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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
AIM
851
Anchor Investment Management
South Carolina
$243K -$54.5K -400 -18%
CFS
852
CRA Financial Services
New Jersey
$242K
PPA
853
Parametric Portfolio Associates
Washington
$241K -$20M -146,980 -99%
TNB
854
Thomasville National Bank
Georgia
$241K -$27.8K -204 -10%
SFG
855
Summit Financial Group
West Virginia
$238K
KP
856
Keel Point
Alabama
$235K -$230K -1,687 -49%
CB
857
Community Bank
New York
$235K
OPA
858
Old Port Advisors
Maine
$235K +$7.77K +57 +3%
SFM
859
Signet Financial Management
New Jersey
$234K -$16.6K -122 -7%
PWAG
860
Polaris Wealth Advisory Group
California
$232K -$56.6M -415,178 -100%
FFG
861
Fullen Financial Group
Ohio
$232K +$273 +2 +0.1%
OAM
862
Oppenheimer Asset Management
New York
$230K -$11.3K -83 -5%
WTB
863
Washington Trust Bank
Washington
$229K
AWM
864
Apollon Wealth Management
South Carolina
$229K +$202K +1,479 +660%
PWMG
865
Prestige Wealth Management Group
New Jersey
$226K
HIS
866
Harvest Investment Services
Illinois
$226K +$230K +1,685 New
KFS
867
Kelly Financial Services
Massachusetts
$225K +$182K +1,337 +400%
RWA
868
River Wealth Advisors
Pennsylvania
$224K +$227K +1,662 New
CFD
869
Creative Financial Designs
Indiana
$223K +$71.7K +526 +47%
LCH
870
Lee Capital Holdings
New York
$223K +$225K +1,653 New
JCM
871
Jag Capital Management
Missouri
$222K -$54.5K -400 -20%
FAM
872
Formidable Asset Management
Ohio
$222K +$225K +1,648 New
SCM
873
Smith Capital Management
Arkansas
$219K
ATC
874
Argent Trust Co
Tennessee
$218K -$93K -682 -30%
PIA
875
Pinion Investment Advisors
Kansas
$217K

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.