iShares Inflation Hedged Corporate Bond ETF
LQDI
31 hedge funds and large institutions have $29M invested in iShares Inflation Hedged Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
14.68% more ownership
Funds ownership: 40.2% → 54.89% (+15%)
11% more funds holding
Funds holding: 28 → 31 (+3)
1% less capital invested
Capital invested by funds: $29.1M → $29M (-$188K)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$5.34M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$5.34M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$572K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$199K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$145K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$3.73M |
| 2 |
Jane Street
New York
|
-$2.86M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
-$2.16M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.63M |
| 5 |
JCIA
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFA
26
Pathway Financial Advisers
Auburn,
Indiana
| $6.67K | +$6.65K | +266 | New |
|
|
SWM
27
Spire Wealth Management
Mclean,
Virginia
| $5K | – | – | – |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $1.73K | +$25 | +1 | +1% |
|
|
CA
29
CoreCap Advisors
Southfield,
Michigan
| $100 | +$100 | +4 | New |
|
30
Wells Fargo
San Francisco,
California
| $50 | +$50 | +2 | New |
|
31
Fidelity Investments
Boston,
Massachusetts
| $25 | +$25 | +1 | New |
|
|
JCIA
32
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| – | -$1.03M | -42,731 | Closed |
|
|
CAN
33
Cetera Advisor Networks
El Segundo,
California
| – | -$770K | -31,910 | Closed |
|
34
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$336K | -13,924 | Closed |
|
35
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$7K | -300 | Closed |
|
LQDI Hedge Fund Activity: Q4 2022 in Review
31 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q4 2022, worth a combined $29M — down 0.65% from $29.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LQDI positions and 5 closed out — a net gain of 4 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $5.34M. The largest seller was Systelligence LLC, cutting an estimated $3.73M.
- 31 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q4 2022, up from 28 in Q3 2022.
- Funds reported $29M of iShares Inflation Hedged Corporate Bond ETF stock for Q4 2022, down 0.65% quarter-over-quarter.
- 9 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q4 2022 and 5 closed out, a net change of +4 holders.
- The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q4 2022 was Atria Investments, an estimated $5.34M added.
- The largest iShares Inflation Hedged Corporate Bond ETF seller in Q4 2022 was Systelligence LLC, an estimated $3.73M sold.
Based on aggregated 13F filings for Q4 2022.