iShares BBB Rated Corporate Bond ETF
LQDB
9 hedge funds and large institutions have $35.9M invested in iShares BBB Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
7% more capital invested
Capital invested by funds: $33.6M → $35.9M (+$2.35M)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
11.44% less ownership
Funds ownership: 96.08% → 84.64% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.02M |
| 2 |
Bank of New York Mellon
New York
|
+$1.87M |
| 3 |
IWP
Insight Wealth Partners
Plano,
Texas
|
+$52.9K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$43.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.85K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$735K |
| 2 |
PWMA
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
-$304K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$130K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$53.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $21.2M | – | – | – |
|
|
2
Jane Street
New York
| $3.8M | +$3.02M | +34,920 | +355% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $3.77M | -$130K | -1,502 | -3% |
|
|
4
Bank of New York Mellon
New York
| $2.21M | +$1.87M | +21,643 | +496% |
|
|
IWP
5
Insight Wealth Partners
Plano,
Texas
| $2.18M | +$52.9K | +612 | +2% |
|
|
6
Citadel Advisors
Miami,
Florida
| $1.54M | -$735K | -8,507 | -32% |
|
|
PWMA
7
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $634K | -$304K | -3,513 | -32% |
|
|
IWC
8
Integrated Wealth Concepts
Waltham,
Massachusetts
| $565K | +$43.2K | +500 | +8% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $9.68K | +$9.85K | +114 | New |
|
|
10
Mercer Global Advisors
Denver,
Colorado
| – | -$53.4K | -53,424 | Closed |
|
LQDB Hedge Fund Activity: Q4 2024 in Review
9 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in iShares BBB Rated Corporate Bond ETF (LQDB) for Q4 2024, worth a combined $35.9M — up 7% from $33.6M a quarter earlier.
Fund positioning in LQDB was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, adding an estimated $3.02M. The largest seller was Citadel Advisors, cutting an estimated $735K.
- 9 institutional investors held iShares BBB Rated Corporate Bond ETF (LQDB) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $35.9M of iShares BBB Rated Corporate Bond ETF stock for Q4 2024, up 7% quarter-over-quarter.
- 1 fund opened new iShares BBB Rated Corporate Bond ETF positions in Q4 2024 and 1 closed out, a net change of 0 holders.
- The largest iShares BBB Rated Corporate Bond ETF buyer in Q4 2024 was Jane Street, an estimated $3.02M added.
- The largest iShares BBB Rated Corporate Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $735K sold.
Based on aggregated 13F filings for Q4 2024.