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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
176
Alley Company
Illinois
$16.2M +$66.3K +486 +0.4%
CS
177
Comerica Securities
Michigan
$15.9M +$2.44M +17,906 +18%
Schroder Investment Management Group
178
Schroder Investment Management Group
United Kingdom
$15.8M
SPIA
179
Steward Partners Investment Advisory
New York
$15.8M +$437K +3,206 +3%
FNBOH
180
First National Bank of Hutchinson
Kansas
$15.7M +$1.05M +7,718 +7%
Betterment LLC
181
Betterment LLC
New York
$15.6M +$1.3M +9,527 +9%
PL
182
Protective Life
Alabama
$15.6M
HPC
183
Hobart Private Capital
North Carolina
$15.2M +$3.46M +25,347 +29%
IUHSA
184
Itau Unibanco Holding S.A.
Brazil
$15.2M -$209M -1,536,525 -93%
DWM
185
Darwin Wealth Management
Florida
$15M +$6.62M +48,563 +77%
OC
186
Oppenheimer & Co
New York
$14.9M +$620K +4,545 +4%
RAM
187
Riggs Asset Management
Pennsylvania
$14.7M +$3.34M +24,508 +29%
NEIRG
188
New England Investment & Retirement Group
Massachusetts
$14.6M +$292K +2,141 +2%
VIP
189
Viewpoint Investment Partners
Alberta, Canada
$14.4M -$9.61M -70,497 -40%
HHAM
190
HITE Hedge Asset Management
Massachusetts
$14M +$10.8M +79,279 +321%
CCFM
191
Clear Creek Financial Management
Washington
$14M +$11.1M +81,589 +365%
LFG
192
LifePlan Financial Group
Ohio
$14M +$519K +3,810 +4%
FCA
193
FLC Capital Advisors
California
$13.9M +$1.59M +11,695 +13%
SF
194
Synovus Financial
Georgia
$13.6M +$1.63M +11,979 +13%
Mariner
195
Mariner
Kansas
$13.6M +$1.4M +10,265 +11%
MCM
196
Moore Capital Management
New York
$13.5M -$118M -865,150 -90%
FIM
197
Freedom Investment Management
Connecticut
$13.4M +$235K +1,724 +2%
BRWA
198
B. Riley Wealth Advisors
Florida
$13.4M +$1.97M +14,457 +17%
WC
199
Wexford Capital
Florida
$13.2M +$13.4M +98,200 New
SA
200
Stewardship Advisors
Pennsylvania
$13.1M +$1.59M +11,642 +14%

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.