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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
CSIC
751
Clifford Swan Investment Counsel
California
$404K
BEI
752
Benjamin Edwards Inc
Missouri
$400K -$647K -4,744 -61%
TFGT
753
TS Financial Group (TSFG)
Illinois
$397K -$545 -4 -0.1%
OIA
754
OneDigital Investment Advisors
Kansas
$396K -$1.77K -13 -0.4%
TPA
755
Trivium Point Advisory
Connecticut
$395K -$343K -2,513 -46%
Members Trust
756
Members Trust
Florida
$389K +$34.2K +251 +10%
DI
757
DFPG Investments
Utah
$388K +$97.2K +713 +33%
SMC
758
Smith, Moore & Co
Missouri
$387K +$818 +6 +0.2%
SBIA
759
Sheaff Brock Investment Advisors
Indiana
$385K
BWM
760
BerganKDV Wealth Management
Minnesota
$382K -$80.3K -589 -17%
DL
761
DOHJ LLC
Washington
$382K +$21.1K +155 +6%
AG
762
Appleton Group
Wisconsin
$381K +$11.2K +82 +3%
LFS
763
Lutz Financial Services
Nebraska
$377K -$21.1K -155 -5%
HPC
764
HM Payson & Co
Maine
$377K +$177K +1,300 +87%
GAM
765
Grandview Asset Management
Pennsylvania
$374K -$6K -44 -2%
EIP
766
Ellis Investment Partners
Pennsylvania
$374K +$226K +1,660 +149%
WP
767
WealthPLAN Partners
Nebraska
$372K +$375K +2,747 New
PVWM
768
Point View Wealth Management
New Jersey
$371K +$136 +1 +0%
BSB
769
Bangor Savings Bank
Maine
$368K
BAM
770
Baldrige Asset Management
Pennsylvania
$368K +$15.7K +115 +4%
DFG
771
Demars Financial Group
Washington
$368K +$131K +959 +54%
BUB
772
BBVA USA Bancshares
Texas
$362K
JG
773
Jefferies Group
New York
$361K +$33.7K +247 +10%
LA
774
LVW Advisors
New York
$354K -$95.4K -700 -21%
NFG
775
NewFocus Financial Group
Washington
$353K +$11.9K +87 +3%

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.