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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

74 hedge funds and large institutions have $252M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $231M → $252M (+$20.5M)

0% more funds holding

Funds holding: 74 → 74 (0)

5.71% less ownership

Funds ownership: 73.36% → 67.65% (-5.7%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
28
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
Capital Investment Advisory Services
North Carolina
+$7.78M
2
Morgan Stanley
Morgan Stanley
New York
+$4.19M
3
FIA
Foundations Investment Advisors
Arizona
+$3.96M
4
AAS
Ameritas Advisory Services
Nebraska
+$3.17M
5
LPL Financial
LPL Financial
California
+$3.04M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.14M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$737K
4
BFG
Beacon Financial Group
Texas
-$716K
5
OWA
Outlook Wealth Advisors
Texas
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
26
Columbia Advisory Partners
Washington
$1.38M +$1.39M +14,803 New
MML Investors Services
27
MML Investors Services
Massachusetts
$1.34M +$264K +2,822 +24%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$1.34M +$33.5K +358 +3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.31M +$361K +3,853 +38%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.23M -$86.3K -922 -7%
AWA
31
Aquire Wealth Advisors
Utah
$1.18M – – –
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.12M -$112K -1,194 -9%
AWM
33
Able Wealth Management
New Jersey
$1.07M +$130K +1,385 +14%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1M -$28.9K -309 -3%
Truist Financial
35
Truist Financial
North Carolina
$1M +$1.01M +10,809 New
TW
36
TrinityPoint Wealth
Connecticut
$939K -$5.15K -55 -0.5%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$926K -$231K -2,463 -20%
HCA
38
Heck Capital Advisors
Wisconsin
$689K +$329K +3,512 +90%
TFM
39
Trademark Financial Management
Minnesota
$643K +$63.6K +680 +11%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$581K +$227K +2,425 +63%
AAS
41
Avantax Advisory Services
Texas
$419K -$47K -502 -10%
GVAG
42
Great Valley Advisor Group
Delaware
$380K +$382K +4,085 New
SA
43
Sanctuary Advisors
Indiana
$372K +$371K +3,964 New
SPC
44
Sigma Planning Corp
Michigan
$340K +$342K +3,654 New
EWA
45
EP Wealth Advisors
California
$331K +$333K +3,559 New
PAG
46
Private Advisor Group
New Jersey
$298K -$4.59K -49 -2%
HI
47
Harbour Investments
Wisconsin
$284K -$15K -160 -5%
FFA
48
Founders Financial Alliance
North Carolina
$273K -$30K -320 -10%
GCAC
49
Guardian Capital Advisors (Canada)
Ontario, Canada
$229K +$4.68K +50 +2%
BCV
50
Banque Cantonale Vaudoise
Switzerland
$182K – – –
1
2
3 4

LQDH Hedge Fund Activity: Q2 2024 in Review

74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2024, worth a combined $252M — up 8.9% from $231M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LQDH positions and 10 closed out — a net gain of 2 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Capital Investment Advisory Services, adding an estimated $7.78M. The largest seller was Jane Street, exiting entirely with an estimated $6.9M sold.

  • 74 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $252M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2024, up 8.9% quarter-over-quarter.
  • 12 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2024 and 10 closed out, a net change of +2 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2024 was Capital Investment Advisory Services, an estimated $7.78M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $6.9M sold.

Based on aggregated 13F filings for Q2 2024.