iShares Inflation Hedged Corporate Bond ETF
LQDI
24 hedge funds and large institutions have $42.6M invested in iShares Inflation Hedged Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 8 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0% more funds holding
Funds holding: 24 → 24 (0)
3.79% less ownership
Funds ownership: 52.79% → 49% (-3.8%)
12% less capital invested
Capital invested by funds: $48.4M → $42.6M (-$5.86M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Karp Capital Management
Sausalito,
California
|
+$4.89M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$3.85M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.42M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.38M |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$951K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
-$12.3M |
| 2 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$4.77M |
| 3 |
Jane Street
New York
|
-$3.34M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.6M |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
-$1.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RGF
26
Retirement Guys Formula
Maumee,
Ohio
| – | -$4.77M | -155,807 | Closed |
|
|
27
Jane Street
New York
| – | -$3.34M | -109,299 | Closed |
|
|
CW
28
CreativeOne Wealth
Overland Park,
Kansas
| – | -$1.6M | -52,158 | Closed |
|
|
CA
29
Calton & Associates
Tampa,
Florida
| – | -$1.25M | -40,866 | Closed |
|
|
AWM
30
Axxcess Wealth Management
Carlsbad,
California
| – | -$620K | -20,284 | Closed |
|
|
IAN
31
Integrated Advisors Network
Dallas,
Texas
| – | -$268K | -8,766 | Closed |
|
LQDI Hedge Fund Activity: Q1 2022 in Review
24 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q1 2022, worth a combined $42.6M — down 12% from $48.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LQDI positions and 8 closed out — a net gain of 1 holder — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Karp Capital Management, opening a new position worth an estimated $4.89M. The largest seller was SimpliFi Inc, exiting entirely with an estimated $12.3M sold.
- 24 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $42.6M of iShares Inflation Hedged Corporate Bond ETF stock for Q1 2022, down 12% quarter-over-quarter.
- 9 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q1 2022 and 8 closed out, a net change of +1 holder.
- The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q1 2022 was Karp Capital Management, an estimated $4.89M added.
- The largest iShares Inflation Hedged Corporate Bond ETF seller in Q1 2022 was SimpliFi Inc, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2022.