LQDI icon

iShares Inflation Hedged Corporate Bond ETF
LQDI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-7
Holders Change %
-22.58%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
7
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RGF
1
Retirement Guys Formula
Ohio
$2.36M
2
AAS
2
Avantax Advisory Services
Texas
$565K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.33M
4
AI
4
Atria Investments
North Carolina
$5.7M
5
SL
5
Systelligence LLC
Minnesota
$7.75M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$1.3M
3
IA
3
IFP Advisors
Florida
$0
4
SG
4
StoneX Group
New York
$0
5
Jane Street
5
Jane Street
New York
$419K
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
1
Systelligence LLC
Minnesota
$7.75M +$91.3K +3,483 +1%
AI
2
Atria Investments
North Carolina
$5.7M +$100K +3,814 +2%
OFS
3
OneAscent Financial Services
Alabama
$5.63M +$36.6K +1,395 +0.7%
RGF
4
Retirement Guys Formula
Ohio
$2.36M +$2.36M +89,920 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.33M +$138K +5,264 +12%
Bank of America
6
Bank of America
North Carolina
$1.3M -$719K -27,424 -36%
MML Investors Services
7
MML Investors Services
Massachusetts
$1.22M -$31.6K -1,206 -3%
AAS
8
Avantax Advisory Services
Texas
$565K +$215K +8,189 +61%
CG
9
Colony Group
Massachusetts
$457K – – –
Jane Street
10
Jane Street
New York
$419K -$383K -14,605 -48%
Citadel Advisors
11
Citadel Advisors
Florida
$334K -$224K -8,549 -40%
CA
12
Cetera Advisors
Colorado
$316K -$65.3K -2,492 -17%
MWM
13
Meridian Wealth Management
Kentucky
$231K – – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$222K -$12.5K -478 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$150K -$50.1K -1,913 -25%
BAM
16
Belpointe Asset Management
Nevada
$145K -$97.5K -3,721 -40%
HI
17
Harbour Investments
Wisconsin
$116K – – –
CMBA
18
C.M. Bidwell & Associates
Hawaii
$48.5K – – –
AWM
19
Accel Wealth Management
Iowa
$20.6K – – –
AAS
20
Ameritas Advisory Services
Nebraska
$14.9K +$14.9K +570 New
GWM
21
Geneos Wealth Management
Colorado
$14.4K – – –
PFA
22
Pathway Financial Advisers
Indiana
$7K +$26 +1 +0.4%
GRP
23
Global Retirement Partners
California
$1.81K +$26 +1 +1%
UBS Group
24
UBS Group
Switzerland
$288 -$29.1K -1,112 -99%
Wells Fargo
25
Wells Fargo
California
$9 -$50 -2 Closed
1
2