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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

45 hedge funds and large institutions have $161M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
14
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$57.3M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$4.47M
3
Jane Street
3
Jane Street
New York
$4.74M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.17M
5
SI
5
SimpliFi Inc
California
$23.1M

Top Sellers

1
FA
1
Fortis Advisors
Pennsylvania
$128K
2
MFM
2
Mirsky Financial Management
New York
$5.05M
3
WPSG
3
Wealth & Pension Services Group
Georgia
$231K
4
AG
4
Advisor Group
Arizona
$466K
5
SC
5
Scotia Capital
Ontario, Canada
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$295K -$59.7K -635 -17%
Allianz Asset Management
27
Allianz Asset Management
Germany
$295K +$295K +3,154 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$274K -$1.87K -20 -0.7%
WPSG
29
Wealth & Pension Services Group
Georgia
$231K -$1.39M -14,834 -86%
CHAM
30
Clear Harbor Asset Management
Connecticut
$205K +$205K +2,195 New
HI
31
Hudock Inc
Pennsylvania
$148K +$1.21K +13 +0.8%
BWA
32
BDO Wealth Advisors
Florida
$140K +$140K +1,497 New
FA
33
Fortis Advisors
Pennsylvania
$128K -$2.29M -24,461 -95%
CFGS
34
Concourse Financial Group Securities
Alabama
$108K +$36.4K +391 +51%
GWM
35
Geneos Wealth Management
Colorado
$43K – – –
WCG
36
Weaver Consulting Group
California
$30K +$30K +323 New
CA
37
Cetera Advisors
Colorado
$24K +$24K +260 New
IA
38
IFP Advisors
Florida
$14K -$257K -2,757 -95%
BlackRock
39
BlackRock
New York
$10K +$8.68K +92 +657%
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
APA
41
American Portfolios Advisors
New York
$2.62K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +9 New
JPLA
43
Joseph P. Lucia & Associates
New York
$765 +$765 +71,723 New
TWM
44
Titus Wealth Management
California
$402 – – –
WWM
45
Western Wealth Management
Colorado
– -$733K -8,053 Closed
RJA
46
Raymond James & Associates
Florida
– -$515K -5,682 Closed
MC
47
Muzinich & Co
New York
– -$378K -4,167 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
– -$318K -3,509 Closed
TSS
49
Two Sigma Securities
New York
– -$222K -2,447 Closed
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
– -$210K -2,309 Closed
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