iShares Interest Rate Hedged Corporate Bond ETF
LQDH
69 hedge funds and large institutions have $203M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
21% more capital invested
Capital invested by funds: $167M → $203M (+$35.9M)
10% more funds holding
Funds holding: 63 → 69 (+6)
9.45% more ownership
Funds ownership: 64.52% → 73.97% (+9.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$11.4M |
| 2 |
Jane Street
New York
|
+$2.14M |
| 3 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$1.45M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.29M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWI
Red Wave Investments
Dillsburg,
Pennsylvania
|
-$1.09M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$928K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$780K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$668K |
| 5 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$648K |
LQDH Hedge Fund Activity: Q4 2023 in Review
69 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2023, worth a combined $203M — up 21% from $167M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new LQDH positions and 7 closed out — a net gain of 6 holders — while 26 added to existing stakes and 17 trimmed.
The largest buyer was Beacon Financial Group, opening a new position worth an estimated $11.4M. The largest seller was Red Wave Investments, cutting an estimated $1.09M.
- 69 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2023, up from 63 in Q3 2023.
- Funds reported $203M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 13 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2023 and 7 closed out, a net change of +6 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2023 was Beacon Financial Group, an estimated $11.4M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2023 was Red Wave Investments, an estimated $1.09M sold.
Based on aggregated 13F filings for Q4 2023.