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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
AWM
951
Avondale Wealth Management
Texas
$63K +$64.1K +470 New
ACA
952
Aptus Capital Advisors
Alabama
$58K -$81.3K -596 -58%
CIR
953
Clear Investment Research
Georgia
$57K -$17.7K -130 -23%
OSNBOA
954
Old Second National Bank of Aurora
Illinois
$57K
SIS
955
Sound Income Strategies
Florida
$57K +$136 +1 +0.2%
First Manhattan
956
First Manhattan
New York
$56K -$25.9K -190 -31%
LFG
957
Larson Financial Group
Missouri
$55K +$16.2K +119 +42%
CFO
958
CVA Family Office
Colorado
$54K
WEC
959
Winslow Evans & Crocker
Massachusetts
$51K -$15K -110 -22%
MPWT
960
MassMutual Private Wealth & Trust
Connecticut
$51K +$2.04K +15 +4%
WT
961
Washington Trust
Rhode Island
$50K -$23.4K -172 -32%
OC
962
Oakworth Capital
Alabama
$47K -$6.82K -50 -13%
CH
963
Canton Hathaway
Rhode Island
$47K
CB
964
CNB Bank
Pennsylvania
$47K
IA
965
Independence Advisors
Pennsylvania
$47K +$3K +22 +7%
PFS
966
Prospera Financial Services
Texas
$46K -$1.69M -12,413 -97%
SIC
967
Salem Investment Counselors
North Carolina
$45K
GI
968
Gradient Investments
Minnesota
$44K -$61.5K -451 -58%
CCA
969
Column Capital Advisors
Indiana
$44K
LWA
970
Lenox Wealth Advisors
New York
$43K
QCMC
971
Quantum Capital Management (California)
California
$43K
MLFP
972
MPS Loria Financial Planners
Illinois
$40K
TCM
973
TD Capital Management
Tennessee
$40K
AWM
974
Adams Wealth Management
Utah
$39K +$39.3K +288 New
KPCM
975
Kings Point Capital Management
New York
$38K +$1.09K +8 +3%

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.