We are live on ! Find out more
LQDH icon

iShares Interest Rate Hedged Corporate Bond ETF
LQDH

90 hedge funds and large institutions have $530M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

167% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 15

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $427M → $530M (+$103M)

15% more funds holding

Funds holding: 78 → 90 (+12)

0.44% less ownership

Funds ownership: 82.99% → 82.54% (-0.44%)

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
22
Increased
40
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SI
SimpliFi Inc
California
+$26.2M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
+$23.6M
3
MFM
Mirsky Financial Management
New York
+$11.5M
4
LPL Financial
LPL Financial
California
+$6.07M
5
RBA
Richard Bernstein Advisors
New York
+$5.85M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.12M
2
Stifel Financial
Stifel Financial
Missouri
-$1.94M
3
Creative Planning
Creative Planning
Kansas
-$1.1M
4
BlackRock
BlackRock
New York
-$476K
5
CHAM
Clear Harbor Asset Management
Connecticut
-$334K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$17K – – –
William Blair & Company
77
William Blair & Company
Illinois
$13K – – –
GFPC
78
Global Financial Private Client
Florida
$11.4K – – –
HWMA
79
Heritage Wealth Management (Arizona)
Arizona
$11K -$21.8K -227 -66%
HNB
80
Huntington National Bank
Ohio
$8K – – –
SFA
81
Semmax Financial Advisors
North Carolina
$8K – – –
IFAM
82
Institutional & Family Asset Management
Colorado
$7K – – –
S
83
SignatureFD
Georgia
$5K +$1.25K +13 +37%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$3K – – –
MFT
85
Moisand Fitzgerald Tamayo
Florida
$3K +$3.07K +32 New
ACM
86
Anfield Capital Management
California
$2K +$1.82K +19 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$2K +$2.3K +24 New
AWA
88
Arkadios Wealth Advisors
Georgia
$1K – – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$1K +$1.25K +13 New
BBHC
91
Brown Brothers Harriman & Co
New York
$7 +$6.62K +69 New
Jane Street
92
Jane Street
New York
– -$4.12M -42,654 Closed
CHAM
93
Clear Harbor Asset Management
Connecticut
– -$334K -3,465 Closed
AWE
94
Avidian Wealth Enterprises
Texas
– -$285K -2,953 Closed
RWMH
95
Riverpoint Wealth Management Holdings
Illinois
– -$258K -2,675 Closed
AIC
96
Ameritas Investment Company
Nebraska
– -$146K -1,511 Closed
AWM
97
Atticus Wealth Management
Florida
– -$17K -172 Closed
SFS
98
Sowell Financial Services
Arkansas
– -$16K -172 Closed
BA
99
Bellwether Advisors
Nebraska
– -$1K -19 Closed
PA
100
Parallel Advisors
California
– +$384 +4 New
1 2 3
4

LQDH Hedge Fund Activity: Q2 2021 in Review

90 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2021, worth a combined $530M — up 24% from $427M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LQDH positions and 9 closed out — a net gain of 13 holders — while 40 added to existing stakes and 15 trimmed.

The largest buyer was SimpliFi Inc, opening a new position worth an estimated $26.2M. The largest seller was Jane Street, exiting entirely with an estimated $4.12M sold.

  • 90 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2021, up from 78 in Q1 2021.
  • Funds reported $530M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2021, up 24% quarter-over-quarter.
  • 22 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2021 and 9 closed out, a net change of +13 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2021 was SimpliFi Inc, an estimated $26.2M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2021 was Jane Street, an estimated $4.12M sold.

Based on aggregated 13F filings for Q2 2021.