iShares Interest Rate Hedged Corporate Bond ETFLQDH
LQDH
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]
83% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 18
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
11% more capital invested
Capital invested by funds: $259M [Q2] → $288M (+$29.6M) [Q3]
10% more funds holding
Funds holding: 73 [Q2] → 80 (+7) [Q3]
2.48% more ownership
Funds ownership: 69.52% [Q2] → 72.0% (+2.48%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for LQDH.
Financial journalist opinion
Positive
Market Watch
6 days ago
These ETFs can be your insurance against Fed hikes and rising rates
“Rate-hedged” bond funds can make money when interest rates rise and bond prices fall.
Positive
Seeking Alpha
2 months ago
LQDH: Checking In On Hedged Investment Grade Bonds (Rating Upgrade)
We initially rated LQDH a 'Sell' due to its zero duration profile, making it less beneficial in a falling rate environment. LQD outperformed LQDH by 4% as expected as the Fed announced its intent to cut Fed Funds. LQD benefited from lower intermediate rates, confirming our initial thesis. With the yield curve shift largely behind us, we are upgrading LQDH to 'Hold', anticipating similar performance to LQD in a range-bound rate environment.
Positive
Seeking Alpha
6 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.
Neutral
Market Watch
7 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?
Negative
Seeking Alpha
9 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.
Positive
Seeking Alpha
9 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.
Positive
Seeking Alpha
11 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.
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