iShares BBB Rated Corporate Bond ETF
LQDB
7 hedge funds and large institutions have $31.5M invested in iShares BBB Rated Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
25% more capital invested
Capital invested by funds: $25.1M → $31.5M (+$6.38M)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
9.31% less ownership
Funds ownership: 101.58% → 92.27% (-9.3%)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFIMH
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
+$8.48M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.76M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$242K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$38.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $21.3M | – | – | – |
|
|
AFIMH
2
American Family Insurance Mutual Holding
Madison,
Wisconsin
| $8.57M | +$8.48M | +100,500 | New |
|
|
3
Jane Street
New York
| $902K | -$2.76M | -32,762 | -76% |
|
|
AAS
4
Avantax Advisory Services
Dallas,
Texas
| $325K | – | – | – |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $312K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $46K | +$1.01K | +12 | +2% |
|
7
Morgan Stanley
New York
| $171 | – | – | – |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$242K | -2,935 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$38.5K | -468 | Closed |
|
LQDB Hedge Fund Activity: Q1 2023 in Review
7 of the 6,278 institutional investors tracked by Wall St. Rank reported a position in iShares BBB Rated Corporate Bond ETF (LQDB) for Q1 2023, worth a combined $31.5M — up 25% from $25.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of LQDB and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was American Family Insurance Mutual Holding, opening a new position worth an estimated $8.48M. The largest seller was Jane Street, cutting an estimated $2.76M.
- 7 institutional investors held iShares BBB Rated Corporate Bond ETF (LQDB) as of Q1 2023, down from 8 in Q4 2022.
- Funds reported $31.5M of iShares BBB Rated Corporate Bond ETF stock for Q1 2023, up 25% quarter-over-quarter.
- 1 fund opened new iShares BBB Rated Corporate Bond ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest iShares BBB Rated Corporate Bond ETF buyer in Q1 2023 was American Family Insurance Mutual Holding, an estimated $8.48M added.
- The largest iShares BBB Rated Corporate Bond ETF seller in Q1 2023 was Jane Street, an estimated $2.76M sold.
Based on aggregated 13F filings for Q1 2023.