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iShares Inflation Hedged Corporate Bond ETF

18 hedge funds and large institutions have $63.5M invested in iShares Inflation Hedged Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $22.5M → $63.5M (+$41.1M)

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

27.28% more ownership

Funds ownership: 42.05%69.33% (+27%)

14% less funds holding

Funds holding: 2118 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
7
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
SimpliFi Inc
California
$37.6M +$37.2M +1,437,434 New
LPL Financial
2
LPL Financial
California
$8.27M -$2.53M -97,519 -24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.81M +$3.06M +118,226 +114%
MML Investors Services
4
MML Investors Services
Massachusetts
$5.63M +$2.87M +110,793 +106%
AAS
5
Avantax Advisory Services
Texas
$2.62M +$419K +16,175 +19%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$986K +$975K +37,631 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$889K +$3.55K +137 +0.4%
Citadel Advisors
8
Citadel Advisors
Florida
$513K +$34.8K +1,344 +7%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$257K +$4.74K +183 +2%
AFG
10
ABLE Financial Group
Arizona
$231K
AAS
11
Ameritas Advisory Services
Nebraska
$223K +$220K +8,496 New
Bank of America
12
Bank of America
North Carolina
$163K -$738K -28,507 -82%
HI
13
Harbour Investments
Wisconsin
$119K -$2.2K -85 -2%
GJIA
14
Glass Jacobson Investment Advisors
Maryland
$87.1K
NA
15
NewEdge Advisors
Louisiana
$72.1K -$92.3K -3,562 -56%
Osaic Holdings
16
Osaic Holdings
Arizona
$20.7K +$9.17K +354 +81%
PBK
17
Peoples Bank (Kansas)
Kansas
$9.82K
IA
18
IFP Advisors
Florida
$629
Wells Fargo
19
Wells Fargo
California
$5
KAS
20
Kestra Advisory Services
Texas
-$1.21M -47,716 Closed
Jane Street
21
Jane Street
New York
-$242K -9,500 Closed
PFA
22
Pathway Financial Advisers
Indiana
-$7.11K -280 Closed
UBS Group
23
UBS Group
Switzerland
-$1.22K -48 Closed
LDB
24
Lee, Danner & Bass
Tennessee
-$763 -30 Closed
Morgan Stanley
25
Morgan Stanley
New York
-$48 -1 Closed

LQDI Hedge Fund Activity: Q1 2025 in Review

18 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q1 2025, worth a combined $63.5M — up 183% from $22.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LQDI and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 7 added.

The largest buyer was SimpliFi Inc, opening a new position worth an estimated $37.2M. The largest seller was LPL Financial, cutting an estimated $2.53M.

  • 18 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q1 2025, down from 21 in Q4 2024.
  • Funds reported $63.5M of iShares Inflation Hedged Corporate Bond ETF stock for Q1 2025, up 183% quarter-over-quarter.
  • 3 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q1 2025 was SimpliFi Inc, an estimated $37.2M added.
  • The largest iShares Inflation Hedged Corporate Bond ETF seller in Q1 2025 was LPL Financial, an estimated $2.53M sold.

Based on aggregated 13F filings for Q1 2025.