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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
RPWA
701
Regent Peak Wealth Advisors
Georgia
$523K -$25.9K -190 -5%
FANJ
702
Financial Architects (New Jersey)
New Jersey
$523K +$14.3K +105 +3%
ACA
703
Affinity Capital Advisors
California
$521K -$104K -764 -17%
LAS
704
Lloyd Advisory Services
Georgia
$518K -$185K -1,355 -26%
TAM
705
Townsend Asset Management
North Carolina
$513K +$97.9K +718 +23%
ICM
706
IMS Capital Management
Oregon
$512K
CNBTD
707
Citizens National Bank Trust Department
Mississippi
$506K
Squarepoint
708
Squarepoint
New York
$502K -$21.4M -157,130 -98%
IC
709
Inscription Capital
Texas
$496K +$35.6K +261 +8%
TFS
710
Thoroughbred Financial Services
Tennessee
$496K +$502K +3,682 New
GVAG
711
Great Valley Advisor Group
Delaware
$478K +$224K +1,643 +86%
PCMK
712
Paragon Capital Management (Kansas)
Kansas
$475K
FRA
713
Front Row Advisors
California
$473K
SIM
714
Sadoff Investment Management
Wisconsin
$473K
AMIM
715
Aull & Monroe Investment Management
Alabama
$472K
CIA
716
Choate Investment Advisors
Massachusetts
$472K +$42.8K +314 +10%
IIA
717
IPG Investment Advisors
California
$472K +$84.9K +623 +22%
MA
718
MONECO Advisors
Connecticut
$471K +$64.2K +471 +16%
AIC
719
Ameritas Investment Company
Nebraska
$470K
BP
720
Ballentine Partners
Massachusetts
$469K +$475K +3,485 New
BAAM
721
Baker Avenue Asset Management
California
$467K +$11.6K +85 +3%
CT
722
Caldwell Trust
Florida
$458K
BC
723
Bartlett & Co
Ohio
$454K +$136K +1,000 +42%
BCWM
724
Bartlett & Co Wealth Management
Ohio
$454K +$136K +1,000 +42%
WA
725
Wealth Alliance
New York
$453K +$204K +1,494 +80%

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.