iShares BBB Rated Corporate Bond ETF
LQDB
8 hedge funds and large institutions have $30.1M invested in iShares BBB Rated Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
12% more capital invested
Capital invested by funds: $27M → $30.1M (+$3.18M)
2.89% less ownership
Funds ownership: 103.97% → 101.08% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.66M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$407K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$293K |
| 4 |
PWMA
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
+$81.3K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$12.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$171 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $21.4M | – | – | – |
|
|
2
Jane Street
New York
| $3.68M | +$2.66M | +31,149 | +265% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $2.97M | +$293K | +3,425 | +11% |
|
|
PWMA
4
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $1.16M | +$81.3K | +951 | +8% |
|
|
IWC
5
Integrated Wealth Concepts
Waltham,
Massachusetts
| $446K | +$12.8K | +150 | +3% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $408K | +$407K | +4,758 | New |
|
7
Mercer Global Advisors
Denver,
Colorado
| $53K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $172 | -$171 | -2 | -50% |
|
LQDB Hedge Fund Activity: Q1 2024 in Review
8 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in iShares BBB Rated Corporate Bond ETF (LQDB) for Q1 2024, worth a combined $30.1M — up 12% from $27M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new LQDB positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, adding an estimated $2.66M. The largest seller was UBS Group, cutting an estimated $171.
- 8 institutional investors held iShares BBB Rated Corporate Bond ETF (LQDB) as of Q1 2024, up from 7 in Q4 2023.
- Funds reported $30.1M of iShares BBB Rated Corporate Bond ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 1 fund opened new iShares BBB Rated Corporate Bond ETF positions in Q1 2024 and 0 closed out, a net change of +1 holder.
- The largest iShares BBB Rated Corporate Bond ETF buyer in Q1 2024 was Jane Street, an estimated $2.66M added.
- The largest iShares BBB Rated Corporate Bond ETF seller in Q1 2024 was UBS Group, an estimated $171 sold.
Based on aggregated 13F filings for Q1 2024.