iShares Interest Rate Hedged Corporate Bond ETF
LQDH
74 hedge funds and large institutions have $252M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.
197% more capital inflows, than outflows
Capital inflows: $35.7M | Capital outflows: $12M
40% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 20
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
0% more funds holding
Funds holding: 74 → 74 (0)
5.68% less ownership
Funds ownership: 73.33% → 67.65% (-5.7%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$7.78M |
| 2 |
Morgan Stanley
New York
|
+$4.19M |
| 3 |
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.96M |
| 4 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$3.17M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.14M |
| 3 |
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$737K |
| 4 |
Beacon Financial Group
Dallas,
Texas
|
-$716K |
| 5 |
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$551K |
LQDH Hedge Fund Activity: Q2 2024 in Review
74 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2024, worth a combined $252M — up 8.9% from $231M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LQDH positions and 10 closed out — a net gain of 2 holders — while 28 added to existing stakes and 20 trimmed.
The largest buyer was Capital Investment Advisory Services, adding an estimated $7.78M. The largest seller was Jane Street, exiting entirely with an estimated $6.9M sold.
- 74 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $252M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2024, up 8.9% quarter-over-quarter.
- 12 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2024 and 10 closed out, a net change of +2 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2024 was Capital Investment Advisory Services, an estimated $7.78M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $6.9M sold.
Based on aggregated 13F filings for Q2 2024.