We are live on ! Find out more
LQDI icon

iShares Inflation Hedged Corporate Bond ETF

20 hedge funds and large institutions have $21.3M invested in iShares Inflation Hedged Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

12% more capital invested

Capital invested by funds: $19M → $21.3M (+$2.22M)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

9.78% less ownership

Funds ownership: 48.49%38.71% (-9.8%)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.77M +$538K +20,485 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.16M +$198K +7,535 +10%
MML Investors Services
3
MML Investors Services
Massachusetts
$2.15M +$259K +9,847 +14%
AAS
4
Avantax Advisory Services
Texas
$2.02M +$216K +8,226 +12%
Jane Street
5
Jane Street
New York
$1.2M +$633K +24,080 +117%
Bank of America
6
Bank of America
North Carolina
$931K -$1.26K -48 -0.1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$814K +$210K +7,977 +36%
Citadel Advisors
8
Citadel Advisors
Florida
$567K -$205K -7,817 -27%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$451K +$451K +17,144 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$260K +$14.8K +565 +6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$260K -$400K -15,224 -61%
SFC
12
Strategic Financial Concepts
Texas
$249K -$5.9M -224,431 -96%
NA
13
NewEdge Advisors
Louisiana
$180K +$132K +5,015 +295%
HI
14
Harbour Investments
Wisconsin
$124K
GJIA
15
Glass Jacobson Investment Advisors
Maryland
$90.4K +$946 +36 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$25.3K
PBK
17
Peoples Bank (Kansas)
Kansas
$10.1K +$9.86K +375 New
PFA
18
Pathway Financial Advisers
Indiana
$7.38K +$53 +2 +0.7%
UBS Group
19
UBS Group
Switzerland
$4.32K +$4.18K +159 +7,950%
IA
20
IFP Advisors
Florida
$643 +$631 +24 New
Wells Fargo
21
Wells Fargo
California
$7
KAS
22
Kestra Advisory Services
Texas
-$772K -29,845 Closed
IAIM
23
International Assets Investment Management
Florida
-$8.51K -329 Closed
Morgan Stanley
24
Morgan Stanley
New York
-$42 -1 Closed

LQDI Hedge Fund Activity: Q3 2024 in Review

20 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q3 2024, worth a combined $21.3M — up 12% from $19M a quarter earlier.

Fund positioning in LQDI was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $633K. The largest seller was Strategic Financial Concepts, cutting an estimated $5.9M.

  • 20 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $21.3M of iShares Inflation Hedged Corporate Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 3 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q3 2024 and 3 closed out, a net change of 0 holders.
  • The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q3 2024 was Jane Street, an estimated $633K added.
  • The largest iShares Inflation Hedged Corporate Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $5.9M sold.

Based on aggregated 13F filings for Q3 2024.