iShares Inflation Hedged Corporate Bond ETF
LQDI
21 hedge funds and large institutions have $22.5M invested in iShares Inflation Hedged Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
6% more capital invested
Capital invested by funds: $21.3M → $22.5M (+$1.2M)
5% more funds holding
Funds holding: 20 → 21 (+1)
3.34% more ownership
Funds ownership: 38.71% → 42.05% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.28M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.25M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$631K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$605K |
| 5 |
AFG
ABLE Financial Group
Scottsdale,
Arizona
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$921K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$451K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$260K |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$249K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$76.3K |
LQDI Hedge Fund Activity: Q4 2024 in Review
21 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q4 2024, worth a combined $22.5M — up 5.7% from $21.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LQDI positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.28M. The largest seller was Jane Street, cutting an estimated $921K.
- 21 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q4 2024, up from 20 in Q3 2024.
- Funds reported $22.5M of iShares Inflation Hedged Corporate Bond ETF stock for Q4 2024, up 5.7% quarter-over-quarter.
- 4 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q4 2024 and 3 closed out, a net change of +1 holder.
- The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $1.28M added.
- The largest iShares Inflation Hedged Corporate Bond ETF seller in Q4 2024 was Jane Street, an estimated $921K sold.
Based on aggregated 13F filings for Q4 2024.