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iShares Interest Rate Hedged Corporate Bond ETF

52 hedge funds and large institutions have $189M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $181M → $189M (+$7.9M)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

3.89% less ownership

Funds ownership: 77.61%73.72% (-3.9%)

10% less funds holding

Funds holding: 5852 (-6)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
52
Holders Change
-6
Holders Change %
-10.34%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
19
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change

LQDH Hedge Fund Activity: Q3 2020 in Review

52 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q3 2020, worth a combined $189M — up 4.4% from $181M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LQDH and 5 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 19 added.

The largest buyer was Harborview Advisors, opening a new position worth an estimated $7M. The largest seller was Envestnet Asset Management, cutting an estimated $3.4M.

  • 52 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q3 2020, down from 58 in Q2 2020.
  • Funds reported $189M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q3 2020, up 4.4% quarter-over-quarter.
  • 5 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q3 2020 and 10 closed out, a net change of -5 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q3 2020 was Harborview Advisors, an estimated $7M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q3 2020 was Envestnet Asset Management, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2020.