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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
HB
601
Homrich & Berg
Georgia
$881K -$1.4M -10,285 -61%
LW
602
Linscomb Wealth
Texas
$878K -$76.9K -564 -8%
BPC
603
Banque Pictet & Cie
Switzerland
$877K -$377K -2,768 -30%
AFS
604
Aft Forsyth & Sober
Florida
$876K
GCAC
605
Guardian Capital Advisors (Canada)
Ontario, Canada
$867K
DADC
606
D.A. Davidson & Co
Montana
$866K +$249K +1,828 +40%
IFG
607
Independent Financial Group
California
$865K +$92.8K +681 +12%
KMWM
608
Keudell/Morrison Wealth Management
Oregon
$855K
WIA
609
World Investment Advisors
California
$855K +$31.5K +231 +4%
PWW
610
Pettyjohn Wood & White
Virginia
$845K
TF
611
Tompkins Financial
New York
$840K +$850K +6,237 New
SWRP
612
Summit Wealth & Retirement Planning
California
$839K -$32.4K -238 -4%
MWA
613
Moser Wealth Advisors
Washington
$837K +$554K +4,065 +190%
KBFS
614
Kohmann Bosshard Financial Services
Ohio
$827K
PFG
615
Piershale Financial Group
Illinois
$825K +$835K +6,124 New
CBFP
616
Cedar Brook Financial Partners
Ohio
$818K +$76.9K +564 +10%
GSWM
617
Golden State Wealth Management
California
$817K +$827K +6,063 New
SCM
618
SCS Capital Management
Massachusetts
$815K -$31.2K -229 -4%
CAN
619
Claraphi Advisory Network
United States
$804K +$428K +3,136 +111%
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
$798K +$136K +1,000 +20%
AWMG
621
Alliance Wealth Management Group
New Jersey
$797K +$29.3K +215 +4%
FCCM
622
First City Capital Management
Georgia
$796K +$400K +2,933 +100%
CCA
623
Catalyst Capital Advisors
New York
$795K
AA
624
Alesco Advisors
New York
$791K
SAM
625
Strategy Asset Managers
California
$790K +$168K +1,230 +27%

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.