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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
TWM
551
Titus Wealth Management
California
$1.17M +$10.2K +75 +0.9%
TW
552
TrinityPoint Wealth
Connecticut
$1.17M +$111K +812 +10%
C
553
Clearshares
New York
$1.16M
FNBT
554
FineMark National Bank & Trust
Florida
$1.15M -$44.3K -325 -4%
KFC
555
Klingenstein Fields & Co
New York
$1.14M
LNC
556
Lincoln National Corp
Pennsylvania
$1.14M +$260K +1,907 +29%
CCT
557
Country Club Trust
Missouri
$1.13M +$1.15M +8,418 New
WHG
558
Westwood Holdings Group
Texas
$1.12M +$1.14M +8,346 New
PCM
559
Palouse Capital Management
Washington
$1.1M -$67.6K -496 -6%
LC
560
Lindbrook Capital
California
$1.1M +$553K +4,058 +99%
TA
561
TFG Advisers
Michigan
$1.1M +$18.1K +133 +2%
SLF
562
Sun Life Financial
Ontario, Canada
$1.08M
WB
563
Webster Bank
Connecticut
$1.08M +$400K +2,934 +58%
WR
564
Watson Rebecca
$1.08M -$172K -1,258 -14%
IA
565
IFG Advisory
Georgia
$1.08M +$372K +2,731 +52%
GCA
566
Gradient Capital Advisors
California
$1.06M +$126K +927 +13%
PPSG
567
Princeton Portfolio Strategies Group
New Jersey
$1.05M -$1.31M -9,605 -55%
CCM
568
Canal Capital Management
Virginia
$1.05M -$1.74M -12,771 -62%
VVP
569
Venture Visionary Partners
Ohio
$1.05M +$410K +3,010 +63%
AAA
570
Adams Asset Advisors
Texas
$1.05M -$29.4K -216 -3%
CIC
571
Carnegie Investment Counsel
Ohio
$1.03M +$655K +4,805 +171%
1SB
572
1ST Source Bank
Indiana
$1.02M +$107K +786 +12%
HTC
573
Haverford Trust Company
Pennsylvania
$1.02M
SCM
574
Spreng Capital Management
Ohio
$1.02M
DI
575
Disciplined Investments
Oklahoma
$998K -$293K -2,147 -22%

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.