iShares Inflation Hedged Corporate Bond ETF
LQDI
22 hedge funds and large institutions have $12.3M invested in iShares Inflation Hedged Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
8.25% less ownership
Funds ownership: 35.92% → 27.67% (-8.3%)
27% less capital invested
Capital invested by funds: $16.8M → $12.3M (-$4.47M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$229K |
| 2 |
LPL Financial
San Diego,
California
|
+$198K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$179K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$166K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$4.88M |
| 2 |
Jane Street
New York
|
-$582K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$447K |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$223K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$62.9K |
LQDI Hedge Fund Activity: Q4 2023 in Review
22 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q4 2023, worth a combined $12.3M — down 27% from $16.8M a quarter earlier.
Fund positioning in LQDI was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 6 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $229K. The largest seller was Systelligence LLC, exiting entirely with an estimated $4.88M sold.
- 22 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $12.3M of iShares Inflation Hedged Corporate Bond ETF stock for Q4 2023, down 27% quarter-over-quarter.
- 3 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q4 2023 and 3 closed out, a net change of 0 holders.
- The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q4 2023 was Avantax Advisory Services, an estimated $229K added.
- The largest iShares Inflation Hedged Corporate Bond ETF seller in Q4 2023 was Systelligence LLC, an estimated $4.88M sold.
Based on aggregated 13F filings for Q4 2023.