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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

73 hedge funds and large institutions have $394M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

108% more capital invested

Capital invested by funds: $189M → $394M (+$204M)

40% more funds holding

Funds holding: 52 → 73 (+21)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

11.41% more ownership

Funds ownership: 73.72% → 85.13% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
73
Holders Change
+21
Holders Change %
+40.38%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
18
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$111M
2
RBA
Richard Bernstein Advisors
New York
+$68.5M
3
BlackRock
BlackRock
New York
+$9.99M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.15M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.52M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$15.6M
2
UBS Group
UBS Group
Switzerland
-$12.6M
3
TSA
Tri-Star Advisors
Texas
-$3.11M
4
Betterment LLC
Betterment LLC
New York
-$3M
5
UCFA
United Capital Financial Advisors
Texas
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
26
Semmax Financial Advisors
North Carolina
$1.19M -$895K -9,570 -44%
SCA
27
Snowden Capital Advisors
New York
$1.18M -$23.9K -256 -2%
Betterment LLC
28
Betterment LLC
New York
$1.02M -$3M -32,103 -75%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$957K -$565K -6,045 -38%
MCC
30
Money Concepts Capital
Florida
$754K +$738K +7,893 New
TPWA
31
TRUE Private Wealth Advisors
Oregon
$737K +$106K +1,128 +17%
WP
32
WealthSource Partners
California
$579K +$567K +6,062 New
VWM
33
Venturi Wealth Management
Texas
$520K +$509K +5,447 New
FFA
34
Founders Financial Alliance
North Carolina
$457K – – –
MWM
35
Mascoma Wealth Management
New Hampshire
$422K +$413K +4,415 New
TWM
36
Titus Wealth Management
California
$402K -$5.14K -55 -1%
AWE
37
Avidian Wealth Enterprises
Texas
$399K +$391K +4,178 New
PP
38
Patron Partners
Texas
$388K +$380K +4,062 New
NA
39
NewEdge Advisors
Louisiana
$362K +$354K +3,790 New
CHAM
40
Clear Harbor Asset Management
Connecticut
$331K – – –
5L
41
55I LLC
Massachusetts
$323K +$316K +3,380 New
NL
42
NWAM LLC
Washington
$293K +$287K +3,072 New
PFA
43
Pettinga Financial Advisors
Indiana
$266K +$260K +2,779 New
SPC
44
Sigma Planning Corp
Michigan
$216K +$211K +2,257 New
4WM
45
4J Wealth Management
Virginia
$209K +$205K +2,188 New
SW
46
SteelPeak Wealth
California
$205K +$201K +2,148 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$202K +$198K +2,116 New
KAS
48
Kestra Advisory Services
Texas
$202K +$198K +2,118 New
HI
49
Hudock Inc
Pennsylvania
$148K +$935 +10 +0.6%
CFGS
50
Concourse Financial Group Securities
Alabama
$131K -$190K -2,027 -60%
1
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LQDH Hedge Fund Activity: Q4 2020 in Review

73 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2020, worth a combined $394M — up 108% from $189M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new LQDH positions and 10 closed out — a net gain of 23 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $111M. The largest seller was AssetMark Inc, cutting an estimated $15.6M.

  • 73 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2020, up from 52 in Q3 2020.
  • Funds reported $394M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2020, up 108% quarter-over-quarter.
  • 33 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2020 and 10 closed out, a net change of +23 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2020 was Bank of America, an estimated $111M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2020 was AssetMark Inc, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2020.