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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
IIC
876
Ironwood Investment Counsel
Arizona
$215K
WTC
877
WhitTier Trust Company
Nevada
$215K
AWA
878
Arkadios Wealth Advisors
Georgia
$214K -$49.9K -366 -19%
CP
879
Coho Partners
Pennsylvania
$212K -$184K -1,350 -46%
LJAC
880
L.J. Altfest & Co
New York
$211K -$3.43M -25,191 -94%
TW
881
Transform Wealth
Colorado
$211K -$228K -1,673 -52%
BAMG
882
Brand Asset Management Group
Missouri
$210K +$162K +1,186 +316%
BPA
883
Beacon Pointe Advisors
California
$209K +$210K +1,541 New
RFN
884
RDA Financial Network
Iowa
$208K -$4.5K -33 -2%
AAM
885
Advisors Asset Management
Colorado
$207K -$4.77K -35 -2%
IFWM
886
Institute for Wealth Management
Colorado
$205K -$6.68K -49 -3%
KPWG
887
KFA Private Wealth Group
Virginia
$205K +$207K +1,519 New
MAM
888
Marquette Asset Management
Minnesota
$204K -$22.5K -165 -10%
FAM
889
Fenimore Asset Management
New York
$203K +$1.23K +9 +0.6%
CHA
890
Carmichael Hill & Associates
Maryland
$203K +$109K +798 +113%
TC
891
TownSquare Capital
Utah
$203K +$206K +1,514 New
OWP
892
Obermeyer Wealth Partners
Colorado
$202K
SRCM
893
Swift Run Capital Management
Virginia
$202K
AC
894
Abbrea Capital
California
$201K -$13.6K -100 -6%
BC
895
Burney Company
Virginia
$201K
PGFC
896
Peapack-Gladstone Financial Corp
New Jersey
$201K
TAM
897
Todd Asset Management
Kentucky
$200K +$203K +1,489 New
JWA
898
JFS Wealth Advisors
Pennsylvania
$195K -$124K -910 -39%
TRCT
899
Tower Research Capital (TRC)
New York
$190K +$191K +1,398 +15,533%
TI
900
tru Independence
Oregon
$187K +$81.3K +596 +76%

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.