iShares BBB Rated Corporate Bond ETF
LQDB
7 hedge funds and large institutions have $29M invested in iShares BBB Rated Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
4% less capital invested
Capital invested by funds: $30.1M → $29M (-$1.13M)
2.37% less ownership
Funds ownership: 101.08% → 98.71% (-2.4%)
13% less funds holding
Funds holding: 8 → 7 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$207K |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$59.1K |
| 3 |
PWMA
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
+$26.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$787K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$307K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$172 |
LQDB Hedge Fund Activity: Q2 2024 in Review
7 of the 6,938 institutional investors tracked by Wall St. Rank reported a position in iShares BBB Rated Corporate Bond ETF (LQDB) for Q2 2024, worth a combined $29M — down 3.7% from $30.1M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of LQDB and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Bank of America, adding an estimated $207K. The largest seller was Jane Street, cutting an estimated $787K.
- 7 institutional investors held iShares BBB Rated Corporate Bond ETF (LQDB) as of Q2 2024, down from 8 in Q1 2024.
- Funds reported $29M of iShares BBB Rated Corporate Bond ETF stock for Q2 2024, down 3.7% quarter-over-quarter.
- 0 funds opened new iShares BBB Rated Corporate Bond ETF positions in Q2 2024 and 1 closed out, a net change of -1 holder.
- The largest iShares BBB Rated Corporate Bond ETF buyer in Q2 2024 was Bank of America, an estimated $207K added.
- The largest iShares BBB Rated Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $787K sold.
Based on aggregated 13F filings for Q2 2024.