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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

102 hedge funds and large institutions have $307M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.65% more ownership

Funds ownership: 54.86% → 61.51% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less funds holding

Funds holding: 113 → 102 (-11)

19% less capital invested

Capital invested by funds: $379M → $307M (-$72.3M)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

45% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 49

Holders
102
Holders Change
-11
Holders Change %
-9.73%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
27
Reduced
49
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.56M
3
TPWM
Twelve Points Wealth Management
Massachusetts
+$5.37M
4
FFA
Founders Financial Alliance
North Carolina
+$4.45M
5
DWM
Destination Wealth Management
California
+$3.46M

Top Sellers

1
LWL
Leo Wealth LLC
Texas
-$23.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.8M
3
MML Investors Services
MML Investors Services
Massachusetts
-$9.78M
4
UBS Group
UBS Group
Switzerland
-$8.03M
5
OIA
OneDigital Investment Advisors
Kansas
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
Destination Wealth Management
California
$85.8M +$3.46M +37,231 +4%
LPL Financial
2
LPL Financial
California
$33.8M -$2.61M -28,034 -7%
Bank of America
3
Bank of America
North Carolina
$27M +$961K +10,336 +4%
Morgan Stanley
4
Morgan Stanley
New York
$20.5M +$11.4M +122,249 +123%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.4M -$20.8M -223,332 -54%
CIAS
6
Capital Investment Advisory Services
North Carolina
$10.6M +$450K +4,837 +4%
TPWM
7
Twelve Points Wealth Management
Massachusetts
$10.5M +$5.37M +57,744 +104%
HWMG
8
Harbour Wealth Management Group
South Carolina
$9.64M +$786K +8,456 +9%
Raymond James Financial
9
Raymond James Financial
Florida
$6.32M -$748K -8,047 -11%
MML Investors Services
10
MML Investors Services
Massachusetts
$5.79M -$9.78M -105,153 -63%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.53M +$5.56M +59,857 New
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$5.2M -$100K -1,081 -2%
FFA
13
Founders Financial Alliance
North Carolina
$4.9M +$4.45M +47,883 +915%
UBS Group
14
UBS Group
Switzerland
$4.75M -$8.03M -86,395 -63%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$3.93M -$111K -1,198 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.87M +$72.5K +780 +2%
SAI
17
Savvy Advisors Inc
New York
$3.22M +$315K +3,387 +11%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.58M -$5.86K -63 -0.2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.49M +$245K +2,631 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.48M -$97.8K -1,052 -4%
Betterment LLC
21
Betterment LLC
New York
$2.22M +$143K +1,542 +7%
WWA
22
WCG Wealth Advisors
Nevada
$2.02M +$159K +1,712 +8%
RWI
23
Red Wave Investments
Pennsylvania
$2M -$61.1K -657 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$1.96M +$963K +10,355 +95%
Jane Street
25
Jane Street
New York
$1.93M +$139K +1,500 +8%
1
2 3 4 5

LQDH Hedge Fund Activity: Q1 2026 in Review

102 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2026, worth a combined $307M — down 19% from $379M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of LQDH and 13 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Leo Wealth LLC, cutting an estimated $23.5M.

  • 102 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2026, down from 113 in Q4 2025.
  • Funds reported $307M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2026, down 19% quarter-over-quarter.
  • 13 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2026 and 21 closed out, a net change of -8 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2026 was Morgan Stanley, an estimated $11.4M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2026 was Leo Wealth LLC, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2026.