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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

108 hedge funds and large institutions have $1.11B invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $913M → $1.11B (+$200M)

5% more funds holding

Funds holding: 103 → 108 (+5)

2.69% more ownership

Funds ownership: 85.34% → 88.03% (+2.7%)

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.7%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
25
Increased
44
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Destination Wealth Management
California
+$76.2M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$43.3M
3
Bank of America
Bank of America
North Carolina
+$20.2M
4
WP
WealthShield Partners
North Carolina
+$20.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
-$6.6M
2
WWM
WJ Wealth Management
Arizona
-$6.14M
3
Jane Street
Jane Street
New York
-$5.88M
4
Wells Fargo
Wells Fargo
California
-$3.41M
5
LPL Financial
LPL Financial
California
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Southern Capital Advisors
Tennessee
$4.6M +$3.49M +37,331 +316%
LB
27
Leo Brokerage
Texas
$4.48M +$4.48M +47,926 New
Osaic Holdings
28
Osaic Holdings
Arizona
$4.46M +$347K +3,709 +8%
SC
29
Scotia Capital
Ontario, Canada
$4.43M +$303K +3,238 +7%
AI
30
Atria Investments
North Carolina
$4.34M +$4.34M +46,364 New
Stifel Financial
31
Stifel Financial
Missouri
$4.21M +$308K +3,295 +8%
TCA
32
Transcend Capital Advisors
New Jersey
$3.63M +$27K +289 +0.8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.59M +$1.63M +17,474 +83%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.32M -$1.85M -19,811 -36%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$2.8M +$239K +2,558 +9%
Jane Street
36
Jane Street
New York
$2.72M -$5.88M -62,855 -68%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.6M -$614K -6,568 -19%
DFC
38
DBK Financial Counsel
Ohio
$2.57M +$2.57M +27,435 New
AWS
39
AJ Wealth Strategies
New York
$2.33M – – –
Betterment LLC
40
Betterment LLC
New York
$1.88M +$145K +1,551 +8%
Wells Fargo
41
Wells Fargo
California
$1.79M -$3.41M -36,489 -66%
TW
42
TrinityPoint Wealth
Connecticut
$1.72M +$181K +1,936 +12%
MCC
43
Money Concepts Capital
Florida
$1.42M +$7.85K +84 +0.6%
AWS
44
Atria Wealth Solutions
New York
$1.4M +$1.4M +15,000 New
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$1.38M +$87.8K +939 +7%
UCFA
46
United Capital Financial Advisors
Texas
$1.32M +$132K +1,412 +11%
CIAS
47
Capital Investment Advisory Services
North Carolina
$1.3M +$105K +1,118 +9%
AWA
48
Aquire Wealth Advisors
Utah
$1.26M – – –
PFPT
49
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.22M +$1.22M +13,055 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.19M +$1.19M +12,753 New
1
2
3 4 5

LQDH Hedge Fund Activity: Q1 2022 in Review

108 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2022, worth a combined $1.11B — up 22% from $913M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LQDH positions and 18 closed out — a net gain of 7 holders — while 44 added to existing stakes and 26 trimmed.

The largest buyer was Destination Wealth Management, adding an estimated $76.2M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $6.6M sold.

  • 108 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2022, up from 103 in Q4 2021.
  • Funds reported $1.11B of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2022, up 22% quarter-over-quarter.
  • 25 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2022 and 18 closed out, a net change of +7 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2022 was Destination Wealth Management, an estimated $76.2M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2022 was Redhawk Wealth Advisors, an estimated $6.6M sold.

Based on aggregated 13F filings for Q1 2022.