iShares Interest Rate Hedged Corporate Bond ETF
LQDH
90 hedge funds and large institutions have $523M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 9 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
167% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 15
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
23% more capital invested
Capital invested by funds: $427M → $523M (+$96.1M)
15% more funds holding
Funds holding: 78 → 90 (+12)
0.44% less ownership
Funds ownership: 82.99% → 82.54% (-0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
+$26.2M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$23.6M |
| 3 |
MFM
Mirsky Financial Management
Rochester,
New York
|
+$11.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.07M |
| 5 |
RBA
Richard Bernstein Advisors
New York
|
+$5.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.12M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.94M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$1.1M |
| 4 |
BlackRock
New York
|
-$476K |
| 5 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$334K |
LQDH Hedge Fund Activity: Q2 2021 in Review
90 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2021, worth a combined $523M — up 23% from $427M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LQDH positions and 9 closed out — a net gain of 13 holders — while 40 added to existing stakes and 15 trimmed.
The largest buyer was SimpliFi Inc, opening a new position worth an estimated $26.2M. The largest seller was Jane Street, exiting entirely with an estimated $4.12M sold.
- 90 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2021, up from 78 in Q1 2021.
- Funds reported $523M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2021, up 23% quarter-over-quarter.
- 22 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2021 and 9 closed out, a net change of +13 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2021 was SimpliFi Inc, an estimated $26.2M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2021 was Jane Street, an estimated $4.12M sold.
Based on aggregated 13F filings for Q2 2021.