iShares Interest Rate Hedged Corporate Bond ETF
LQDH
78 hedge funds and large institutions have $427M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
41% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 22
8% more capital invested
Capital invested by funds: $394M → $427M (+$32.9M)
7% more funds holding
Funds holding: 73 → 78 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.15% less ownership
Funds ownership: 85.13% → 82.99% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.75M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
+$4.56M |
| 4 |
MWC
MBM Wealth Consultants
Chesterfield,
Missouri
|
+$4.12M |
| 5 |
GL
Graypoint LLC
Albany,
New York
|
+$3.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.06M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.66M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1.36M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$1.18M |
LQDH Hedge Fund Activity: Q1 2021 in Review
78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2021, worth a combined $427M — up 8.4% from $394M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LQDH positions and 11 closed out — a net gain of 5 holders — while 31 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $12.1M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.06M sold.
- 78 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2021, up from 73 in Q4 2020.
- Funds reported $427M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2021, up 8.4% quarter-over-quarter.
- 16 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2021 and 11 closed out, a net change of +5 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $12.1M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2021 was Goldman Sachs, an estimated $2.06M sold.
Based on aggregated 13F filings for Q1 2021.