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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

44 hedge funds and large institutions have $73.7M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
14
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.24M
2
SC
2
Scotia Capital
Ontario, Canada
$7.76M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$1.16M
4
Wells Fargo
4
Wells Fargo
California
$2.56M
5
CRWM
5
Castle Rock Wealth Management
California
$435K

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$13.7M
2
SI
2
SimpliFi Inc
California
$0
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$0
4
JPLA
4
Joseph P. Lucia & Associates
New York
$72K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$300K 3,191 -30 -0.9%
DBRC
27
D.B. Root & Company
Pennsylvania
$272K 2,893 -1,736 -38%
WPSG
28
Wealth & Pension Services Group
Georgia
$250K 2,654 +185 +7%
IWC
29
Integrated Wealth Concepts
Massachusetts
$235K 2,627 -306 -10%
HI
30
Hudock Inc
Pennsylvania
$150K 1,598 +13 +0.8%
BWA
31
BDO Wealth Advisors
Florida
$138K 1,466 -31 -2%
FA
32
Fortis Advisors
Pennsylvania
$130K 1,379 +11 +0.8%
CFGS
33
Concourse Financial Group Securities
Alabama
$109K 1,161 – –
JPLA
34
Joseph P. Lucia & Associates
New York
$72K 765 -70,958 -99%
GWM
35
Geneos Wealth Management
Colorado
$58K 620 +150 +32%
WCG
36
Weaver Consulting Group
California
$30K 323 – –
TCOV
37
Trust Company of Vermont
Vermont
$19K 200 +200 New
ASN
38
Advisory Services Network
Georgia
$16K 172 +172 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$5K 51 – –
GI
40
Gradient Investments
Minnesota
$4K 40 +40 New
BlackRock
41
BlackRock
New York
$3K 36 -70 -66%
APA
42
American Portfolios Advisors
New York
$2.63K 28 – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1K 9 – –
SI
44
SimpliFi Inc
California
– – -246,695 Closed
SMFG
45
Sumitomo Mitsui Financial Group
Japan
– – -179,900 Closed
W
46
WealthOne
New York
– – -5,257 Closed
TWM
47
Titus Wealth Management
California
– – -4,306 Closed
Stifel Financial
48
Stifel Financial
Missouri
– – -3,139 Closed
CA
49
Cetera Advisors
Colorado
– – -260 Closed
Parallax Volatility Advisers
50
Parallax Volatility Advisers
California
$0 1 – –
1
2