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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

123 hedge funds and large institutions have $941M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

14% more funds holding

Funds holding: 108 → 123 (+15)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

0.96% more ownership

Funds ownership: 88.03% → 88.99% (+0.96%)

15% less capital invested

Capital invested by funds: $1.11B → $941M (-$171M)

38% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 52

Holders
123
Holders Change
+15
Holders Change %
+13.89%
% of All Funds
2.07%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
31
Increased
32
Reduced
52
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$23.9M
2
F
F3Logic
Minnesota
+$21.9M
3
AIM
Astor Investment Management
Illinois
+$15.7M
4
AWM
AE Wealth Management
Kansas
+$9.95M
5
AI
Atria Investments
North Carolina
+$9.31M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$84.3M
2
RBA
Richard Bernstein Advisors
New York
-$60.2M
3
AssetMark Inc
AssetMark Inc
California
-$24.8M
4
WP
WealthShield Partners
North Carolina
-$9.27M
5
SI
Stephens Inc
Arkansas
-$8.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$4.55M -$6.96M -75,951 -60%
CCM
27
Condor Capital Management
New Jersey
$4.5M -$89.4K -976 -2%
SC
28
Scotia Capital
Ontario, Canada
$4.19M -$83.7K -914 -2%
DADC
29
D.A. Davidson & Co
Montana
$4.1M +$4.16M +45,441 New
CWA
30
Centennial Wealth Advisory
Michigan
$3.97M +$4.03M +44,019 New
RWI
31
Red Wave Investments
Pennsylvania
$3.86M +$3.25M +35,500 +488%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.78M +$319K +3,486 +9%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.73M -$480K -5,236 -15%
PFPT
34
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.6M +$1.44M +15,754 +121%
FIM
35
Freedom Investment Management
Connecticut
$2.57M +$2.61M +28,515 New
Stifel Financial
36
Stifel Financial
Missouri
$2.53M -$1.55M -16,939 -38%
DFC
37
DBK Financial Counsel
Ohio
$2.51M +$37.2K +406 +1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.43M -$80.3K -877 -3%
TCA
39
Transcend Capital Advisors
New Jersey
$2.42M -$1.09M -11,905 -31%
AWS
40
AJ Wealth Strategies
New York
$2.25M – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.88M +$744K +8,121 +64%
GM
42
GeoWealth Management
Illinois
$1.88M +$1.9M +20,750 New
IWM
43
IHT Wealth Management
Illinois
$1.74M +$1.76M +19,237 New
TW
44
TrinityPoint Wealth
Connecticut
$1.7M +$36.4K +397 +2%
MCC
45
Money Concepts Capital
Florida
$1.55M +$176K +1,925 +13%
CIAS
46
Capital Investment Advisory Services
North Carolina
$1.39M +$141K +1,537 +11%
CFO
47
Collective Family Office
Pennsylvania
$1.36M -$4.28M -46,690 -76%
WEG
48
World Equity Group
Illinois
$1.35M +$1.37M +14,947 New
OWA
49
Outlook Wealth Advisors
Texas
$1.35M +$1.37M +14,902 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.29M -$42.1K -459 -3%
1
2
3 4 5

LQDH Hedge Fund Activity: Q2 2022 in Review

123 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2022, worth a combined $941M — down 15% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new LQDH positions and 16 closed out — a net gain of 15 holders — while 32 added to existing stakes and 52 trimmed.

The largest buyer was Wells Fargo, adding an estimated $23.9M. The largest seller was Bank of America, cutting an estimated $84.3M.

  • 123 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2022, up from 108 in Q1 2022.
  • Funds reported $941M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 31 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2022 and 16 closed out, a net change of +15 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2022 was Wells Fargo, an estimated $23.9M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2022 was Bank of America, an estimated $84.3M sold.

Based on aggregated 13F filings for Q2 2022.