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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
APW
476
Aurora Private Wealth
New Jersey
$1.92M +$629K +4,611 +48%
AWM
477
Alterna Wealth Management
Texas
$1.92M -$1.85M -13,602 -49%
PP
478
Professional Planning
California
$1.88M +$243K +1,780 +15%
PP
479
Pacifica Partners
Canada
$1.86M +$17.2K +126 +0.9%
CAAS
480
Capital Asset Advisory Services
Michigan
$1.83M +$123K +904 +7%
AP
481
Agilis Partners
Massachusetts
$1.82M +$135K +991 +8%
CI
482
Cambiar Investors
Colorado
$1.81M -$46.4K -340 -2%
AFC
483
AFT Forsyth & Company
Florida
$1.79M +$454K +3,327 +33%
PAG
484
Private Advisory Group
Washington
$1.78M +$169K +1,241 +10%
SP
485
Successful Portfolios
Florida
$1.78M +$430K +3,151 +31%
HWM
486
Hohimer Wealth Management
Washington
$1.77M +$112K +824 +7%
Walleye Trading
487
Walleye Trading
New York
$1.74M -$214K -1,567 -11%
Massachusetts Financial Services
488
Massachusetts Financial Services
Massachusetts
$1.74M
IIM
489
Ipswich Investment Management
Massachusetts
$1.72M +$177K +1,300 +11%
SWM
490
SeaCrest Wealth Management
New York
$1.72M -$1.26M -9,259 -42%
SCM
491
Stonehearth Capital Management
Massachusetts
$1.71M +$1.73M +12,694 New
GTAM
492
Global Trust Asset Management
Florida
$1.7M +$177K +1,300 +11%
JIP
493
Jaffetilchin Investment Partners
Florida
$1.69M -$6.65M -48,812 -80%
NCM
494
Neumann Capital Management
California
$1.68M +$579K +4,249 +52%
VCA
495
Verdence Capital Advisors
Maryland
$1.68M +$126K +925 +8%
WA
496
WESPAC Advisors
California
$1.66M -$46.5K -341 -3%
KA
497
Kovack Advisors
Florida
$1.65M +$380K +2,784 +30%
EPP
498
ETF Portfolio Partners
Kansas
$1.63M -$37.1K -272 -2%
SPP
499
Single Point Partners
Massachusetts
$1.62M -$56.2K -412 -3%
ECA
500
Elevated Capital Advisors
Utah
$1.61M -$402K -2,946 -20%

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.