iShares Interest Rate Hedged Corporate Bond ETF
LQDH
74 hedge funds and large institutions have $231M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
13% more capital invested
Capital invested by funds: $204M → $231M (+$27.2M)
7% more funds holding
Funds holding: 69 → 74 (+5)
0.89% less ownership
Funds ownership: 74.26% → 73.36% (-0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$5.59M |
| 2 |
AssetMark Inc
Concord,
California
|
+$3.49M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$3.39M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$3.36M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.38M |
| 2 |
Jane Street
New York
|
-$1.99M |
| 3 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
|
-$1.8M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$514K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$389K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.38M | -25,547 | Closed |
|
|
CIA
77
Covington Investment Advisors
Ligonier,
Pennsylvania
| – | -$1.8M | -19,391 | Closed |
|
|
SPIA
78
Steward Partners Investment Advisory
New York
| – | -$16.8K | -181 | Closed |
|
|
IRC
79
Investors Research Corp
Atlanta,
Georgia
| – | -$8.56K | -92 | Closed |
|
|
ASN
80
Advisory Services Network
Atlanta,
Georgia
| – | -$8.01K | -86 | Closed |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4.84K | -52 | Closed |
|
LQDH Hedge Fund Activity: Q1 2024 in Review
74 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2024, worth a combined $231M — up 13% from $204M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new LQDH positions and 6 closed out — a net gain of 5 holders — while 29 added to existing stakes and 22 trimmed.
The largest buyer was Scotia Capital, adding an estimated $5.59M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.38M sold.
- 74 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2024, up from 69 in Q4 2023.
- Funds reported $231M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 11 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2024 and 6 closed out, a net change of +5 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2024 was Scotia Capital, an estimated $5.59M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2024 was Susquehanna International Group, an estimated $2.38M sold.
Based on aggregated 13F filings for Q1 2024.