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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
BBVA
201
Banco Bilbao Vizcaya Argentaria
Spain
$13.1M -$6.49M -47,567 -33%
RIM
202
Redwood Investment Management
Arizona
$12.9M +$71.3K +523 +0.5%
RIA
203
Regal Investment Advisors
Michigan
$12.8M -$3.96M -29,022 -23%
TSA
204
Tri-Star Advisors
Texas
$12.7M +$868K +6,366 +7%
MPW
205
MA Private Wealth
California
$12.6M +$430K +3,156 +3%
JIR
206
James Investment Research
Ohio
$12.6M +$1.41M +10,348 +12%
APA
207
American Portfolios Advisors
New York
$12.6M +$581K +4,263 +5%
HCM
208
Hudson Capital Management
New Jersey
$12.4M +$693K +5,082 +6%
Nomura Asset Management
209
Nomura Asset Management
Japan
$12.2M +$10.5M +77,300 +568%
EDRH
210
Edmond de Rothschild Holding
Switzerland
$12M -$7.02M -51,495 -37%
IWP
211
Icon Wealth Partners
Texas
$12M +$652K +4,784 +6%
VHAM
212
Van Hulzen Asset Management
California
$12M -$389K -2,850 -3%
KWM
213
Kingsview Wealth Management
Oregon
$11.9M +$3.19M +23,425 +36%
EWA
214
Exencial Wealth Advisors
Oklahoma
$11.9M +$6.46M +47,387 +117%
SAG
215
Spotlight Asset Group
Illinois
$11.8M -$239K -1,752 -2%
ACI
216
AMP Capital Investors
Australia
$11.6M -$83.4M -611,961 -88%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$11.5M +$1.89M +13,828 +19%
BMM
218
Berkshire Money Management
Massachusetts
$11.4M +$11.5M +84,596 New
BF
219
BOK Financial
Oklahoma
$11.4M +$37.4K +274 +0.3%
PAG
220
Private Advisor Group
New Jersey
$11.3M +$1.49M +10,939 +15%
EH
221
Equitable Holdings
New York
$11.3M +$1.13M +8,305 +11%
CAG
222
Csenge Advisory Group
Florida
$11.2M +$3.39M +24,897 +43%
Daiwa Securities Group
223
Daiwa Securities Group
Japan
$11.1M +$1.42M +10,400 +14%
ASN
224
Advisory Services Network
Georgia
$11M +$2.46M +18,062 +28%
OAP
225
One Advisory Partners
Kansas
$11M +$456K +3,348 +4%

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.