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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

103 hedge funds and large institutions have $913M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
26
Increased
50
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$343M
2
RBA
Richard Bernstein Advisors
New York
$196M
3
CA
Capital Advantage
California
$25.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.6M
5
ACM
Advisors Capital Management
New Jersey
$11.9M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$19.8M
2
Wells Fargo
Wells Fargo
California
$5.32M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.14M
5
AssetMark Inc
AssetMark Inc
California
$61.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
26
Collective Family Office
Pennsylvania
$3.66M +$2.11M +22,096 +137%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.29M +$352K +3,677 +12%
Citadel Advisors
28
Citadel Advisors
Florida
$2.94M +$2.94M +30,691 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$2.61M +$6.53K +68 +0.3%
AWS
30
AJ Wealth Strategies
New York
$2.39M – – –
ASN
31
Advisory Services Network
Georgia
$2.27M +$1.94M +20,267 +595%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$2.14M -$2.03M – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.01M +$2.01M +20,957 New
Betterment LLC
34
Betterment LLC
New York
$1.77M +$281K +2,933 +19%
TW
35
TrinityPoint Wealth
Connecticut
$1.58M +$1.58M +16,458 New
MCC
36
Money Concepts Capital
Florida
$1.45M +$1.45M +15,100 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.32M +$868K +9,071 +193%
AWA
38
Aquire Wealth Advisors
Utah
$1.29M +$1.29M +13,507 New
CSPAM
39
Cary Street Partners Asset Management
Virginia
$1.26M +$1.26M +13,141 New
CIAS
40
Capital Investment Advisory Services
North Carolina
$1.22M +$169K +1,766 +16%
UCFA
41
United Capital Financial Advisors
Texas
$1.21M +$166K +1,730 +16%
SCA
42
Southern Capital Advisors
Tennessee
$1.13M +$1.13M +11,814 New
WCM
43
Wealthcare Capital Management
Virginia
$981K +$63.9K +667 +7%
VWM
44
Venturi Wealth Management
Texas
$906K +$387K +4,041 +75%
PP
45
Patron Partners
Texas
$893K +$481K +5,022 +117%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$802K +$802K +8,379 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$667K -$22.3K -233 -3%
TWM
48
Titus Wealth Management
California
$644K +$63K +658 +11%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$632K – – –
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$616K +$349K +3,643 +130%
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