iShares Interest Rate Hedged Corporate Bond ETF
LQDH
44 hedge funds and large institutions have $99.6M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
19% more funds holding
Funds holding: 37 → 44 (+7)
16.43% less ownership
Funds ownership: 73% → 56.56% (-16%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
57% less capital invested
Capital invested by funds: $234M → $99.6M (-$134M)
Top Buyers
Top Sellers
LQDH Hedge Fund Activity: Q4 2018 in Review
44 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2018, worth a combined $99.6M — down 57% from $234M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new LQDH positions and 6 closed out — a net gain of 7 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.08M. The largest seller was Morgan Stanley, exiting entirely with an estimated $48.4M sold.
- 44 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2018, up from 37 in Q3 2018.
- Funds reported $99.6M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2018, down 57% quarter-over-quarter.
- 13 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2018 and 6 closed out, a net change of +7 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2018 was LPL Financial, an estimated $3.08M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2018 was Morgan Stanley, an estimated $48.4M sold.
Based on aggregated 13F filings for Q4 2018.