iShares Interest Rate Hedged Corporate Bond ETF
LQDH
20 hedge funds and large institutions have $25M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
54% more capital invested
Capital invested by funds: $16.3M → $25M (+$8.76M)
33% more funds holding
Funds holding: 15 → 20 (+5)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
16.12% more ownership
Funds ownership: 50.46% → 66.57% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$5.52M |
| 2 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$681K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$413K |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
+$279K |
| 5 |
LPL Financial
San Diego,
California
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.72M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$2.09M |
| 3 |
Jane Street
New York
|
-$730K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$455K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$28.4K |
LQDH Hedge Fund Activity: Q4 2016 in Review
20 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2016, worth a combined $25M — up 54% from $16.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LQDH positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $5.52M. The largest seller was Susquehanna International Group, cutting an estimated $3.72M.
- 20 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2016, up from 15 in Q3 2016.
- Funds reported $25M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2016, up 54% quarter-over-quarter.
- 7 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2016 and 2 closed out, a net change of +5 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2016 was AssetMark Inc, an estimated $5.52M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2016 was Susquehanna International Group, an estimated $3.72M sold.
Based on aggregated 13F filings for Q4 2016.