iShares Inflation Hedged Corporate Bond ETF
LQDI
24 hedge funds and large institutions have $28.4M invested in iShares Inflation Hedged Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $29M → $28.4M (-$607K)
4.57% less ownership
Funds ownership: 54.89% → 50.31% (-4.6%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
23% less funds holding
Funds holding: 31 → 24 (-7)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
+$2.31M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$210K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$135K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$98K |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$89.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.74M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$705K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$567K |
| 4 |
SG
StoneX Group
New York
|
-$420K |
| 5 |
Jane Street
New York
|
-$375K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.74M | -69,262 | Closed |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| – | -$567K | -22,067 | Closed |
|
|
SG
28
StoneX Group
New York
| – | -$420K | -16,736 | Closed |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| – | -$200K | -7,952 | Closed |
|
|
MCC
30
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$145K | -5,779 | Closed |
|
|
SWM
31
Spire Wealth Management
Mclean,
Virginia
| – | -$5K | -199 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|
LQDI Hedge Fund Activity: Q1 2023 in Review
24 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q1 2023, worth a combined $28.4M — down 2.1% from $29M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of LQDI and 2 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 7 added.
The largest buyer was Retirement Guys Formula, opening a new position worth an estimated $2.31M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.74M sold.
- 24 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q1 2023, down from 31 in Q4 2022.
- Funds reported $28.4M of iShares Inflation Hedged Corporate Bond ETF stock for Q1 2023, down 2.1% quarter-over-quarter.
- 2 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q1 2023 and 8 closed out, a net change of -6 holders.
- The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q1 2023 was Retirement Guys Formula, an estimated $2.31M added.
- The largest iShares Inflation Hedged Corporate Bond ETF seller in Q1 2023 was Susquehanna International Group, an estimated $1.74M sold.
Based on aggregated 13F filings for Q1 2023.