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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
AC
1101
Avestar Capital
New York
-$209K -1,555 Closed
IFG
1102
Investors Financial Group
Minnesota
-$203K -1,506 Closed
FWM
1103
Foresight Wealth Management
Utah
-$201K -1,496 Closed
PCM
1104
Prelude Capital Management
New York
-$161K -1,200 Closed
HIM
1105
Hillsdale Investment Management
Ontario, Canada
-$144K -1,070 Closed
SCA
1106
Stonebridge Capital Advisors
Minnesota
-$139K -1,037 Closed
OPS
1107
Orion Portfolio Solutions
Nebraska
-$122K -907 Closed
MWP
1108
Meridian Wealth Partners
Pennsylvania
-$41K -305 Closed
FA
1109
Fortis Advisors
Pennsylvania
-$40K -298 Closed
MA
1110
Modus Advisors
Minnesota
-$39K -288 Closed
FMP
1111
Financial Management Professionals
Texas
-$38K -285 Closed
SWM
1112
Selective Wealth Management
Virginia
-$37K -271 Closed
FWM
1113
FSA Wealth Management
Massachusetts
-$31K -230 Closed
SFA
1114
Stewardship Financial Advisors
Georgia
-$30K -220 Closed
BFIM
1115
Beese Fulmer Investment Management
Ohio
-$27K -200 Closed
BBA
1116
Braun-Bostich & Associates
Pennsylvania
-$19K -143 Closed
CWM
1117
Campbell Wealth Management
Virginia
-$13K -100 Closed
KPW
1118
Kore Private Wealth
New York
-$8K -66 Closed
CPW
1119
Catalyst Private Wealth
California
+$273 +2 New

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.