iShares Interest Rate Hedged Corporate Bond ETF
LQDH
26 hedge funds and large institutions have $32.4M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
18% more funds holding
Funds holding: 22 → 26 (+4)
3.99% less ownership
Funds ownership: 45.54% → 41.56% (-4%)
8% less capital invested
Capital invested by funds: $35M → $32.4M (-$2.67M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$1.13M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$974K |
| 3 |
Jane Street
New York
|
+$732K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$697K |
| 5 |
LPL Financial
San Diego,
California
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.56M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$641K |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$391K |
| 4 |
AssetMark Inc
Concord,
California
|
-$84K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
26
Private Advisory Group
Redmond,
Washington
| – | -$391K | -4,068 | Closed |
|
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5K | -50 | Closed |
|
LQDH Hedge Fund Activity: Q4 2017 in Review
26 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2017, worth a combined $32.4M — down 7.6% from $35M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LQDH positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $1.13M. The largest seller was UBS Group, cutting an estimated $6.56M.
- 26 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2017, up from 22 in Q3 2017.
- Funds reported $32.4M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2017, down 7.6% quarter-over-quarter.
- 6 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2017 and 2 closed out, a net change of +4 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2017 was Freedom Investment Management, an estimated $1.13M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2017 was UBS Group, an estimated $6.56M sold.
Based on aggregated 13F filings for Q4 2017.