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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
Point72 Asset Management
101
Point72 Asset Management
Connecticut
$44M -$44.6M -327,000 -50%
UCFA
102
United Capital Financial Advisors
Texas
$44M -$21.5M -157,668 -33%
PTC
103
Petrus Trust Company
Texas
$42.2M +$1.23M +9,000 +3%
SC
104
Scotia Capital
Ontario, Canada
$41.3M +$2.99M +21,964 +8%
MTWSIF
105
Mivtachim The Workers Social Insurance Fund
Israel
$40.8M
HNB
106
Huntington National Bank
Ohio
$39.6M
IWC
107
Integrated Wealth Concepts
Massachusetts
$39.4M -$27M -197,771 -40%
VWM
108
Venturi Wealth Management
Texas
$39M -$15M -109,957 -28%
AIP
109
Almanack Investment Partners
Pennsylvania
$38.4M +$32.6M +239,383 +531%
William Blair Investment Management
110
William Blair Investment Management
Illinois
$38.3M -$421K -3,090 -1%
PSUF
111
People's United Financial
Connecticut
$38.2M +$945K +6,930 +3%
VIA
112
Virtus Investment Advisers
Connecticut
$36.5M -$6.95M -51,010 -16%
SL
113
Summitry LLC
California
$36.2M +$767K +5,627 +2%
AWM
114
AE Wealth Management
Kansas
$36.1M +$686K +5,033 +2%
AIM
115
Astor Investment Management
Illinois
$35.6M -$16.1M -117,909 -31%
SS
116
Simplicity Solutions
Minnesota
$34M +$1.96M +14,342 +6%
IG
117
ING Group
Netherlands
$33.7M -$136M -1,000,000 -80%
N
118
Natixis
France
$33.7M +$34.1M +250,000 New
WP
119
WealthSource Partners
California
$32.4M +$1.93M +14,190 +6%
Marshall Wace
120
Marshall Wace
United Kingdom
$32M +$20.5M +150,383 +173%
NA
121
NewEdge Advisors
Louisiana
$31.9M +$7.16M +52,546 +28%
SAM
122
Securian Asset Management
Minnesota
$31.7M +$19.8M +145,000 +161%
HF
123
HRT Financial
New York
$30.9M +$31.2M +229,126 New
AAP
124
Arax Advisory Partners
Colorado
$30.8M +$31M +227,667 +24,016%
HighTower Advisors
125
HighTower Advisors
Illinois
$30.5M -$23.4M -171,971 -43%

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.