iShares Interest Rate Hedged Corporate Bond ETF
LQDH
73 hedge funds and large institutions have $394M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 10 closing their positions.
230% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 10
108% more capital invested
Capital invested by funds: $189M → $394M (+$204M)
40% more funds holding
Funds holding: 52 → 73 (+21)
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
11.41% more ownership
Funds ownership: 73.72% → 85.13% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$111M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$68.5M |
| 3 |
BlackRock
New York
|
+$9.99M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.15M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.52M |
Top Sellers
| 1 |
AssetMark Inc
Concord,
California
|
-$15.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$12.6M |
| 3 |
TSA
Tri-Star Advisors
Houston,
Texas
|
-$3.11M |
| 4 |
Betterment LLC
New York
|
-$3M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSA
76
Tri-Star Advisors
Houston,
Texas
| – | -$3.11M | -33,629 | Closed |
|
|
UCFA
77
United Capital Financial Advisors
Irving,
Texas
| – | -$2.4M | -26,238 | Closed |
|
|
AWM
78
AE Wealth Management
Topeka,
Kansas
| – | -$1.83M | -20,010 | Closed |
|
|
SS
79
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$1.83M | -20,010 | Closed |
|
|
OFG
80
OmniStar Financial Group
Wilmington,
North Carolina
| – | -$1.4M | -15,304 | Closed |
|
81
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.13M | -12,331 | Closed |
|
82
Bank of New York Mellon
New York
| – | -$683K | -7,484 | Closed |
|
|
W
83
WealthOne
Albany,
New York
| – | -$236K | -2,590 | Closed |
|
|
EDRH
84
Edmond de Rothschild Holding
Chambesy,
Switzerland
| – | -$23K | -250 | Closed |
|
|
MPWT
85
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$7K | -72 | Closed |
|
LQDH Hedge Fund Activity: Q4 2020 in Review
73 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2020, worth a combined $394M — up 108% from $189M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new LQDH positions and 10 closed out — a net gain of 23 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was Bank of America, adding an estimated $111M. The largest seller was AssetMark Inc, cutting an estimated $15.6M.
- 73 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2020, up from 52 in Q3 2020.
- Funds reported $394M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2020, up 108% quarter-over-quarter.
- 33 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2020 and 10 closed out, a net change of +23 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2020 was Bank of America, an estimated $111M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2020 was AssetMark Inc, an estimated $15.6M sold.
Based on aggregated 13F filings for Q4 2020.