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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
Stifel Financial
51
Stifel Financial
Missouri
$165M +$27.3M +200,343 +19%
Victory Capital Management
52
Victory Capital Management
Texas
$162M -$107M -787,763 -40%
PAM
53
Panagora Asset Management
Massachusetts
$159M +$1.99M +14,562 +1%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154M +$9.19M +67,371 +6%
BA
55
Bridgewater Associates
Connecticut
$146M +$9.07M +66,528 +7%
ECM
56
ETrade Capital Management
Virginia
$146M +$31M +227,714 +27%
MOACM
57
Mutual of America Capital Management
New York
$145M +$40.2M +295,039 +38%
Truist Financial
58
Truist Financial
North Carolina
$144M +$18.3M +134,085 +14%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$140M -$4.37M -32,047 -3%
Prudential Financial
60
Prudential Financial
New Jersey
$139M -$321K -2,352 -0.2%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$116M +$39.8M +291,800 +51%
EMPI
62
Elo Mutual Pension Insurance
Finland
$115M
AC
63
Allstate Corporation
Illinois
$114M +$2.29M +16,802 +2%
PAMU
64
Pictet Asset Management (UK)
United Kingdom
$112M +$58.7M +430,725 +108%
AAS
65
Avantax Advisory Services
Texas
$110M +$27.8M +204,131 +33%
VFA
66
Voya Financial Advisors
Connecticut
$106M +$46.5M +341,174 +76%
VMPIC
67
Varma Mutual Pension Insurance Co
Finland
$104M
AllianceBernstein
68
AllianceBernstein
Tennessee
$99.1M -$8.4M -61,640 -8%
RJA
69
Raymond James & Associates
Florida
$96M -$27.8M -203,968 -22%
MML Investors Services
70
MML Investors Services
Massachusetts
$95.9M +$9.4M +68,955 +11%
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
$93.5M -$76.3M -560,010 -45%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$92.9M +$9.93M +72,812 +12%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$83.7M +$38.2M +280,459 +82%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$83.2M +$13.3M +97,878 +19%
AI
75
Atria Investments
North Carolina
$79.8M -$25.7M -188,724 -24%

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.