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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

37 hedge funds and large institutions have $234M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
9
Increased
15
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.4M
2
SI
2
SimpliFi Inc
California
$20.9M
3
MWM
3
Mascoma Wealth Management
New Hampshire
$7.35M
4
AssetMark Inc
4
AssetMark Inc
California
$14.4M
5
SC
5
Scotia Capital
Ontario, Canada
$7.33M

Top Sellers

1
SMFG
1
Sumitomo Mitsui Financial Group
Japan
$103M
2
VF
2
Virtu Financial
New York
$0
3
Jane Street
3
Jane Street
New York
$908K
4
JIC
4
Joel Isaacson & Co
New York
$0
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCAG
26
First Capital Advisors Group
New Jersey
$257K 2,641 – –
RWMH
27
Riverpoint Wealth Management Holdings
Illinois
$249K 2,575 +2,575 New
CIAS
28
Capital Investment Advisory Services
North Carolina
$231K 2,379 +2,379 New
HI
29
Hudock Inc
Pennsylvania
$148K 1,532 -134 -8%
GWM
30
Geneos Wealth Management
Colorado
$45K 470 +470 New
OIA
31
OneDigital Investment Advisors
Kansas
$27K 283 +53 +23%
CFG
32
CKW Financial Group
Hawaii
$21K 214 – –
BlackRock
33
BlackRock
New York
$6K 66 – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$6K 66 – –
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$5K 51 – –
APA
36
American Portfolios Advisors
New York
$2.72K 28 +28 New
VF
37
Virtu Financial
New York
– – -13,823 Closed
JIC
38
Joel Isaacson & Co
New York
– – -10,000 Closed
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -3,500 Closed
CF
40
Centaurus Financial
California
– – -280 Closed
BCA
41
Bay Colony Advisors
Massachusetts
– – -50 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
Parallax Volatility Advisers
43
Parallax Volatility Advisers
California
$0 5 +4 +400%
1
2