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
TCOV
926
Trust Company of Vermont
Vermont
$108K
SQA
927
Simon Quick Advisors
New Jersey
$104K +$105K +772 New
AF
928
Allworth Financial
California
$99K -$1.36K -10 -1%
TH
929
TCTC Holdings
Texas
$99K
HWA
930
HHM Wealth Advisors
Tennessee
$96K +$2.18K +16 +2%
ETI
931
Enterprise Trust & Investment
California
$95K
TWA
932
TCI Wealth Advisors
Arizona
$92K +$682 +5 +0.7%
MAM
933
Meeder Asset Management
Ohio
$91K +$72.8K +534 +387%
TC
934
Trust Company
Kansas
$90K
EW
935
Element Wealth
Mississippi
$90K +$409 +3 +0.5%
WCG
936
Weaver Consulting Group
California
$90K +$3.27K +24 +4%
PP
937
PrairieView Partners
Minnesota
$89K
SXL
938
Summit X LLC
Missouri
$88.1K +$313K +2,294 +4%
MA
939
MUFG Americas
New York
$88K -$68.2K -500 -43%
RIM
940
Rockbridge Investment Management
New York
$84K +$20.4K +150 +32%
VFA
941
Valeo Financial Advisors
Indiana
$83K -$26.7K -196 -24%
BFG
942
Baron Financial Group
New Jersey
$82.2K +$83.2K +610 New
CWAF
943
Core Wealth Advisors (Florida)
Florida
$81K +$10.2K +75 +14%
EWM
944
Elmwood Wealth Management
California
$80K
AIP
945
Ameritas Investment Partners
Nebraska
$79K
AA
946
AlphaCentric Advisors
Puerto Rico
$78K -$2.45K -18 -3%
BW
947
Bison Wealth
Georgia
$76K +$15.8K +116 +26%
PMAM
948
Picton Mahoney Asset Management
Ontario, Canada
$69K -$305K -2,240 -81%
SSB
949
Sandy Spring Bank
Maryland
$63K -$20.6K -151 -24%
MF
950
Manchester Financial
California
$63K

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.