iShares Interest Rate Hedged Corporate Bond ETF
LQDH
74 hedge funds and large institutions have $252M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 20
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
9% more capital invested
Capital invested by funds: $231M → $252M (+$20.5M)
0% more funds holding
Funds holding: 74 → 74 (0)
5.71% less ownership
Funds ownership: 73.36% → 67.65% (-5.7%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$7.78M |
| 2 |
Morgan Stanley
New York
|
+$4.19M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.96M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$3.17M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.14M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$737K |
| 4 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$716K |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$551K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Jane Street
New York
| – | -$6.9M | -73,342 | Closed |
|
|
OWA
77
Outlook Wealth Advisors
Shenandoah,
Texas
| – | -$551K | -5,861 | Closed |
|
|
JCM
78
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$376K | -3,997 | Closed |
|
|
GFA
79
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| – | -$372K | -3,955 | Closed |
|
|
FGAM
80
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$122K | -1,300 | Closed |
|
81
Comerica Bank
Dallas,
Texas
| – | -$11.2K | -119 | Closed |
|
|
VWM
82
Venturi Wealth Management
Austin,
Texas
| – | -$11.2K | -119 | Closed |
|
|
ACA
83
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$3.2K | -34 | Closed |
|
|
AF
84
Allworth Financial
Folsom,
California
| – | -$565 | -6 | Closed |
|
85
Fidelity Investments
Boston,
Massachusetts
| – | -$424 | -5 | Closed |
|
LQDH Hedge Fund Activity: Q2 2024 in Review
74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2024, worth a combined $252M — up 8.9% from $231M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LQDH positions and 10 closed out — a net gain of 2 holders — while 28 added to existing stakes and 20 trimmed.
The largest buyer was Capital Investment Advisory Services, adding an estimated $7.78M. The largest seller was Jane Street, exiting entirely with an estimated $6.9M sold.
- 74 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $252M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2024, up 8.9% quarter-over-quarter.
- 12 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2024 and 10 closed out, a net change of +2 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2024 was Capital Investment Advisory Services, an estimated $7.78M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $6.9M sold.
Based on aggregated 13F filings for Q2 2024.