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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
MWM
676
Madison Wealth Management
Ohio
$605K
RWB
677
RMR Wealth Builders
New Jersey
$602K +$528K +3,875 +652%
MAP
678
Milestone Advisory Partners
North Carolina
$600K
PPG
679
Peak Planning Group
Colorado
$599K +$607K +4,449 New
Fiera Capital (Canada)
680
Fiera Capital (Canada)
Quebec, Canada
$598K +$22.8K +167 +4%
CIAS
681
Capital Investment Advisory Services
North Carolina
$590K -$13.6K -100 -2%
RG
682
Retirement Group
California
$590K +$2.59K +19 +0.4%
BI
683
Ballast Inc
Kentucky
$588K +$142K +1,041 +31%
AFC
684
Adaptive Financial Consulting
Ohio
$564K +$26.3K +193 +5%
MWM
685
Mission Wealth Management
California
$560K +$314K +2,303 +124%
RFWA
686
RPg Family Wealth Advisory
Massachusetts
$558K +$682 +5 +0.1%
VWA
687
Visionary Wealth Advisors
Illinois
$556K -$35.3K -259 -6%
UFF
688
USA Financial Formulas
Michigan
$552K -$1.47M -10,774 -72%
UAS
689
United Asset Strategies
New York
$552K +$17.6K +129 +3%
FA
690
FDx Advisors
Illinois
$551K -$710K -5,206 -56%
PWLP
691
Prio Wealth Limited Partnership
Massachusetts
$550K
FPCG
692
Fort Pitt Capital Group
Pennsylvania
$546K -$461K -3,383 -45%
SIM
693
Symetra Investment Management
Connecticut
$539K
JWCA
694
J.W. Coons Advisors
Ohio
$536K +$110K +810 +26%
CFA
695
Carroll Financial Associates
North Carolina
$535K -$1.01M -7,433 -65%
LPIC
696
LeJeune Puetz Investment Counsel
Michigan
$531K -$3.14K -23 -0.6%
WSFS
697
Wilmington Savings Fund Society
Delaware
$530K -$93.5K -686 -15%
MRC
698
Millburn Ridgefield Corp
New York
$526K +$233K +1,707 +78%
HIS
699
Horizon Investment Services
Indiana
$525K +$4.09K +30 +0.8%
PJSIMP
700
P.J. Schmidt Investment Management (PJS)
Wisconsin
$525K +$528K +3,874 New

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.