We are live on ! Find out more
LQD icon

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
BlackRock
1
BlackRock
New York
$4.23B +$2.4B +17,604,847 +127%
Bank of America
2
Bank of America
North Carolina
$3.76B -$186M -1,362,691 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.12B +$216M +1,580,808 +11%
Fisher Asset Management
4
Fisher Asset Management
Washington
$1.99B +$4.88M +35,758 +0.2%
Ameriprise
5
Ameriprise
Minnesota
$1.91B +$68.9M +505,134 +4%
N
6
Nuveen
North Carolina
$1.62B
MYLI
7
Meiji Yasuda Life Insurance
Japan
$1.29B +$1.03B +7,529,000 +362%
Morgan Stanley
8
Morgan Stanley
New York
$1.26B +$236M +1,728,321 +23%
RCMU
9
Rokos Capital Management (UK)
United Kingdom
$1.18B +$1.2B +8,800,000 New
AIMU
10
Allianz Investment Management US
Minnesota
$1.17B
UBS Group
11
UBS Group
Switzerland
$1.16B +$83.1M +609,782 +8%
GC
12
Guggenheim Capital
Illinois
$1.14B +$162M +1,191,523 +16%
Citigroup
13
Citigroup
New York
$1.04B -$494M -3,621,531 -32%
PP
14
Prudential plc
United Kingdom
$1.04B -$1.23B -9,039,582 -54%
WAMC
15
Western Asset Management Company
California
$854M +$340M +2,493,593 +65%
Financial Engines Advisors
16
Financial Engines Advisors
California
$833M -$39.5M -289,759 -4%
Wells Fargo
17
Wells Fargo
California
$809M +$58.5M +429,187 +8%
Goldman Sachs
18
Goldman Sachs
New York
$680M +$23.7M +173,588 +4%
SMFG
19
Sumitomo Mitsui Financial Group
Japan
$558M +$410M +3,009,104 +266%
LPL Financial
20
LPL Financial
California
$516M +$65.8M +482,484 +14%
NMIMC
21
Northwestern Mutual Investment Management Company
Wisconsin
$512M
NMIFOAC
22
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$509M
Wealthfront Advisers
23
Wealthfront Advisers
California
$479M +$19.1M +140,455 +4%
JP Morgan Chase
24
JP Morgan Chase
New York
$446M -$121M -884,060 -21%
Toronto Dominion Bank
25
Toronto Dominion Bank
Ontario, Canada
$405M +$34.5M +253,179 +9%

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.