iShares Inflation Hedged Corporate Bond ETF
LQDI
24 hedge funds and large institutions have $48.4M invested in iShares Inflation Hedged Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 6 increasing their positions, reducing their positions, and 3 closing their positions.
508% more capital invested
Capital invested by funds: $7.97M → $48.4M (+$40.5M)
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
140% more funds holding
Funds holding: 10 → 24 (+14)
38.01% more ownership
Funds ownership: 14.77% → 52.79% (+38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
+$12.2M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$5.32M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$3.81M |
| 4 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
+$2.7M |
| 5 |
Jane Street
New York
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.43M |
| 2 |
EIP
Ellis Investment Partners
Berwyn,
Pennsylvania
|
-$6K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$30 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wells Fargo
San Francisco,
California
| – | -$30 | -1 | Closed |
|
27
Fidelity Investments
Boston,
Massachusetts
| – | +$61 | +2 | New |
|
LQDI Hedge Fund Activity: Q4 2021 in Review
24 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q4 2021, worth a combined $48.4M — up 508% from $7.97M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new LQDI positions and 3 closed out — a net gain of 14 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was SimpliFi Inc, opening a new position worth an estimated $12.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.43M sold.
- 24 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q4 2021, up from 10 in Q3 2021.
- Funds reported $48.4M of iShares Inflation Hedged Corporate Bond ETF stock for Q4 2021, up 508% quarter-over-quarter.
- 17 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q4 2021 and 3 closed out, a net change of +14 holders.
- The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q4 2021 was SimpliFi Inc, an estimated $12.2M added.
- The largest iShares Inflation Hedged Corporate Bond ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.43M sold.
Based on aggregated 13F filings for Q4 2021.