iShares Interest Rate Hedged Corporate Bond ETF
LQDH
108 hedge funds and large institutions have $1.1B invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
69% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 26
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
20% more capital invested
Capital invested by funds: $913M → $1.1B (+$186M)
5% more funds holding
Funds holding: 103 → 108 (+5)
2.69% more ownership
Funds ownership: 85.34% → 88.03% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$76.2M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$43.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$20.2M |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$20.1M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$6.6M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$6.14M |
| 3 |
Jane Street
New York
|
-$5.88M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.41M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.9M |
LQDH Hedge Fund Activity: Q1 2022 in Review
108 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2022, worth a combined $1.1B — up 20% from $913M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new LQDH positions and 18 closed out — a net gain of 7 holders — while 44 added to existing stakes and 26 trimmed.
The largest buyer was Destination Wealth Management, adding an estimated $76.2M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $6.6M sold.
- 108 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2022, up from 103 in Q4 2021.
- Funds reported $1.1B of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2022, up 20% quarter-over-quarter.
- 25 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2022 and 18 closed out, a net change of +7 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2022 was Destination Wealth Management, an estimated $76.2M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2022 was Redhawk Wealth Advisors, an estimated $6.6M sold.
Based on aggregated 13F filings for Q1 2022.