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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
PA
126
Parallel Advisors
California
$30.3M -$3.14M -23,021 -9%
TPCW
127
TD Private Client Wealth
New York
$30.1M +$6.39M +46,890 +27%
ECM
128
ExodusPoint Capital Management
New York
$29.7M +$28.2M +206,587 +1,490%
SW
129
SteelPeak Wealth
California
$28.9M +$2.44M +17,868 +9%
FAAS
130
First Allied Advisory Services
California
$28.5M +$6.42M +47,092 +29%
WA
131
WestEnd Advisors
North Carolina
$28.2M +$4.94M +36,225 +21%
DF
132
Donoghue Forlines
Massachusetts
$27.7M -$2.56M -18,766 -8%
CFGS
133
Concourse Financial Group Securities
Alabama
$27.3M +$1.69M +12,426 +7%
ZIM
134
Zacks Investment Management
Illinois
$26.9M +$8.59M +62,973 +46%
PI
135
PFS Investments
Georgia
$26M +$5.57M +40,883 +27%
HSBC Holdings
136
HSBC Holdings
United Kingdom
$24.8M +$9.06M +66,484 +57%
UBS AM
137
UBS AM
Illinois
$24.5M
CTB
138
Country Trust Bank
Illinois
$24.2M +$11.9M +87,650 +95%
IWS
139
Insight Wealth Strategies
California
$24.1M -$6.48M -47,526 -21%
Asset Management One
140
Asset Management One
Japan
$23.7M +$23.3M +171,000 +3,333%
Korea Investment Corp
141
Korea Investment Corp
South Korea
$23.6M
AFIMH
142
American Family Insurance Mutual Holding
Wisconsin
$23.3M +$23.6M +173,137 New
NI
143
NYL Investors
New York
$22.9M +$423K +3,100 +2%
FI
144
FormulaFolio Investments
Michigan
$22.8M -$9.77M -71,644 -30%
KAS
145
Kestra Advisory Services
Texas
$22.7M +$22.9M +168,296 New
Baird Financial Group
146
Baird Financial Group
Wisconsin
$22.7M +$5.22M +38,265 +29%
SI
147
SimpliFi Inc
California
$22.7M -$111K -816 -0.5%
FSC
148
Full Sail Capital
Oklahoma
$22.5M +$6.25M +45,824 +39%
FHA
149
First Horizon Advisors
Tennessee
$22.3M +$1.24M +9,108 +6%
MBTD
150
Mechanics Bank - Trust Department
California
$22.1M +$296K +2,168 +1%

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.