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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

58 hedge funds and large institutions have $181M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 10 closing their positions.

Holders
58
Holders Change
+18
Holders Change %
+45%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
15
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$29.9M
2
UBS Group
2
UBS Group
Switzerland
$18.2M
3
Bank of America
3
Bank of America
North Carolina
$14.4M
4
LPL Financial
4
LPL Financial
California
$12.1M
5
UCFA
5
United Capital Financial Advisors
Texas
$4.45M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$56.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.72M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.6M
5
AWM
5
Atticus Wealth Management
Florida
$42K
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$481K 5,354 +5,354 New
BlackRock
27
BlackRock
New York
$452K 5,024 +4,923 +4,874%
WR
28
Watson Rebecca
$440K 4,895 – –
GWM
29
Geneos Wealth Management
Colorado
$420K 4,712 +4,092 +660%
TWM
30
Titus Wealth Management
California
$397K 4,420 -25 -0.6%
CHAM
31
Clear Harbor Asset Management
Connecticut
$312K 3,465 +50 +1%
SAS
32
Sage Advisory Services
Texas
$296K 3,302 +3,302 New
SPC
33
Sigma Planning Corp
Michigan
$291K 3,239 +4 +0.1%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$266K 2,959 -970 -25%
SW
35
SteelPeak Wealth
California
$250K 2,779 +2,779 New
W
36
WealthOne
New York
$239K 2,662 +2,662 New
CFGS
37
Concourse Financial Group Securities
Alabama
$216K 2,403 +1,242 +107%
LIA
38
LS Investment Advisors
Michigan
$151K 1,678 – –
HI
39
Hudock Inc
Pennsylvania
$117K 1,309 +9 +0.7%
RG
40
Retirement Group
California
$114K 1,265 +1,265 New
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$88K 975 +873 +856%
GRP
42
Global Retirement Partners
California
$71K 788 +788 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$64K 710 +710 New
PAG
44
Private Advisor Group
New Jersey
$61K 683 +683 New
Morgan Stanley
45
Morgan Stanley
New York
$45K 500 -5,199 -91%
AWM
46
Atticus Wealth Management
Florida
$42K 465 -9,213 -95%
JPLA
47
Joseph P. Lucia & Associates
New York
$41K 455 – –
GFPC
48
Global Financial Private Client
Florida
$29.7K 328 +50 +18%
EDRH
49
Edmond de Rothschild Holding
Switzerland
$23K 250 – –
FHA
50
Flagship Harbor Advisors
Massachusetts
$23K 266 +266 New
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