LQDI icon

iShares Inflation Hedged Corporate Bond ETF
LQDI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
10
Reduced
3
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Karp Capital Management
California
$4.88M
2
SL
2
Systelligence LLC
Minnesota
$13.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.42M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.37M
5
BAM
5
Belpointe Asset Management
Nevada
$948K

Top Sellers

1
SI
1
SimpliFi Inc
California
$0
2
RGF
2
Retirement Guys Formula
Ohio
$0
3
Jane Street
3
Jane Street
New York
$0
4
CW
4
CreativeOne Wealth
Kansas
$0
5
CA
5
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
1
Systelligence LLC
Minnesota
$13.4M +$3.84M +132,301 +40%
KCM
2
Karp Capital Management
California
$4.88M +$4.88M +168,102 New
AWS
3
Atria Wealth Solutions
New York
$4.77M +$4.77M +164,420 New
CG
4
Colony Group
Massachusetts
$3.55M -$80.7K -2,780 -2%
FSWA
5
Financial Synergies Wealth Advisors
Texas
$2.58M +$10.3K +354 +0.4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.92M +$256K +8,819 +15%
F4L
7
Fortune 45 LLC
Louisiana
$1.54M -$1.12M -38,480 -42%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.42M +$1.42M +48,761 New
MML Investors Services
9
MML Investors Services
Massachusetts
$1.37M +$1.37M +47,274 New
JCIA
10
Jackson Creek Investment Advisors
Colorado
$1.14M +$826K +28,459 +262%
CAN
11
Cetera Advisor Networks
California
$1.02M +$99.2K +3,421 +11%
BAM
12
Belpointe Asset Management
Nevada
$948K +$948K +32,657 New
PWM
13
Perigon Wealth Management
California
$866K +$866K +29,838 New
Osaic Holdings
14
Osaic Holdings
Arizona
$850K +$471K +16,257 +125%
IA
15
IFP Advisors
Florida
$592K +$592K +22,956 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$552K +$164K +5,674 +42%
SG
17
StoneX Group
New York
$542K +$62.6K +2,156 +13%
MWM
18
Meridian Wealth Management
Kentucky
$252K +$7.12K +245 +3%
Bank of America
19
Bank of America
North Carolina
$153K +$153K +5,275 New
MCC
20
Money Concepts Capital
Florida
$117K +$117K +4,018 New
APA
21
American Portfolios Advisors
New York
$50.3K -$127K -4,386 -72%
GWM
22
Geneos Wealth Management
Colorado
$49K – – –
AWM
23
Accel Wealth Management
Iowa
$23K +$13.2K +450 +134%
SWM
24
Spire Wealth Management
Virginia
$6K – – –
SI
25
SimpliFi Inc
California
– -$12.3M -400,701 Closed
1
2