iShares Interest Rate Hedged Corporate Bond ETF
LQDH
123 hedge funds and large institutions have $941M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 16 closing their positions.
94% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 16
14% more funds holding
Funds holding: 108 → 123 (+15)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
0.96% more ownership
Funds ownership: 88.03% → 88.99% (+0.96%)
15% less capital invested
Capital invested by funds: $1.11B → $941M (-$171M)
38% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 52
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$23.9M |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
+$21.9M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$15.7M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.95M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$9.31M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$84.3M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$60.2M |
| 3 |
AssetMark Inc
Concord,
California
|
-$24.8M |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$9.27M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$8.36M |
LQDH Hedge Fund Activity: Q2 2022 in Review
123 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2022, worth a combined $941M — down 15% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new LQDH positions and 16 closed out — a net gain of 15 holders — while 32 added to existing stakes and 52 trimmed.
The largest buyer was Wells Fargo, adding an estimated $23.9M. The largest seller was Bank of America, cutting an estimated $84.3M.
- 123 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2022, up from 108 in Q1 2022.
- Funds reported $941M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 31 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2022 and 16 closed out, a net change of +15 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2022 was Wells Fargo, an estimated $23.9M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2022 was Bank of America, an estimated $84.3M sold.
Based on aggregated 13F filings for Q2 2022.