iShares BBB Rated Corporate Bond ETF
LQDB
9 hedge funds and large institutions have $33.6M invested in iShares BBB Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
16% more capital invested
Capital invested by funds: $29M → $33.6M (+$4.57M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2.63% less ownership
Funds ownership: 98.71% → 96.08% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.32M |
| 2 |
IWP
Insight Wealth Partners
Plano,
Texas
|
+$2.18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$771K |
| 4 |
Bank of New York Mellon
New York
|
+$379K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$21.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.07M |
| 2 |
PWMA
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
-$243K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$95.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $22.1M | – | – | – |
|
|
2
Bank of America
Charlotte,
North Carolina
| $4.06M | +$771K | +8,858 | +24% |
|
|
3
Citadel Advisors
Miami,
Florida
| $2.36M | +$2.32M | +26,700 | New |
|
|
IWP
4
Insight Wealth Partners
Plano,
Texas
| $2.22M | +$2.18M | +25,039 | New |
|
|
PWMA
5
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $972K | -$243K | -2,797 | -20% |
|
|
6
Jane Street
New York
| $870K | -$2.07M | -23,759 | -71% |
|
|
IWC
7
Integrated Wealth Concepts
Waltham,
Massachusetts
| $544K | +$21.7K | +250 | +4% |
|
|
8
Bank of New York Mellon
New York
| $386K | +$379K | +4,361 | New |
|
9
Mercer Global Advisors
Denver,
Colorado
| $53.4K | – | – | – |
|
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$95.7K | -1,119 | Closed |
|
LQDB Hedge Fund Activity: Q3 2024 in Review
9 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in iShares BBB Rated Corporate Bond ETF (LQDB) for Q3 2024, worth a combined $33.6M — up 16% from $29M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LQDB positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.32M. The largest seller was Jane Street, cutting an estimated $2.07M.
- 9 institutional investors held iShares BBB Rated Corporate Bond ETF (LQDB) as of Q3 2024, up from 7 in Q2 2024.
- Funds reported $33.6M of iShares BBB Rated Corporate Bond ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 3 funds opened new iShares BBB Rated Corporate Bond ETF positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest iShares BBB Rated Corporate Bond ETF buyer in Q3 2024 was Citadel Advisors, an estimated $2.32M added.
- The largest iShares BBB Rated Corporate Bond ETF seller in Q3 2024 was Jane Street, an estimated $2.07M sold.
Based on aggregated 13F filings for Q3 2024.