iShares BBB Rated Corporate Bond ETF
LQDB
9 hedge funds and large institutions have $36.8M invested in iShares BBB Rated Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and closing their positions.
13% more funds holding
Funds holding: 8 → 9 (+1)
1.22% more ownership
Funds ownership: 99.52% → 100.74% (+1.2%)
34% less capital invested
Capital invested by funds: $55.5M → $36.8M (-$18.7M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$328K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$43K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$4.34M |
| 2 |
Morgan Stanley
New York
|
-$4.3M |
| 3 |
Goldman Sachs
New York
|
-$4.3M |
| 4 |
Jane Street
New York
|
-$4.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $12.2M | – | – | – |
|
|
2
Morgan Stanley
New York
| $8.11M | -$4.3M | -50,001 | -33% |
|
|
3
Goldman Sachs
New York
| $8.11M | -$4.3M | -50,000 | -33% |
|
|
4
Citigroup
New York
| $5.24M | -$4.34M | -50,450 | -44% |
|
|
5
Jane Street
New York
| $2.33M | -$4.11M | -47,808 | -62% |
|
|
AAS
6
Avantax Advisory Services
Dallas,
Texas
| $309K | +$328K | +3,815 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $297K | +$43K | +500 | +16% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $121K | +$32K | +372 | +33% |
|
9
UBS Group
Zurich,
Switzerland
| $82K | – | – | – |
|
LQDB Hedge Fund Activity: Q3 2022 in Review
9 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares BBB Rated Corporate Bond ETF (LQDB) for Q3 2022, worth a combined $36.8M — down 34% from $55.5M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new LQDB positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $328K. The largest seller was Citigroup, cutting an estimated $4.34M.
- 9 institutional investors held iShares BBB Rated Corporate Bond ETF (LQDB) as of Q3 2022, up from 8 in Q2 2022.
- Funds reported $36.8M of iShares BBB Rated Corporate Bond ETF stock for Q3 2022, down 34% quarter-over-quarter.
- 1 fund opened new iShares BBB Rated Corporate Bond ETF positions in Q3 2022 and 0 closed out, a net change of +1 holder.
- The largest iShares BBB Rated Corporate Bond ETF buyer in Q3 2022 was Avantax Advisory Services, an estimated $328K added.
- The largest iShares BBB Rated Corporate Bond ETF seller in Q3 2022 was Citigroup, an estimated $4.34M sold.
Based on aggregated 13F filings for Q3 2022.