iShares Inflation Hedged Corporate Bond ETF
LQDI
21 hedge funds and large institutions have $33.7M invested in iShares Inflation Hedged Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 6 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
19% more capital invested
Capital invested by funds: $28.4M → $33.7M (+$5.3M)
5.02% more ownership
Funds ownership: 50.31% → 55.33% (+5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less funds holding
Funds holding: 24 → 21 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.25M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.44M |
| 3 |
Jane Street
New York
|
+$2.78M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$941K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$2.7M |
| 2 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$2.36M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$486K |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$427K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$316K |
LQDI Hedge Fund Activity: Q2 2023 in Review
21 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q2 2023, worth a combined $33.7M — up 19% from $28.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of LQDI and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 9 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.25M. The largest seller was Systelligence LLC, cutting an estimated $2.7M.
- 21 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q2 2023, down from 24 in Q1 2023.
- Funds reported $33.7M of iShares Inflation Hedged Corporate Bond ETF stock for Q2 2023, up 19% quarter-over-quarter.
- 4 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q2 2023 and 6 closed out, a net change of -2 holders.
- The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $4.25M added.
- The largest iShares Inflation Hedged Corporate Bond ETF seller in Q2 2023 was Systelligence LLC, an estimated $2.7M sold.
Based on aggregated 13F filings for Q2 2023.