iShares Inflation Hedged Corporate Bond ETF
LQDI
21 hedge funds and large institutions have $12.1M invested in iShares Inflation Hedged Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
0.51% less ownership
Funds ownership: 27.67% → 27.16% (-0.51%)
2% less capital invested
Capital invested by funds: $12.3M → $12.1M (-$277K)
5% less funds holding
Funds holding: 22 → 21 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.68M |
| 2 |
RBFC
Roman Butler Fullerton & Co
St Louis,
Missouri
|
+$313K |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$248K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$214K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$181K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.18M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$938K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$552K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$425K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$405K |
LQDI Hedge Fund Activity: Q1 2024 in Review
21 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q1 2024, worth a combined $12.1M — down 2.2% from $12.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of LQDI and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 8 added.
The largest buyer was LPL Financial, adding an estimated $2.68M. The largest seller was Jane Street, cutting an estimated $1.18M.
- 21 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q1 2024, down from 22 in Q4 2023.
- Funds reported $12.1M of iShares Inflation Hedged Corporate Bond ETF stock for Q1 2024, down 2.2% quarter-over-quarter.
- 2 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q1 2024 and 3 closed out, a net change of -1 holder.
- The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $2.68M added.
- The largest iShares Inflation Hedged Corporate Bond ETF seller in Q1 2024 was Jane Street, an estimated $1.18M sold.
Based on aggregated 13F filings for Q1 2024.