Iowa
$233M +$62.5M +458,436 +36%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$210M +$192M +1,408,000 +939%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$205M +$1.24M +9,108 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
44
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M -$61.4M -450,000 -23%
SG Americas Securities
45
SG Americas Securities
New York
$201M +$158M +1,156,636 +347%
VA
46
Valmark Advisers
Ohio
$190M +$675K +4,954 +0.4%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$190M +$46.6M +341,600 +32%
SFM
48
Soros Fund Management
New York
$181M -$5.62M -41,250 -3%
PAS
49
Park Avenue Securities
New York
$174M +$10.9M +79,813 +7%
CS
50
Credit Suisse
Switzerland
$167M -$24.8M -181,992 -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.