iShares Interest Rate Hedged Corporate Bond ETF
LQDH
10 hedge funds and large institutions have $11.3M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
86% more capital invested
Capital invested by funds: $6.09M → $11.3M (+$5.24M)
25% more funds holding
Funds holding: 8 → 10 (+2)
8.18% more ownership
Funds ownership: 33.09% → 41.27% (+8.2%)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$2.52M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$923K |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $3.76M | +$3.8M | +41,256 | New |
|
|
ACM
2
Argentus Capital Management
Dallas,
Texas
| $2.85M | +$2.86M | +31,084 | New |
|
|
3
Jane Street
New York
| $1.64M | -$2.52M | -27,379 | -60% |
|
|
FIM
4
Freedom Investment Management
Hartford,
Connecticut
| $1.13M | +$1.14M | +12,397 | New |
|
5
LPL Financial
San Diego,
California
| $1.05M | +$838K | +9,104 | +376% |
|
6
Bank of America
Charlotte,
North Carolina
| $781K | +$56.9K | +618 | +8% |
|
|
MFS
7
MSI Financial Services
Springfield,
Massachusetts
| $70K | +$50.4K | +548 | +255% |
|
|
AIG
8
American International Group
New York
| $25K | – | – | – |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | +$9.2K | +100 | New |
|
|
VKH
10
Virtu KCG Holdings
New York
| – | -$923K | -10,039 | Closed |
|
|
WA
11
WFG Advisors
Dallas,
Texas
| – | -$5K | -50 | Closed |
|
LQDH Hedge Fund Activity: Q4 2015 in Review
10 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2015, worth a combined $11.3M — up 86% from $6.09M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LQDH positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.8M. The largest seller was Jane Street, cutting an estimated $2.52M.
- 10 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2015, up from 8 in Q3 2015.
- Funds reported $11.3M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2015, up 86% quarter-over-quarter.
- 4 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2015 and 2 closed out, a net change of +2 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2015 was Susquehanna International Group, an estimated $3.8M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2015 was Jane Street, an estimated $2.52M sold.
Based on aggregated 13F filings for Q4 2015.