iShares Interest Rate Hedged Corporate Bond ETF
LQDH
58 hedge funds and large institutions have $181M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 10 closing their positions.
180% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 10
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
55% more capital invested
Capital invested by funds: $117M → $181M (+$64.2M)
45% more funds holding
Funds holding: 40 → 58 (+18)
8.18% more ownership
Funds ownership: 69.43% → 77.61% (+8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$15.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$7M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$30.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.49M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.19M |
| 5 |
AWM
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
-$806K |
LQDH Hedge Fund Activity: Q2 2020 in Review
58 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2020, worth a combined $181M — up 55% from $117M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new LQDH positions and 10 closed out — a net gain of 18 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $28.9M. The largest seller was AssetMark Inc, cutting an estimated $30.6M.
- 58 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2020, up from 40 in Q1 2020.
- Funds reported $181M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2020, up 55% quarter-over-quarter.
- 28 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2020 and 10 closed out, a net change of +18 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $28.9M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2020 was AssetMark Inc, an estimated $30.6M sold.
Based on aggregated 13F filings for Q2 2020.