iShares Interest Rate Hedged Corporate Bond ETF
LQDH
45 hedge funds and large institutions have $161M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 7 closing their positions.
61% more capital invested
Capital invested by funds: $99.6M → $161M (+$60.9M)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
12.44% more ownership
Funds ownership: 56.56% → 69% (+12%)
2% more funds holding
Funds holding: 44 → 45 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$57M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.9M |
| 3 |
Jane Street
New York
|
+$2.79M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.75M |
| 5 |
SI
SimpliFi Inc
San Diego,
California
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$2.27M |
| 2 |
MFM
Mirsky Financial Management
Rochester,
New York
|
-$2.08M |
| 3 |
WPSG
Wealth & Pension Services Group
Atlanta,
Georgia
|
-$1.38M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.12M |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$1.04M |
LQDH Hedge Fund Activity: Q1 2019 in Review
45 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2019, worth a combined $161M — up 61% from $99.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LQDH positions and 7 closed out — a net gain of 2 holders — while 14 added to existing stakes and 16 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $57M. The largest seller was Fortis Advisors, cutting an estimated $2.27M.
- 45 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2019, up from 44 in Q4 2018.
- Funds reported $161M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2019, up 61% quarter-over-quarter.
- 9 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2019 and 7 closed out, a net change of +2 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2019 was AssetMark Inc, an estimated $57M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2019 was Fortis Advisors, an estimated $2.27M sold.
Based on aggregated 13F filings for Q1 2019.