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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
TCM
1026
Tradewinds Capital Management
Washington
$5K
VNA
1027
Valley National Advisers
Pennsylvania
$5K
FCM
1028
Firestone Capital Management
Florida
$4K -$81.8K -600 -95%
JFGIW
1029
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
PS
1030
Planned Solutions
California
$4K +$3.54K +26 New
IRC
1031
Investors Research Corp
Georgia
$3K -$1.23K -9 -28%
FWM
1032
Focused Wealth Management
New York
$3K
LDFR
1033
Lehman & Derafelo Financial Resources
Pennsylvania
$3K
Retirement Systems of Alabama
1034
Retirement Systems of Alabama
Alabama
$3K
BWM
1035
Baystate Wealth Management
Massachusetts
$2K
NC
1036
NewSquare Capital
Pennsylvania
$2K
SFSG
1037
Stearns Financial Services Group
North Carolina
$2K
CAGAS
1038
Capital Advisory Group Advisory Services
Minnesota
$2K +$2.45K +18 New
FCA
1039
FinTrust Capital Advisors
South Carolina
$1.91K -$110K -805 -5%
AA
1040
AlphaMark Advisors
Kentucky
$1K
CFN
1041
Cordasco Financial Network
Florida
$1K
GWMIA
1042
Global Wealth Management Investment Advisory
Florida
$1K
MAWCM
1043
Mine & Arao Wealth Creation & Management
California
$1K
FP
1044
Fiduciary Planning
Florida
$1K +$1.09K +8 New
BL
1045
Balentine LLC
Georgia
$1K +$1.23K +9 New
HFA
1046
Hoover Financial Advisors
Pennsylvania
$1K +$1.5K +11 New
F
1047
F3Logic
Minnesota
$539 +$545 +4 New
Koshinski Asset Management
1048
Koshinski Asset Management
Illinois
$394 -$62.3K -457 -14%
Caisse de Depot et Placement du Quebec (CDPQ)
1049
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$298M -2,216,000 Closed
Dodge & Cox
1050
Dodge & Cox
California
-$195M -1,446,276 Closed

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.