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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
TYCC
626
Texas Yale Capital Corp
Florida
$785K +$273 +2 +0%
CFS
627
Cannon Financial Strategists
Georgia
$778K -$283K -2,078 -26%
DC
628
Davenport & Co
Virginia
$778K +$118K +864 +18%
SS
629
Sunbelt Securities
Texas
$775K +$396K +2,908 +102%
CAG
630
Crestwood Advisors Group
Massachusetts
$770K -$12.3K -90 -2%
HCP
631
Hexagon Capital Partners
Arkansas
$765K +$779K +5,717 New
LTI
632
Laffer Tengler Investments
Tennessee
$764K +$526K +3,859 +213%
TCM
633
Teza Capital Management
Illinois
$759K
CW
634
CreativeOne Wealth
Kansas
$755K -$90.1K -661 -11%
NB
635
Northwest Bancshares
Pennsylvania
$743K -$46.2K -339 -6%
SFSIG
636
San Francisco Sentry Investment Group
California
$741K +$646K +4,740 +622%
EP
637
Eudaimonia Partners
Tennessee
$740K +$71.2K +522 +11%
PA
638
Procyon Advisors
Connecticut
$737K +$245K +1,800 +49%
NWS
639
Newport Wealth Strategies
California
$732K -$170K -1,250 -19%
CF
640
Centaurus Financial
California
$731K +$152K +1,118 +26%
PCA
641
Providence Capital Advisors
North Carolina
$724K +$19.2K +141 +3%
PFBT
642
Parkside Financial Bank & Trust
Missouri
$708K -$532K -3,900 -43%
BAM
643
BTS Asset Management
Massachusetts
$704K +$415K +3,041 +139%
LWM
644
Laidlaw Wealth Management
New York
$700K +$273 +2 +0%
AFAS
645
Acorn Financial Advisory Services
Virginia
$692K -$4.5K -33 -0.6%
1IA
646
1834 Investment Advisors
Wisconsin
$692K +$273 +2 +0%
TI
647
Trexquant Investment
Connecticut
$688K +$697K +5,110 New
KM
648
Kalos Management
Georgia
$682K +$340K +2,495 +97%
SG
649
StoneX Group
New York
$681K +$222K +1,631 +48%
EWM
650
Edge Wealth Management
New York
$679K

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.