iShares Interest Rate Hedged Corporate Bond ETF
LQDH
70 hedge funds and large institutions have $204M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 37 reducing their positions, and 20 closing their positions.
0.61% less ownership
Funds ownership: 81.92% → 81.31% (-0.61%)
19% less funds holding
Funds holding: 86 → 70 (-16)
26% less capital invested
Capital invested by funds: $276M → $204M (-$71.4M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
46% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 37
80% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$8.58M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$906K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$583K |
| 4 |
LB
Leo Brokerage
Hurst,
Texas
|
+$447K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$421K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$19.1M |
| 2 |
AssetMark Inc
Concord,
California
|
-$18.4M |
| 3 |
HCM
HMS Capital Management
Nashville,
Tennessee
|
-$12.5M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$5.05M |
| 5 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$4.74M |
LQDH Hedge Fund Activity: Q2 2023 in Review
70 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2023, worth a combined $204M — down 26% from $276M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of LQDH and 4 opened new positions — a net loss of 16 holders — while 37 trimmed existing stakes and 20 added.
The largest buyer was Synergy Asset Management, opening a new position worth an estimated $8.58M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $19.1M.
- 70 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2023, down from 86 in Q1 2023.
- Funds reported $204M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2023, down 26% quarter-over-quarter.
- 4 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2023 and 20 closed out, a net change of -16 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2023 was Synergy Asset Management, an estimated $8.58M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2023 was Wealthcare Advisory Partners, an estimated $19.1M sold.
Based on aggregated 13F filings for Q2 2023.