iShares Interest Rate Hedged Corporate Bond ETF
LQDH
37 hedge funds and large institutions have $234M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 5 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
53% more capital invested
Capital invested by funds: $153M → $234M (+$81.2M)
12% more funds holding
Funds holding: 33 → 37 (+4)
6.42% more ownership
Funds ownership: 66.58% → 73% (+6.4%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$48.1M |
| 2 |
SI
SimpliFi Inc
San Diego,
California
|
+$20.8M |
| 3 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$3.71M |
| 4 |
AssetMark Inc
Concord,
California
|
+$1.94M |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$1.58M |
Top Sellers
| 1 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$57.9M |
| 2 |
VF
Virtu Financial
New York
|
-$1.32M |
| 3 |
Jane Street
New York
|
-$1.23M |
| 4 |
JIC
Joel Isaacson & Co
New York
|
-$955K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$334K |
LQDH Hedge Fund Activity: Q3 2018 in Review
37 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q3 2018, worth a combined $234M — up 53% from $153M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LQDH positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $48.1M. The largest seller was Sumitomo Mitsui Financial Group, cutting an estimated $57.9M.
- 37 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q3 2018, up from 33 in Q2 2018.
- Funds reported $234M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q3 2018, up 53% quarter-over-quarter.
- 9 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q3 2018 and 5 closed out, a net change of +4 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q3 2018 was Morgan Stanley, an estimated $48.1M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q3 2018 was Sumitomo Mitsui Financial Group, an estimated $57.9M sold.
Based on aggregated 13F filings for Q3 2018.