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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

103 hedge funds and large institutions have $913M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 13

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

72% more capital invested

Capital invested by funds: $531M → $913M (+$382M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more funds holding

Funds holding: 87 → 103 (+16)

3.38% more ownership

Funds ownership: 81.95% → 85.34% (+3.4%)

Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
26
Increased
50
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$201M
2
RBA
Richard Bernstein Advisors
New York
+$109M
3
CA
Capital Advantage
California
+$25.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.4M
5
ACM
Advisors Capital Management
New Jersey
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
WAP
Wealthcare Advisory Partners
Pennsylvania
-$6.21M
2
Wells Fargo
Wells Fargo
California
-$3.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.47M
4
AssetMark Inc
AssetMark Inc
California
-$712K
5
OWA
Outlook Wealth Advisors
Texas
-$577K
Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
51
TRUE Private Wealth Advisors
Oregon
$598K +$127K +1,324 +27%
AFAS
52
Acorn Financial Advisory Services
Virginia
$585K +$217K +2,257 +59%
PWM
53
Perigon Wealth Management
California
$562K +$563K +5,869 New
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$540K -$196K -2,045 -27%
NL
55
NWAM LLC
Washington
$515K +$2.69K +28 +0.5%
EA
56
Emerald Advisors
Washington
$507K +$133K +1,386 +35%
LA
57
Latitude Advisors
Florida
$467K +$180K +1,878 +62%
PA
58
Parallel Advisors
California
$467K +$468K +4,876 +121,900%
Creative Planning
59
Creative Planning
Kansas
$462K -$318K -3,311 -41%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$431K +$221K +2,305 +105%
GCAC
61
Guardian Capital Advisors (Canada)
Ontario, Canada
$428K +$2.69K +28 +0.6%
FFA
62
Founders Financial Alliance
North Carolina
$415K -$39.3K -410 -9%
W
63
WealthOne
New York
$351K +$3.17K +33 +0.9%
MWM
64
Mascoma Wealth Management
New Hampshire
$350K – – –
JCIA
65
Jackson Creek Investment Advisors
Colorado
$331K +$332K +3,458 New
RJA
66
Raymond James & Associates
Florida
$301K – – –
CAN
67
Cetera Advisor Networks
California
$294K -$22K -229 -7%
WWM
68
Wolff Wiese Magana
California
$291K +$170K +1,773 +140%
HWM
69
Howard Wealth Management
Connecticut
$284K +$285K +2,970 New
SG
70
StoneX Group
New York
$266K +$267K +2,778 New
BRWM
71
B. Riley Wealth Management
Tennessee
$265K +$65.2K +680 +33%
DWM
72
Destination Wealth Management
California
$256K – – –
5L
73
55I LLC
Massachusetts
$238K -$52.9K -551 -18%
OIA
74
OneDigital Investment Advisors
Kansas
$203K +$203K +2,119 New
HI
75
Hudock Inc
Pennsylvania
$150K +$863 +9 +0.6%
1 2
3
4 5

LQDH Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2021, worth a combined $913M — up 72% from $531M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LQDH positions and 8 closed out — a net gain of 18 holders — while 50 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $201M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $6.21M.

  • 103 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2021, up from 87 in Q3 2021.
  • Funds reported $913M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2021, up 72% quarter-over-quarter.
  • 26 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2021 and 8 closed out, a net change of +18 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $201M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2021 was Wealthcare Advisory Partners, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2021.