iShares Interest Rate Hedged Corporate Bond ETF
LQDH
86 hedge funds and large institutions have $276M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 30 closing their positions.
1.52% less ownership
Funds ownership: 83.44% → 81.92% (-1.5%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
21% less funds holding
Funds holding: 109 → 86 (-23)
31% less capital invested
Capital invested by funds: $400M → $276M (-$125M)
46% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 39
63% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$12.1M |
| 2 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$7.22M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$5.06M |
| 4 |
Jane Street
New York
|
+$4.11M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$51.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$24.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.4M |
| 4 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$13.4M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$9.73M |
LQDH Hedge Fund Activity: Q1 2023 in Review
86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2023, worth a combined $276M — down 31% from $400M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of LQDH and 11 opened new positions — a net loss of 19 holders — while 39 trimmed existing stakes and 21 added.
The largest buyer was AssetMark Inc, adding an estimated $12.1M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, cutting an estimated $51.3M.
- 86 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2023, down from 109 in Q4 2022.
- Funds reported $276M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2023, down 31% quarter-over-quarter.
- 11 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2023 and 30 closed out, a net change of -19 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2023 was AssetMark Inc, an estimated $12.1M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2023 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $51.3M sold.
Based on aggregated 13F filings for Q1 2023.