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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
SFPG
976
Stonebridge Financial Planning Group
Florida
$37K -$20.4K -150 -35%
JGIA
977
Jackson Grant Investment Advisers
Connecticut
$37K +$273 +2 +0.7%
PCFFS
978
Pacific Center for Financial Services
California
$36K
FEG
979
Financial Enhancement Group
Indiana
$34K -$113K -827 -76%
PFWA
980
Paces Ferry Wealth Advisors
Georgia
$33K +$33.3K +244 New
ME
981
McIlrath & Eck
Washington
$31K
S
982
SignatureFD
Georgia
$31K +$273 +2 +0.9%
PAI
983
Pittenger & Anderson Inc
Nebraska
$28K -$6.82K -50 -19%
AIL
984
AGF Investments LLC
Ontario, Canada
$27K
GAM
985
Gemmer Asset Management
California
$26K +$273 +2 +1%
Millennium Management
986
Millennium Management
New York
$25.9K -$53.6M -392,898 -67%
PIA
987
Powell Investment Advisors
Florida
$24K
HFA
988
High Falls Advisors
New York
$23K -$530K -3,887 -2%
HS
989
Horan Securities
United States
$23K -$10.1K -74 -31%
HGWM
990
Harvest Group Wealth Management
Massachusetts
$22K -$55.1K -404 -71%
BWA
991
Burt Wealth Advisors
Maryland
$22K
PK
992
Pflug Koory
Nebraska
$22K
TFA
993
Toth Financial Advisory
Virginia
$22K
AAMA
994
Advanced Asset Management Advisors
Ohio
$20K
APWM
995
Atlas Private Wealth Management
New York
$20K
FMTCOCP
996
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
VRM
997
Vectors Research Management
New York
$20K
BFC
998
Bedel Financial Consulting
Indiana
$20K +$136 +1 +0.7%
EI
999
Ellevest Inc
New York
$20K +$15K +110 +268%
CAL
1000
Capital Analysts LLC
Pennsylvania
$19K +$10.4K +76 +115%

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.