iShares Inflation Hedged Corporate Bond ETF
LQDI
20 hedge funds and large institutions have $19M invested in iShares Inflation Hedged Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.
58% more capital invested
Capital invested by funds: $12.1M → $19M (+$6.98M)
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
21.33% more ownership
Funds ownership: 27.16% → 48.49% (+21%)
5% less funds holding
Funds holding: 21 → 20 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$5.77M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.29M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$769K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$746K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBFC
Roman Butler Fullerton & Co
St Louis,
Missouri
|
-$308K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$280K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$62.1K |
| 4 |
CMBA
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
-$24.8K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$13.6K |
LQDI Hedge Fund Activity: Q2 2024 in Review
20 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q2 2024, worth a combined $19M — up 58% from $12.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of LQDI and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.
The largest buyer was Strategic Financial Concepts, adding an estimated $5.77M. The largest seller was Roman Butler Fullerton & Co, exiting entirely with an estimated $308K sold.
- 20 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q2 2024, down from 21 in Q1 2024.
- Funds reported $19M of iShares Inflation Hedged Corporate Bond ETF stock for Q2 2024, up 58% quarter-over-quarter.
- 4 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q2 2024 and 5 closed out, a net change of -1 holder.
- The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $5.77M added.
- The largest iShares Inflation Hedged Corporate Bond ETF seller in Q2 2024 was Roman Butler Fullerton & Co, an estimated $308K sold.
Based on aggregated 13F filings for Q2 2024.