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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

74 hedge funds and large institutions have $252M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $231M → $252M (+$20.5M)

0% more funds holding

Funds holding: 74 → 74 (0)

5.71% less ownership

Funds ownership: 73.36% → 67.65% (-5.7%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
28
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
Capital Investment Advisory Services
North Carolina
+$7.78M
2
Morgan Stanley
Morgan Stanley
New York
+$4.19M
3
FIA
Foundations Investment Advisors
Arizona
+$3.96M
4
AAS
Ameritas Advisory Services
Nebraska
+$3.17M
5
LPL Financial
LPL Financial
California
+$3.04M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.14M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$737K
4
BFG
Beacon Financial Group
Texas
-$716K
5
OWA
Outlook Wealth Advisors
Texas
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$177K +$178K +1,903 +190,300%
CF
52
Centaurus Financial
California
$114K +$115K +1,230 New
MWM
53
Mascoma Wealth Management
New Hampshire
$80.8K – – –
SS
54
Sunbelt Securities
Texas
$70.2K – – –
CPA
55
Clear Point Advisors
New York
$65.9K +$374 +4 +0.6%
ACM
56
Anfield Capital Management
California
$62.1K +$62.5K +668 New
SRCM
57
Signature Resources Capital Management
California
$47.4K – – –
GJIA
58
Glass Jacobson Investment Advisors
Maryland
$37.2K +$22.7K +242 +152%
CFGS
59
Concourse Financial Group Securities
Alabama
$34.8K – – –
PTC
60
Private Trust Company
Ohio
$32.5K – – –
JP Morgan Chase
61
JP Morgan Chase
New York
$29.7K +$374 +4 +1%
CA
62
CoreCap Advisors
Michigan
$26K -$1.87K -20 -7%
CIA
63
Cape Investment Advisory
Georgia
$25.8K +$468 +5 +2%
CFD
64
Creative Financial Designs
Indiana
$13.9K +$14K +150 New
TAM
65
Tucker Asset Management
Colorado
$7.81K – – –
FFA
66
Farther Finance Advisors
California
$7.28K -$1.03K -11 -12%
GRP
67
Global Retirement Partners
California
$6.5K +$187 +2 +3%
GFPC
68
Global Financial Private Client
Florida
$4.65K – – –
WWP
69
WR Wealth Planners
Missouri
$2.42K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1K -$3.74K -40 -82%
NA
71
NewEdge Advisors
Louisiana
$929 – – –
BlackRock
72
BlackRock
New York
$558 – – –
PS
73
Principal Securities
Iowa
$465 +$468 +5 New
RFS
74
Richardson Financial Services
Massachusetts
$372 – – –
HNB
75
Huntington National Bank
Ohio
$93 – – –
1 2
3
4

LQDH Hedge Fund Activity: Q2 2024 in Review

74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2024, worth a combined $252M — up 8.9% from $231M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LQDH positions and 10 closed out — a net gain of 2 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Capital Investment Advisory Services, adding an estimated $7.78M. The largest seller was Jane Street, exiting entirely with an estimated $6.9M sold.

  • 74 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $252M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2024, up 8.9% quarter-over-quarter.
  • 12 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2024 and 10 closed out, a net change of +2 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2024 was Capital Investment Advisory Services, an estimated $7.78M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $6.9M sold.

Based on aggregated 13F filings for Q2 2024.