We are live on ! Find out more
LQDH icon

iShares Interest Rate Hedged Corporate Bond ETF
LQDH

103 hedge funds and large institutions have $913M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 13

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

72% more capital invested

Capital invested by funds: $531M → $913M (+$382M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more funds holding

Funds holding: 87 → 103 (+16)

3.38% more ownership

Funds ownership: 81.95% → 85.34% (+3.4%)

Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
26
Increased
50
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$201M
2
RBA
Richard Bernstein Advisors
New York
+$109M
3
CA
Capital Advantage
California
+$25.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.4M
5
ACM
Advisors Capital Management
New Jersey
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
WAP
Wealthcare Advisory Partners
Pennsylvania
-$6.21M
2
Wells Fargo
Wells Fargo
California
-$3.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.47M
4
AssetMark Inc
AssetMark Inc
California
-$712K
5
OWA
Outlook Wealth Advisors
Texas
-$577K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
26
Collective Family Office
Pennsylvania
$3.66M +$2.12M +22,096 +137%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.29M +$353K +3,677 +12%
Citadel Advisors
28
Citadel Advisors
Florida
$2.94M +$2.94M +30,691 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$2.61M +$6.52K +68 +0.3%
AWS
30
AJ Wealth Strategies
New York
$2.38M – – –
ASN
31
Advisory Services Network
Georgia
$2.27M +$1.94M +20,267 +595%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$2.14M – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.01M +$2.01M +20,957 New
Betterment LLC
34
Betterment LLC
New York
$1.77M +$281K +2,933 +19%
TW
35
TrinityPoint Wealth
Connecticut
$1.57M +$1.58M +16,458 New
MCC
36
Money Concepts Capital
Florida
$1.45M +$1.45M +15,100 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.32M +$870K +9,071 +193%
AWA
38
Aquire Wealth Advisors
Utah
$1.29M +$1.3M +13,507 New
CSPAM
39
Cary Street Partners Asset Management
Virginia
$1.26M +$1.26M +13,141 New
CIAS
40
Capital Investment Advisory Services
North Carolina
$1.22M +$169K +1,766 +16%
UCFA
41
United Capital Financial Advisors
Texas
$1.21M +$166K +1,730 +16%
SCA
42
Southern Capital Advisors
Tennessee
$1.13M +$1.13M +11,814 New
WCM
43
Wealthcare Capital Management
Virginia
$981K +$64K +667 +7%
VWM
44
Venturi Wealth Management
Texas
$906K +$388K +4,041 +75%
PP
45
Patron Partners
Texas
$893K +$482K +5,022 +117%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$802K +$804K +8,379 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$667K -$22.4K -233 -3%
TWM
48
Titus Wealth Management
California
$644K +$63.1K +658 +11%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$632K – – –
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$616K +$350K +3,643 +130%
1
2
3 4 5

LQDH Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2021, worth a combined $913M — up 72% from $531M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LQDH positions and 8 closed out — a net gain of 18 holders — while 50 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $201M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $6.21M.

  • 103 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2021, up from 87 in Q3 2021.
  • Funds reported $913M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2021, up 72% quarter-over-quarter.
  • 26 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2021 and 8 closed out, a net change of +18 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $201M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2021 was Wealthcare Advisory Partners, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2021.