iShares Interest Rate Hedged Corporate Bond ETF
LQDH
21 hedge funds and large institutions have $33M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
32% more capital invested
Capital invested by funds: $25M → $33M (+$7.94M)
5% more funds holding
Funds holding: 20 → 21 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less ownership
Funds ownership: 66.57% → 53.57% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$9.16M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$876K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$738K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$527K |
| 5 |
LPL Financial
San Diego,
California
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$2.76M |
| 2 |
Jane Street
New York
|
-$1.05M |
| 3 |
AssetMark Inc
Concord,
California
|
-$452K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$223K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$85.7K |
LQDH Hedge Fund Activity: Q1 2017 in Review
21 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2017, worth a combined $33M — up 32% from $25M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LQDH positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $9.16M. The largest seller was Private Advisory Group, cutting an estimated $2.76M.
- 21 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2017, up from 20 in Q4 2016.
- Funds reported $33M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2017, up 32% quarter-over-quarter.
- 3 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2017 and 1 closed out, a net change of +2 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2017 was UBS Group, an estimated $9.16M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2017 was Private Advisory Group, an estimated $2.76M sold.
Based on aggregated 13F filings for Q1 2017.