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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

87 hedge funds and large institutions have $531M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 18 closing their positions.

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
32
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$62.4M
2
RBA
2
Richard Bernstein Advisors
New York
$86.9M
3
WWM
3
WJ Wealth Management
Arizona
$5.51M
4
SI
4
Stephens Inc
Arkansas
$5.27M
5
SC
5
Scotia Capital
Ontario, Canada
$4.03M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.2M
2
BlackRock
2
BlackRock
New York
$9K
3
WA
3
WestEnd Advisors
North Carolina
$14.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.94M
5
LPL Financial
5
LPL Financial
California
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
AJ Wealth Strategies
New York
$2.39M – – –
Stifel Financial
27
Stifel Financial
Missouri
$2.03M -$167K -1,748 -8%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$2.03M -$2.14M – –
TCA
29
Transcend Capital Advisors
New Jersey
$1.58M +$2.51K +26 +0.2%
CFO
30
Collective Family Office
Pennsylvania
$1.55M +$1.55M +16,169 New
Betterment LLC
31
Betterment LLC
New York
$1.49M +$559K +5,834 +60%
CIAS
32
Capital Investment Advisory Services
North Carolina
$1.05M +$1.05M +10,975 New
UCFA
33
United Capital Financial Advisors
Texas
$1.05M +$1.05M +10,931 New
WCM
34
Wealthcare Capital Management
Virginia
$918K +$27.6K +288 +3%
Creative Planning
35
Creative Planning
Kansas
$779K -$711K -7,420 -48%
CSPIA
36
Cary Street Partners Investment Advisory
Virginia
$736K +$204K +2,131 +38%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$690K +$138K +1,439 +25%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$632K +$631K +6,588 +50,677%
TWM
39
Titus Wealth Management
California
$581K +$12.6K +132 +2%
OWA
40
Outlook Wealth Advisors
Texas
$577K -$13.2K -138 -2%
VWM
41
Venturi Wealth Management
Texas
$519K – – –
NL
42
NWAM LLC
Washington
$513K +$123K +1,287 +32%
TPWA
43
TRUE Private Wealth Advisors
Oregon
$471K -$227K -2,372 -33%
FFA
44
Founders Financial Alliance
North Carolina
$455K -$12.7K -133 -3%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$450K +$65.2K +682 +17%
GCA
46
Guardian Capital Advisors
Ontario, Canada
$427K +$427K +4,446 New
PP
47
Patron Partners
Texas
$412K +$28.4K +297 +7%
EA
48
Emerald Advisors
Washington
$375K +$159K +1,663 +74%
AFAS
49
Acorn Financial Advisory Services
Virginia
$369K +$70.1K +730 +23%
MWM
50
Mascoma Wealth Management
New Hampshire
$351K -$15.3K -160 -4%
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