We are live on ! Find out more
LQD icon

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
GP
801
Girard Partners
Pennsylvania
$311K +$682 +5 +0.2%
HCM
802
Hilton Capital Management
New York
$310K
PFGIA
803
Patriot Financial Group Insurance Agency
Massachusetts
$309K +$4.5K +33 +1%
3AM
804
3D Asset Management
Connecticut
$307K +$68.6K +503 +28%
TP
805
Tranquility Partners
Tennessee
$306K -$2.86K -21 -0.9%
BCM
806
Boltwood Capital Management
California
$303K
CIAS
807
CBIZ Investment Advisory Services
Ohio
$302K
MFG
808
Magnus Financial Group
New York
$301K +$545 +4 +0.2%
MFG
809
MidWestOne Financial Group
Iowa
$300K
ACI
810
Alpha Cubed Investments
California
$299K +$303K +2,219 New
BJL
811
Brighton Jones LLC
Washington
$298K +$302K +2,214 New
DCM
812
Dimension Capital Management
Florida
$295K
OAM
813
Occidental Asset Management
California
$292K -$82.1K -602 -22%
NRI
814
NFP Retirement Inc
California
$292K +$295K +2,167 New
JHCP
815
Jackson Hole Capital Partners
Oklahoma
$291K
GFPC
816
Global Financial Private Client
Florida
$290K -$123K -902 -30%
TNBTD
817
Trustmark National Bank Trust Department
Mississippi
$290K
AA
818
Altman Advisors
Illinois
$289K +$292K +2,145 New
EFSCE
819
Enterprise Financial Services Corp (EFSC)
Missouri
$288K
BWM
820
BCS Wealth Management
Tennessee
$287K +$54.5K +400 +23%
CFG
821
Cooper Financial Group
California
$287K +$86.4K +634 +42%
IBOK
822
Independence Bank of Kentucky
Kentucky
$283K +$54.3K +398 +23%
GD
823
Grandfield & Dodd
New York
$280K
FPGK
824
Financial Partners Group (Kansas)
Kansas
$280K +$284K +2,082 New
JIC
825
Joel Isaacson & Co
New York
$277K

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.