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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.76M -$581K -6,253 -25%
HF
27
HRT Financial
New York
$1.75M +$1.77M +18,989 New
CAP
28
Columbia Advisory Partners
Washington
$1.73M -$214K -2,304 -11%
Truist Financial
29
Truist Financial
North Carolina
$1.45M -$85K -914 -6%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.33M -$1.54M -16,550 -53%
BPA
31
Beacon Pointe Advisors
California
$1.29M -$200K -2,150 -13%
MAM
32
Milestone Asset Management
Pennsylvania
$1.11M +$84.4K +908 +8%
SA
33
Sanctuary Advisors
Indiana
$1.02M -$926K -9,961 -47%
SC
34
Scotia Capital
Ontario, Canada
$937K -$143K -1,538 -13%
LWL
35
Leo Wealth LLC
Texas
$910K -$23.5M -252,518 -96%
SIM
36
Stratos Investment Management
Ohio
$899K +$76.1K +819 +9%
AWM
37
Able Wealth Management
New Jersey
$753K -$709K -7,631 -48%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$708K -$3.61M -38,871 -84%
TC
39
Trilogy Capital
California
$679K -$18.1K -195 -3%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$640K +$163K +1,757 +34%
PAS
41
Park Avenue Securities
New York
$617K -$1.36M -14,676 -69%
EI
42
EFG International
$610K +$614K +6,605 New
GS
43
GWN Securities
Florida
$587K -$82.8K -891 -12%
IFG
44
Independent Financial Group
California
$577K -$4.28K -46 -0.7%
CBA
45
Coastal Bridge Advisors
Connecticut
$561K -$64.2K -691 -10%
MFG
46
MTM Financial Group
Pennsylvania
$556K -$70.5K -758 -11%
ABWM
47
Alpine Bank Wealth Management
Colorado
$504K -$558K -6,005 -52%
OC
48
Oppenheimer & Co
New York
$490K +$76.3K +821 +18%
ML
49
McAdam LLC
Pennsylvania
$488K +$10.9K +117 +2%
PJSIMP
50
P.J. Schmidt Investment Management (PJS)
Wisconsin
$439K +$442K +4,758 New
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.