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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

1,153 hedge funds and large institutions have $51.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 449 increasing their positions, 339 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 81

32% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 339

11% more capital invested

Capital invested by funds: $46.8B → $51.9B (+$5.09B)

10% more funds holding

Funds holding: 1,044 → 1,153 (+109)

10% more funds holding in top 10

Funds holding in top 10: 154 → 169 (+15)

9.18% more ownership

Funds ownership: 85.2% → 94.38% (+9.2%)

37% less call options, than puts

Call options by funds: $3.97B | Put options by funds: $6.31B

Holders
1,153
Holders Change
+109
Holders Change %
+10.44%
% of All Funds
20.4%
Holding in Top 10
169
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.74%
% of All Funds
2.99%
New
211
Increased
449
Reduced
339
Closed
81
Calls
$3.97B
Puts
$6.31B
Net Calls
-$2.34B
Net Calls Change
+$2.78B

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$1.04B
2
Morgan Stanley
Morgan Stanley
New York
+$963M
3
Prudential Financial
Prudential Financial
New Jersey
+$569M
4
MYLI
Meiji Yasuda Life Insurance
Japan
+$531M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$388M

Top Sellers

Rank Fund Capital Flow
1
RCMU
Rokos Capital Management (UK)
United Kingdom
-$1.18B
2
PP
Prudential plc
United Kingdom
-$827M
3
UBS Group
UBS Group
Switzerland
-$587M
4
Citigroup
Citigroup
New York
-$422M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$408M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$4.48B +$138M +1,013,448 +3%
Bank of America
2
Bank of America
North Carolina
$3.87B +$16.9M +124,052 +0.4%
FRBONY
3
Federal Reserve Bank of New York
New York
$2.47B +$2.43B +17,860,663 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.28B +$106M +777,715 +5%
Morgan Stanley
5
Morgan Stanley
New York
$2.27B +$963M +7,074,136 +75%
Fisher Asset Management
6
Fisher Asset Management
Washington
$2.04B -$1.84M -13,517 -0.1%
Ameriprise
7
Ameriprise
Minnesota
$1.9B -$57M -418,776 -3%
MYLI
8
Meiji Yasuda Life Insurance
Japan
$1.87B +$531M +3,898,000 +41%
Goldman Sachs
9
Goldman Sachs
New York
$1.75B +$1.04B +7,649,433 +152%
N
10
Nuveen
North Carolina
$1.66B – – –
AIMU
11
Allianz Investment Management US
Minnesota
$1.2B – – –
GC
12
Guggenheim Capital
Illinois
$1.14B -$32.3M -237,410 -3%
WAMC
13
Western Asset Management Company
California
$1.11B +$229M +1,684,710 +27%
Wells Fargo
14
Wells Fargo
California
$806M -$23.8M -174,490 -3%
Financial Engines Advisors
15
Financial Engines Advisors
California
$794M -$59.2M -434,913 -7%
Prudential Financial
16
Prudential Financial
New Jersey
$720M +$569M +4,181,485 +406%
Citigroup
17
Citigroup
New York
$641M -$422M -3,098,683 -40%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$601M +$388M +2,850,000 +190%
UBS Group
19
UBS Group
Switzerland
$589M -$587M -4,313,205 -50%
LPL Financial
20
LPL Financial
California
$564M +$34.2M +251,443 +7%
NMIFOAC
21
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$522M – – –
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$521M +$200M +1,470,000 +64%
Wealthfront Advisers
23
Wealthfront Advisers
California
$505M +$13.3M +98,019 +3%
JP Morgan Chase
24
JP Morgan Chase
New York
$497M +$39.7M +291,574 +9%
SMFG
25
Sumitomo Mitsui Financial Group
Japan
$485M -$85.6M -628,770 -15%
1
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LQD Hedge Fund Activity: Q4 2020 in Review

1,153 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q4 2020, worth a combined $51.9B — up 11% from $46.8B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new LQD positions and 81 closed out — a net gain of 130 holders — while 449 added to existing stakes and 339 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.04B. The largest seller was Rokos Capital Management (UK), exiting entirely with an estimated $1.18B sold.

  • 1,153 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q4 2020, up from 1,044 in Q3 2020.
  • Funds reported $51.9B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 211 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q4 2020 and 81 closed out, a net change of +130 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q4 2020 was Goldman Sachs, an estimated $1.04B added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q4 2020 was Rokos Capital Management (UK), an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2020.