iShares Interest Rate Hedged Corporate Bond ETF
LQDH
82 hedge funds and large institutions have $289M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
94% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 18
15% more capital invested
Capital invested by funds: $252M → $289M (+$37.4M)
11% more funds holding
Funds holding: 74 → 82 (+8)
4.58% more ownership
Funds ownership: 67.65% → 72.23% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$13.3M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$12.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.46M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.91M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$5.37M |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$3.67M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.97M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.62M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$1.57M |
LQDH Hedge Fund Activity: Q3 2024 in Review
82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q3 2024, worth a combined $289M — up 15% from $252M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LQDH positions and 8 closed out — a net gain of 8 holders — while 35 added to existing stakes and 18 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $13.3M. The largest seller was KFG Wealth Management, exiting entirely with an estimated $5.37M sold.
- 82 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q3 2024, up from 74 in Q2 2024.
- Funds reported $289M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 16 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q3 2024 and 8 closed out, a net change of +8 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q3 2024 was AssetMark Inc, an estimated $13.3M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q3 2024 was KFG Wealth Management, an estimated $5.37M sold.
Based on aggregated 13F filings for Q3 2024.