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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
PPFA
76
Provida Pension Fund Administrator
Chile
$79.5M +$58.6M +430,000 +269%
CI Investments Inc
77
CI Investments Inc
Ontario, Canada
$78.4M -$165M -1,208,146 -67%
FWIA
78
Fort Washington Investment Advisors
Ohio
$76.7M +$24.5M +180,035 +46%
GC
79
Grimes & Company
Massachusetts
$76.5M +$8.08M +59,279 +12%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$76.1M +$26M +190,996 +51%
KeyBank National Association
81
KeyBank National Association
Ohio
$75.9M +$2.32M +17,032 +3%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$71.1M +$14M +102,526 +24%
Deutsche Bank
83
Deutsche Bank
Germany
$69.7M +$38M +279,061 +117%
CC
84
Centiva Capital
New York
$68.3M +$69.1M +506,940 New
Mitsubishi UFJ Trust & Banking
85
Mitsubishi UFJ Trust & Banking
Japan
$64.6M
Charles Schwab
86
Charles Schwab
California
$61.8M -$65K -477 -0.1%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$60.8M +$8.83M +64,771 +17%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$59.4M -$55M -403,233 -48%
US Bancorp
89
US Bancorp
Minnesota
$57.1M +$11.3M +83,050 +24%
SPC
90
Sigma Planning Corp
Michigan
$56.6M +$11.8M +86,510 +26%
Man Group
91
Man Group
United Kingdom
$54.9M +$15.3M +112,096 +38%
FI
92
Fosun International
China
$51.7M
IA
93
IndexIQ Advisors
New York
$51.6M +$623K +4,573 +1%
HI
94
Horizon Investments
North Carolina
$49.5M -$30M -220,081 -37%
AIA
95
Angeles Investment Advisors
California
$48.2M -$16M -117,500 -25%
CFG
96
CMC Financial Group
Georgia
$47.4M +$48M +351,974 New
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$47.3M +$40.8M +299,359 +574%
TF
98
Trek Financial
Arizona
$46.3M -$35.6M -261,331 -43%
5L
99
55I LLC
Massachusetts
$46.1M +$26.3M +193,058 +129%
IDA
100
Intelligence Driven Advisers
California
$44.7M +$45M +330,216 +19,077%

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.