iShares Inflation Hedged Corporate Bond ETF
LQDI
27 hedge funds and large institutions have $38M invested in iShares Inflation Hedged Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
13% more funds holding
Funds holding: 24 → 27 (+3)
0.33% less ownership
Funds ownership: 49% → 48.67% (-0.33%)
11% less capital invested
Capital invested by funds: $42.6M → $38M (-$4.61M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.38M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$2.19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.01M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$460K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$4.77M |
| 2 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
-$2.58M |
| 3 |
F4L
Fortune 45 LLC
Gonzales,
Louisiana
|
-$1.53M |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$866K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$579K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
26
Spire Wealth Management
Mclean,
Virginia
| $5K | – | – | – |
|
|
AWS
27
Atria Wealth Solutions
New York
| – | -$4.77M | -164,420 | Closed |
|
|
FSWA
28
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$2.58M | -88,918 | Closed |
|
|
F4L
29
Fortune 45 LLC
Gonzales,
Louisiana
| – | -$1.53M | -52,915 | Closed |
|
|
PWM
30
Perigon Wealth Management
San Francisco,
California
| – | -$866K | -29,838 | Closed |
|
|
MCC
31
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$117K | -4,018 | Closed |
|
32
Wells Fargo
San Francisco,
California
| – | +$27 | +1 | New |
|
LQDI Hedge Fund Activity: Q2 2022 in Review
27 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q2 2022, worth a combined $38M — down 11% from $42.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LQDI positions and 5 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.38M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $4.77M sold.
- 27 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q2 2022, up from 24 in Q1 2022.
- Funds reported $38M of iShares Inflation Hedged Corporate Bond ETF stock for Q2 2022, down 11% quarter-over-quarter.
- 8 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q2 2022 and 5 closed out, a net change of +3 holders.
- The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $2.38M added.
- The largest iShares Inflation Hedged Corporate Bond ETF seller in Q2 2022 was Atria Wealth Solutions, an estimated $4.77M sold.
Based on aggregated 13F filings for Q2 2022.