iShares Inflation Hedged Corporate Bond ETF
LQDI
22 hedge funds and large institutions have $16.8M invested in iShares Inflation Hedged Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 21 → 22 (+1)
19.41% less ownership
Funds ownership: 55.33% → 35.92% (-19%)
50% less capital invested
Capital invested by funds: $33.7M → $16.8M (-$16.8M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$464K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$315K |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$229K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$224K |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$5.12M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$5.12M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.95M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.73M |
| 5 |
Jane Street
New York
|
-$1.11M |
LQDI Hedge Fund Activity: Q3 2023 in Review
22 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q3 2023, worth a combined $16.8M — down 50% from $33.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LQDI positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $464K. The largest seller was Atria Investments, exiting entirely with an estimated $5.12M sold.
- 22 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q3 2023, up from 21 in Q2 2023.
- Funds reported $16.8M of iShares Inflation Hedged Corporate Bond ETF stock for Q3 2023, down 50% quarter-over-quarter.
- 5 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q3 2023 and 4 closed out, a net change of +1 holder.
- The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q3 2023 was LPL Financial, an estimated $464K added.
- The largest iShares Inflation Hedged Corporate Bond ETF seller in Q3 2023 was Atria Investments, an estimated $5.12M sold.
Based on aggregated 13F filings for Q3 2023.