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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
OFW
826
Omnia Family Wealth
Florida
$277K
CCP
827
Cardan Capital Partners
Colorado
$277K +$1.5K +11 +0.5%
TF
828
TLWM Financial
Texas
$277K +$12.8K +94 +5%
SIC
829
Samalin Investment Counsel
New York
$276K +$2.32K +17 +0.8%
MIFH
830
Migdal Insurance & Financial Holdings
Israel
$273K
KC
831
Kingfisher Capital
North Carolina
$273K +$1.64K +12 +0.6%
KFGK
832
Keystone Financial Group (Kentucky)
Kentucky
$271K +$9.41K +69 +4%
NGA
833
Naples Global Advisors
Florida
$270K +$15.5K +114 +6%
NL
834
NKCFO LLC
Illinois
$269K -$164K -1,200 -38%
BFG
835
Barber Financial Group
Kansas
$269K
IWP
836
IAG Wealth Partners
Wisconsin
$269K +$120K +881 +79%
IA
837
Icon Advisers
Colorado
$269K +$273K +2,000 New
DC
838
Derby & Company
Massachusetts
$268K +$271K +1,987 New
CA
839
Clearstead Advisors
Ohio
$266K +$45.4K +333 +20%
CIM
840
Contravisory Investment Management
Massachusetts
$265K +$268K +1,965 New
T
841
TrueFG
Texas
$264K +$1.5K +11 +0.6%
PMFA
842
Plante Moran Financial Advisors
Michigan
$264K +$266K +1,948 +21,644%
WAM
843
Weatherly Asset Management
California
$263K
B
844
Bailard
California
$262K +$3K +22 +1%
BWCS
845
Beirne Wealth Consulting Services
Connecticut
$256K -$20.4K -150 -7%
LA
846
LexAurum Advisors
Kansas
$255K +$258K +1,896 New
FDCDDQ
847
Federation des caisses Desjardins du Quebec
Quebec, Canada
$253K -$8.86K -65 -3%
SBSB
848
Sullivan, Bruyette, Speros & Blaney
Virginia
$251K +$136 +1 +0.1%
RIA
849
Realta Investment Advisors
Delaware
$243K -$12.4K -91 -5%
BJ
850
Brouwer & Janachowski
California
$243K

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.