iShares Interest Rate Hedged Corporate Bond ETF
LQDH
33 hedge funds and large institutions have $153M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.
264% more capital invested
Capital invested by funds: $41.9M → $153M (+$111M)
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
27% more funds holding
Funds holding: 26 → 33 (+7)
25.3% more ownership
Funds ownership: 41.28% → 66.58% (+25%)
Top Buyers
| 1 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$104M |
| 2 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$3.59M |
| 3 |
Jane Street
New York
|
+$1.87M |
| 4 |
VF
Virtu Financial
New York
|
+$1.33M |
| 5 |
AssetMark Inc
Concord,
California
|
+$712K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
26
Centaurus Financial
Anaheim,
California
| $27K | +$27K | +280 | New |
|
|
OIA
27
OneDigital Investment Advisors
Overland Park,
Kansas
| $22K | – | – | – |
|
|
CFG
28
CKW Financial Group
Honolulu,
Hawaii
| $20K | – | – | – |
|
29
BlackRock
New York
| $6K | – | – | – |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $6K | +$6.36K | +66 | New |
|
|
BCA
31
Bay Colony Advisors
Concord,
Massachusetts
| $5K | +$4.82K | +50 | New |
|
|
PFGIA
32
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $5K | +$4.92K | +51 | New |
|
|
FIM
33
Freedom Investment Management
Hartford,
Connecticut
| – | -$1.89M | -19,533 | Closed |
|
|
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| – | -$30K | -320 | Closed |
|
35
Morgan Stanley
New York
| – | -$27K | -284 | Closed |
|
LQDH Hedge Fund Activity: Q2 2018 in Review
33 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2018, worth a combined $153M — up 264% from $41.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LQDH positions and 3 closed out — a net gain of 7 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Sumitomo Mitsui Financial Group, opening a new position worth an estimated $104M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $1.89M sold.
- 33 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2018, up from 26 in Q1 2018.
- Funds reported $153M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2018, up 264% quarter-over-quarter.
- 10 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2018 and 3 closed out, a net change of +7 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2018 was Sumitomo Mitsui Financial Group, an estimated $104M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2018 was Freedom Investment Management, an estimated $1.89M sold.
Based on aggregated 13F filings for Q2 2018.