iShares Interest Rate Hedged Corporate Bond ETF
LQDH
103 hedge funds and large institutions have $913M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 8 closing their positions.
285% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 13
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
72% more capital invested
Capital invested by funds: $531M → $913M (+$382M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
18% more funds holding
Funds holding: 87 → 103 (+16)
3.38% more ownership
Funds ownership: 81.95% → 85.34% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$201M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$109M |
| 3 |
CA
Capital Advantage
Walnut Creek,
California
|
+$25.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.4M |
| 5 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$6.21M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.55M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.47M |
| 4 |
AssetMark Inc
Concord,
California
|
-$712K |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$577K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
101
Spire Wealth Management
Mclean,
Virginia
| $2K | +$2.02K | +21 | New |
|
102
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$863 | +9 | New |
|
|
AWA
103
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $1K | +$1.05K | +11 | New |
|
|
104
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.47M | -25,820 | Closed |
|
|
OWA
105
Outlook Wealth Advisors
Shenandoah,
Texas
| – | -$577K | -6,025 | Closed |
|
106
JP Morgan Chase
New York
| – | -$96K | -1,000 | Closed |
|
|
GRP
107
Global Retirement Partners
San Rafael,
California
| – | -$50K | -521 | Closed |
|
|
BBHC
108
Brown Brothers Harriman & Co
New York
| – | -$7 | -69 | Closed |
|
|
FA
109
Flagstar Advisors
New York
| – | -$5K | -49 | Closed |
|
|
TWA
110
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2K | -18 | Closed |
|
|
HI
111
Harbour Investments
Madison,
Wisconsin
| – | -$1K | -6 | Closed |
|
LQDH Hedge Fund Activity: Q4 2021 in Review
103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2021, worth a combined $913M — up 72% from $531M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LQDH positions and 8 closed out — a net gain of 18 holders — while 50 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $201M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $6.21M.
- 103 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2021, up from 87 in Q3 2021.
- Funds reported $913M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2021, up 72% quarter-over-quarter.
- 26 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2021 and 8 closed out, a net change of +18 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $201M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2021 was Wealthcare Advisory Partners, an estimated $6.21M sold.
Based on aggregated 13F filings for Q4 2021.