iShares Interest Rate Hedged Corporate Bond ETF
LQDH
40 hedge funds and large institutions have $117M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 10 closing their positions.
128% more capital invested
Capital invested by funds: $51.5M → $117M (+$65.8M)
20.77% more ownership
Funds ownership: 48.66% → 69.43% (+21%)
9% less funds holding
Funds holding: 44 → 40 (-4)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$88.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.4M |
| 3 |
Jane Street
New York
|
+$2.41M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.07M |
| 5 |
AC
AlphaCore Capital
La Jolla,
California
|
+$628K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$8.31M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$4.97M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.05M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.65M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.54M |
LQDH Hedge Fund Activity: Q1 2020 in Review
40 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2020, worth a combined $117M — up 128% from $51.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of LQDH and 9 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 8 added.
The largest buyer was AssetMark Inc, adding an estimated $88.6M. The largest seller was Scotia Capital, exiting entirely with an estimated $8.31M sold.
- 40 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2020, down from 44 in Q4 2019.
- Funds reported $117M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2020, up 128% quarter-over-quarter.
- 9 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2020 and 10 closed out, a net change of -1 holder.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2020 was AssetMark Inc, an estimated $88.6M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2020 was Scotia Capital, an estimated $8.31M sold.
Based on aggregated 13F filings for Q1 2020.