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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

90 hedge funds and large institutions have $530M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

167% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 15

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $427M → $530M (+$103M)

15% more funds holding

Funds holding: 78 → 90 (+12)

0.44% less ownership

Funds ownership: 82.99% → 82.54% (-0.44%)

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
22
Increased
40
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SI
SimpliFi Inc
California
+$26.2M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
+$23.6M
3
MFM
Mirsky Financial Management
New York
+$11.5M
4
LPL Financial
LPL Financial
California
+$6.07M
5
RBA
Richard Bernstein Advisors
New York
+$5.85M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.12M
2
Stifel Financial
Stifel Financial
Missouri
-$1.94M
3
Creative Planning
Creative Planning
Kansas
-$1.1M
4
BlackRock
BlackRock
New York
-$476K
5
CHAM
Clear Harbor Asset Management
Connecticut
-$334K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$2.13M +$153K +1,591 +8%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.92M +$200K +2,090 +12%
TCA
28
Transcend Capital Advisors
New Jersey
$1.58M +$41.1K +428 +3%
CW
29
CreativeOne Wealth
Kansas
$1.55M +$1.54M +16,085 New
Citadel Advisors
30
Citadel Advisors
Florida
$1.51M +$1.5M +15,662 New
Creative Planning
31
Creative Planning
Kansas
$1.5M -$1.1M -11,430 -42%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.49M +$49K +511 +3%
KWM
33
Kingsview Wealth Management
Oregon
$1.08M +$92.8K +968 +9%
Betterment LLC
34
Betterment LLC
New York
$939K +$935K +9,752 New
WCM
35
Wealthcare Capital Management
Virginia
$895K +$891K +9,290 New
TPWA
36
TRUE Private Wealth Advisors
Oregon
$702K +$220K +2,291 +46%
5L
37
55I LLC
Massachusetts
$688K +$259K +2,699 +61%
OWA
38
Outlook Wealth Advisors
Texas
$593K -$480 -5 -0.1%
TWM
39
Titus Wealth Management
California
$572K +$189K +1,970 +50%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$555K +$553K +5,761 New
CSPIA
41
Cary Street Partners Investment Advisory
Virginia
$535K +$171K +1,786 +47%
WP
42
WealthSource Partners
California
$533K -$27K -282 -5%
VWM
43
Venturi Wealth Management
Texas
$522K +$671 +7 +0.1%
FFA
44
Founders Financial Alliance
North Carolina
$469K -$767 -8 -0.2%
NA
45
NewEdge Advisors
Louisiana
$432K +$41.5K +433 +11%
IWP
46
Icon Wealth Partners
Texas
$430K +$61.1K +637 +17%
NL
47
NWAM LLC
Washington
$392K +$13K +136 +3%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$387K +$215K +2,244 +126%
PP
49
Patron Partners
Texas
$386K -$7.96K -83 -2%
RJA
50
Raymond James & Associates
Florida
$379K +$172K +1,795 +84%
1
2
3 4

LQDH Hedge Fund Activity: Q2 2021 in Review

90 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2021, worth a combined $530M — up 24% from $427M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LQDH positions and 9 closed out — a net gain of 13 holders — while 40 added to existing stakes and 15 trimmed.

The largest buyer was SimpliFi Inc, opening a new position worth an estimated $26.2M. The largest seller was Jane Street, exiting entirely with an estimated $4.12M sold.

  • 90 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2021, up from 78 in Q1 2021.
  • Funds reported $530M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2021, up 24% quarter-over-quarter.
  • 22 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2021 and 9 closed out, a net change of +13 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2021 was SimpliFi Inc, an estimated $26.2M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2021 was Jane Street, an estimated $4.12M sold.

Based on aggregated 13F filings for Q2 2021.