iShares Interest Rate Hedged Corporate Bond ETF
LQDH
52 hedge funds and large institutions have $189M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 10 closing their positions.
4% more capital invested
Capital invested by funds: $181M → $189M (+$7.9M)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
3.89% less ownership
Funds ownership: 77.61% → 73.72% (-3.9%)
10% less funds holding
Funds holding: 58 → 52 (-6)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Harborview Advisors
Portland,
Maine
|
+$7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.94M |
| 3 |
AssetMark Inc
Concord,
California
|
+$1.49M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$633K |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$602K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.66M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.13M |
| 4 |
Jane Street
New York
|
-$655K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$531K |
LQDH Hedge Fund Activity: Q3 2020 in Review
52 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q3 2020, worth a combined $189M — up 4.4% from $181M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of LQDH and 5 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 19 added.
The largest buyer was Harborview Advisors, opening a new position worth an estimated $7M. The largest seller was Envestnet Asset Management, cutting an estimated $3.4M.
- 52 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q3 2020, down from 58 in Q2 2020.
- Funds reported $189M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q3 2020, up 4.4% quarter-over-quarter.
- 5 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q3 2020 and 10 closed out, a net change of -5 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q3 2020 was Harborview Advisors, an estimated $7M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q3 2020 was Envestnet Asset Management, an estimated $3.4M sold.
Based on aggregated 13F filings for Q3 2020.