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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
Mercer Global Advisors
726
Mercer Global Advisors
Colorado
$452K +$107K +783 +30%
QAM
727
QCI Asset Management
New York
$450K +$12.3K +90 +3%
1832 Asset Management
728
1832 Asset Management
Ontario, Canada
$448K
SBH
729
Segall Bryant & Hamill
Illinois
$446K +$6.82K +50 +2%
FFA
730
Fragasso Financial Advisors
Pennsylvania
$445K +$79.1K +580 +21%
TD Asset Management
731
TD Asset Management
Ontario, Canada
$440K -$12.2M -89,621 -96%
Janus Henderson Group
732
Janus Henderson Group
United Kingdom
$440K -$166K -1,218 -27%
BA
733
Ballew Advisors
Mississippi
$439K -$39K -286 -8%
ECM
734
Evergreen Capital Management
Washington
$436K -$29.4M -215,368 -99%
NAM
735
NorthCoast Asset Management
Connecticut
$431K +$14.2K +104 +3%
FHA
736
Flagship Harbor Advisors
Massachusetts
$428K -$234K -1,715 -35%
LS
737
Leelyn Smith
Illinois
$428K +$41.2K +302 +11%
MGWM
738
Marks Group Wealth Management
Minnesota
$428K +$433K +3,179 New
HIA
739
Harbor Investment Advisory
Maryland
$426K +$337K +2,475 +361%
EWA
740
EP Wealth Advisors
California
$425K -$27.4K -201 -6%
DBIA
741
Dumont & Blake Investment Advisors
New Jersey
$424K -$41.6K -305 -9%
TC
742
Tatro Capital
Kentucky
$422K +$2.45K +18 +0.6%
EWA
743
Evolution Wealth Advisors
Florida
$421K +$253K +1,857 +147%
RI
744
Ridgewood Investments
New Jersey
$414K +$56.2K +412 +15%
JSL
745
JT Stratford LLC
Georgia
$412K -$107K -786 -20%
LNB
746
Ledyard National Bank
$411K -$5.45K -40 -1%
MWP
747
Moller Wealth Partners
$409K
GIA
748
Granite Investment Advisors
New Hampshire
$407K
NFC
749
Northeast Financial Consultants
Connecticut
$406K
ACP
750
Aviance Capital Partners
Florida
$405K -$339K -2,484 -45%

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.