iShares Interest Rate Hedged Corporate Bond ETF
LQDH
26 hedge funds and large institutions have $41.9M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
30% more capital invested
Capital invested by funds: $32.4M → $41.9M (+$9.57M)
0% more funds holding
Funds holding: 26 → 26 (0)
0.27% less ownership
Funds ownership: 41.56% → 41.28% (-0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.56M |
| 2 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$2.55M |
| 3 |
DBRC
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
+$2.55M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.36M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$790K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.86M |
| 2 |
AssetMark Inc
Concord,
California
|
-$898K |
| 3 |
FCAG
First Capital Advisors Group
Little Silver,
New Jersey
|
-$102K |
| 4 |
FGC
Financial Gravity Companies
Lakeway,
Texas
|
-$60K |
| 5 |
TWM
Titus Wealth Management
Larskpur,
California
|
-$48.5K |
LQDH Hedge Fund Activity: Q1 2018 in Review
26 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2018, worth a combined $41.9M — up 30% from $32.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LQDH positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $2.56M. The largest seller was Jane Street, cutting an estimated $1.86M.
- 26 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $41.9M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2018, up 30% quarter-over-quarter.
- 3 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2018 and 2 closed out, a net change of +1 holder.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2018 was Bank of America, an estimated $2.56M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2018 was Jane Street, an estimated $1.86M sold.
Based on aggregated 13F filings for Q1 2018.