LQDH stock icon

iShares Interest Rate Hedged Corporate Bond ETF
LQDH

$93.02
0.16%

Market Cap: $391M

0
Funds holding %
of 6,728 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

7% more capital invested

Capital invested by funds: $233M [Q1] → $250M (+$16.7M) [Q2]

0% more funds holding

Funds holding: 71 [Q1] → 71 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

6.81% less ownership

Funds ownership: 73.96% [Q1] → 67.15% (-6.81%) [Q2]

67% less funds holding in top 10

Funds holding in top 10: 3 [Q1] → 1 (-2) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for LQDH.

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Financial journalist opinion

Positive
Seeking Alpha
3 months ago
LQDH: Investment-Grade Bond ETF, Interest Rate Hedged, Good 6.6% Yield
LQDH is an interest rate hedged investment-grade corporate bond index ETF managed by BlackRock. It provides investors with diversified exposure to investment-grade corporate bonds, and uses swaps to hedge its interest rate risk. It has significantly outperformed its peers since inception, and with lower risk and volatility.
LQDH: Investment-Grade Bond ETF, Interest Rate Hedged, Good 6.6% Yield
Neutral
Market Watch
4 months ago
How to immunize your bond ETF if interest rates turn back up
The best time to buy insurance is when whatever it is you're insuring against is considered unlikely. So, should you hedge your bond portfolio against rising interest rates?
How to immunize your bond ETF if interest rates turn back up
Negative
Seeking Alpha
6 months ago
LQDH: A Corporate Spreads Play (Rating Downgrade)
iShares Interest Rate Hedged Corporate Bond ETF is a fixed income ETF that hedges against rising interest rates. LQDH isolates corporate credit spreads and gains when spreads tighten, but loses value when spreads widen. Investment grade corporate spreads are currently at historic lows, indicating a potential future widening and lower NAV for LQDH.
LQDH: A Corporate Spreads Play (Rating Downgrade)
Positive
Seeking Alpha
6 months ago
The Credit Opportunity In M&A
M&A was almost dormant in 2023. In the US, as a proportion of the market value of the benchmark equity indices, it fell to its lowest level in 20 years, according to McKinsey. Credit investors are not traditionally supposed to be fans of M&A, and it's true we are wary of leveraging M&A, where debt is loaded onto balance sheets to buy competitors. We are seeing a comeback for M&A that we think is likely to continue through 2024.
The Credit Opportunity In M&A
Positive
Seeking Alpha
8 months ago
LQDH: A Hedge For The Fed Not Pivoting
Bond funds that hedge interest rate risk have performed better than those that don't in recent years. The iShares Interest Rate Hedged Corporate Bond ETF is a cost-effective option for investors seeking interest rate hedged exposure to investment-grade corporate bonds. The LQDH ETF offers a unique blend of features, including investment-grade corporate bond exposure with interest rate hedging, setting it apart from similar ETFs.
LQDH: A Hedge For The Fed Not Pivoting
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