iShares Interest Rate Hedged Corporate Bond ETF
LQDH
87 hedge funds and large institutions have $531M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 18 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
23% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 26
0% more capital invested
Capital invested by funds: $530M → $531M (+$831K)
0.59% less ownership
Funds ownership: 82.54% → 81.95% (-0.59%)
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
3% less funds holding
Funds holding: 90 → 87 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$15.8M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$6.33M |
| 3 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$5.52M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$5.27M |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.4M |
| 2 |
BlackRock
New York
|
-$9.75M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.39M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.49M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$4.05M |
LQDH Hedge Fund Activity: Q3 2021 in Review
87 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q3 2021, worth a combined $531M — up 0.16% from $530M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of LQDH and 17 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 32 added.
The largest buyer was AssetMark Inc, adding an estimated $15.8M. The largest seller was Envestnet Asset Management, cutting an estimated $20.4M.
- 87 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q3 2021, down from 90 in Q2 2021.
- Funds reported $531M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q3 2021, up 0.16% quarter-over-quarter.
- 17 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q3 2021 and 18 closed out, a net change of -1 holder.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q3 2021 was AssetMark Inc, an estimated $15.8M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $20.4M sold.
Based on aggregated 13F filings for Q3 2021.