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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
CI
901
Cordant Inc
Oregon
$186K +$954 +7 +0.5%
Kayne Anderson Rudnick Investment Management
902
Kayne Anderson Rudnick Investment Management
California
$177K +$682 +5 +0.4%
HMS
903
Hanseatic Management Services
New Mexico
$171K -$660K -4,843 -79%
BA
904
Ballast Advisors
Minnesota
$171K
WB
905
West Bancorporation
Iowa
$163K
CCM
906
Covington Capital Management
California
$162K -$49.1K -360 -23%
MGI
907
MayTech Global Investments
New York
$148K
MHR
908
Matthew Hamilton Rosenberg
$143K +$54.1K +397 +60%
CTC
909
Central Trust Company
Missouri
$135K -$36.7K -269 -21%
BCM
910
Blume Capital Management
California
$135K
GCM
911
Gables Capital Management
Florida
$135K
IFAM
912
Institutional & Family Asset Management
Colorado
$134K -$2.59K -19 -2%
RCA
913
Ranch Capital Advisors
Florida
$131K
PB
914
Pinnacle Bancorp
Nebraska
$128K -$6.82K -50 -5%
FA
915
Faithward Advisors
Pennsylvania
$128K +$47.7K +350 +58%
SWM
916
Sugarloaf Wealth Management
Georgia
$127K +$682 +5 +0.5%
RE
917
RBC Europe
United Kingdom
$124K +$60K +440 +91%
NPP
918
New Potomac Partners
Maryland
$121K
BAM
919
Barrett Asset Management
New York
$120K +$136 +1 +0.1%
NCM
920
New Capital Management
Texas
$117K -$25.9K -190 -18%
NG
921
NWK Group
California
$115K +$6.68K +49 +6%
NFSG
922
Newbridge Financial Services Group
Florida
$115K +$116K +851 New
SC
923
Solstein Capital
California
$114K +$70.5K +517 +158%
VEA
924
Virtus ETF Advisers
New York
$113K
SIAP
925
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$112K

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.