iShares Interest Rate Hedged Corporate Bond ETF
LQDH
5 hedge funds and large institutions have $5.34M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
400% more funds holding
Funds holding: 1 → 5 (+4)
45.41% less ownership
Funds ownership: 99.6% → 54.19% (-45%)
47% less capital invested
Capital invested by funds: $10M → $5.34M (-$4.67M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$586K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$29K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$13.4K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$4.96K |
Top Sellers
| 1 |
Jane Street
New York
|
-$5.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $4.71M | -$5.14M | -51,792 | -52% |
|
|
ACM
2
Aviance Capital Management
Sarasota,
Florida
| $582K | +$586K | +5,906 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $29K | +$29K | +292 | New |
|
|
U
4
UBS
Zurich,
Switzerland
| $13K | +$13.4K | +135 | New |
|
|
WA
5
WFG Advisors
Dallas,
Texas
| $5K | +$4.96K | +50 | New |
|
LQDH Hedge Fund Activity: Q3 2014 in Review
5 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q3 2014, worth a combined $5.34M — down 47% from $10M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LQDH positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Aviance Capital Management, opening a new position worth an estimated $586K. The largest seller was Jane Street, cutting an estimated $5.14M.
- 5 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q3 2014, up from 1 in Q2 2014.
- Funds reported $5.34M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q3 2014, down 47% quarter-over-quarter.
- 4 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q3 2014 and 0 closed out, a net change of +4 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q3 2014 was Aviance Capital Management, an estimated $586K added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q3 2014 was Jane Street, an estimated $5.14M sold.
Based on aggregated 13F filings for Q3 2014.