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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
MWC
776
MKD Wealth Coaches
Michigan
$352K -$108K -794 -23%
NDSI
777
Newman Dignan & Sheerar Inc
Rhode Island
$351K
1WA
778
180 Wealth Advisors
Washington
$350K +$354K +2,598 New
FWM
779
Frontier Wealth Management
Missouri
$347K -$134K -984 -28%
RSC
780
Red Spruce Capital
Pennsylvania
$345K
WI
781
Wedgewood Investors
Pennsylvania
$344K -$27.3K -200 -7%
CBN
782
Cadence Bank NA
Texas
$344K +$348K +2,550 New
CG
783
Colony Group
Massachusetts
$340K -$378K -2,771 -52%
VSWA
784
Vontobel Swiss Wealth Advisors
Switzerland
$338K +$49.1K +360 +17%
JC
785
Jentner Corp
Ohio
$337K
FIB
786
First Interstate Bank
Montana
$336K
MC
787
Moors & Cabot
Massachusetts
$335K +$3.27K +24 +1%
IC
788
Investment Counsel
Michigan
$334K
DWM
789
Doyle Wealth Management
Florida
$334K +$113K +829 +50%
AWM
790
Atticus Wealth Management
Florida
$333K -$8.45K -62 -2%
JAM
791
JCIC Asset Management
Ontario, Canada
$327K
SL
792
Savior LLC
Massachusetts
$326K +$4.36K +32 +1%
HCM
793
Hollencrest Capital Management
California
$325K +$13.6K +100 +4%
FNC
794
First National Corp
Massachusetts
$324K +$781K +5,730 +10%
CIBC World Market
795
CIBC World Market
Ontario, Canada
$323K +$51.5K +378 +19%
TFO
796
Tarbox Family Office
California
$318K
BHTS
797
Bar Harbor Trust Services
Maine
$317K +$9.41K +69 +3%
AUB
798
Atlantic Union Bankshares
Virginia
$315K
VCM
799
Verde Capital Management
Michigan
$315K +$77.2K +566 +32%
RMDI
800
R.M. Davis Inc
Maine
$312K +$15K +110 +5%

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.