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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

69 hedge funds and large institutions have $204M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

22% more capital invested

Capital invested by funds: $167M → $204M (+$36.7M)

9.74% more ownership

Funds ownership: 64.52% → 74.26% (+9.7%)

8% more funds holding

Funds holding: 64 → 69 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFG
Beacon Financial Group
Texas
+$11.4M
2
Jane Street
Jane Street
New York
+$2.14M
3
SHJ
Sharkey, Howes & Javer
Colorado
+$1.45M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.29M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
RWI
Red Wave Investments
Pennsylvania
-$1.09M
2
Citadel Advisors
Citadel Advisors
Florida
-$928K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$780K
4
UBS Group
UBS Group
Switzerland
-$668K
5
WI
Wintrust Investments
Illinois
-$648K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$1.15M -$135K -1,453 -11%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.14M +$1.14M +12,270 New
Citadel Advisors
28
Citadel Advisors
Florida
$1.11M -$928K -10,014 -46%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.08M +$95.1K +1,026 +10%
TW
30
TrinityPoint Wealth
Connecticut
$947K -$151K -1,624 -14%
MML Investors Services
31
MML Investors Services
Massachusetts
$888K +$300K +3,232 +51%
Osaic Holdings
32
Osaic Holdings
Arizona
$824K +$140K +1,512 +21%
AWM
33
Able Wealth Management
New Jersey
$786K +$783K +8,448 New
TFM
34
Trademark Financial Management
Minnesota
$474K +$472K +5,089 New
OWA
35
Outlook Wealth Advisors
Texas
$415K +$413K +4,459 New
GFA
36
Gallagher Fiduciary Advisors
Illinois
$410K +$409K +4,409 New
PCIA
37
Prime Capital Investment Advisors
Kansas
$398K +$139K +1,501 +54%
CAN
38
Cetera Advisor Networks
California
$385K +$1.02K +11 +0.3%
PAG
39
Private Advisor Group
New Jersey
$385K +$8.99K +97 +2%
HCA
40
Heck Capital Advisors
Wisconsin
$358K +$264K +2,848 +285%
AAS
41
Avantax Advisory Services
Texas
$330K +$6.58K +71 +2%
FFA
42
Founders Financial Alliance
North Carolina
$304K -$68.3K -737 -18%
HI
43
Harbour Investments
Wisconsin
$300K – – –
JCM
44
Jacobi Capital Management
Pennsylvania
$294K +$27K +291 +10%
GCAC
45
Guardian Capital Advisors (Canada)
Ontario, Canada
$233K -$34.8K -375 -13%
BCV
46
Banque Cantonale Vaudoise
Switzerland
$182K -$25.8K -278 -12%
MWM
47
Mascoma Wealth Management
New Hampshire
$81K – – –
SS
48
Sunbelt Securities
Texas
$70.3K – – –
CPA
49
Clear Point Advisors
New York
$65.3K +$65K +701 New
Wells Fargo
50
Wells Fargo
California
$50.5K +$42.8K +462 +570%
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LQDH Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2023, worth a combined $204M — up 22% from $167M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LQDH positions and 7 closed out — a net gain of 5 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was Beacon Financial Group, opening a new position worth an estimated $11.4M. The largest seller was Red Wave Investments, cutting an estimated $1.09M.

  • 69 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2023, up from 64 in Q3 2023.
  • Funds reported $204M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 12 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2023 and 7 closed out, a net change of +5 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2023 was Beacon Financial Group, an estimated $11.4M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2023 was Red Wave Investments, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2023.