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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
COF
651
Capital One Financial
Virginia
$677K -$179K -1,316 -21%
FHC
652
First Horizon Corporation
Tennessee
$676K +$685K +5,023 New
HCA
653
Harbour Capital Advisors
Virginia
$675K -$16.1K -118 -2%
CG
654
Cutler Group
California
$673K -$3.02M -22,173 -82%
FT
655
Fiduciary Trust
Massachusetts
$670K
VAM
656
Verity Asset Management
North Carolina
$668K +$140K +1,026 +26%
BS
657
Boenning & Scattergood
Pennsylvania
$664K
SCM
658
Symons Capital Management
Pennsylvania
$661K +$669K +4,907 New
BAM
659
Bruderman Asset Management
New York
$655K +$7.23K +53 +1%
TF
660
TimeScale Financial
Massachusetts
$654K +$273 +2 +0%
HIMC
661
Heritage Investors Management Corp
Maryland
$652K +$161K +1,180 +32%
CFB
662
Cullen/Frost Bankers
Texas
$649K +$40.2K +295 +7%
KF
663
Krilogy Financial
Missouri
$641K +$132K +968 +26%
AA
664
Ancora Advisors
Ohio
$639K +$526K +3,856 +434%
SBL
665
Sargent Bickham Lagudis
Colorado
$638K +$104K +760 +19%
UIA
666
UBP Investment Advisors
Switzerland
$633K
VAG
667
VisionPoint Advisory Group
Texas
$630K +$26.2K +192 +4%
CCM
668
Crabel Capital Management
California
$627K +$635K +4,657 New
FFBTD
669
First Financial Bank - Trust Division
Ohio
$626K -$129K -948 -17%
V
670
VeraBank
Texas
$623K
WSTAM
671
Wilbanks Smith & Thomas Asset Management
Virginia
$622K -$34.8K -255 -5%
PIA
672
Perennial Investment Advisors
California
$620K +$213K +1,559 +52%
AFP
673
Ausdal Financial Partners
Iowa
$612K +$619K +4,539 New
OIA
674
Optimum Investment Advisors
Illinois
$611K -$58.6K -430 -9%
LWAC
675
Laurel Wealth Advisors (California)
California
$609K -$56.6K -415 -8%

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.