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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

108 hedge funds and large institutions have $1.11B invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 18 closing their positions.

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.71%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
25
Increased
44
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$76.4M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.3M
3
Bank of America
3
Bank of America
North Carolina
$355M
4
WP
4
WealthShield Partners
North Carolina
$20.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.1M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
WWM
2
WJ Wealth Management
Arizona
$0
3
Jane Street
3
Jane Street
New York
$2.72M
4
Wells Fargo
4
Wells Fargo
California
$1.79M
5
LPL Financial
5
LPL Financial
California
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
Southern Capital Advisors
Tennessee
$4.6M 49,145 +37,331 +316%
LB
27
Leo Brokerage
Texas
$4.48M 47,926 +47,926 New
Osaic Holdings
28
Osaic Holdings
Arizona
$4.46M 47,686 +3,709 +8%
SC
29
Scotia Capital
Ontario, Canada
$4.43M 47,332 +3,238 +7%
AI
30
Atria Investments
North Carolina
$4.34M 46,364 +46,364 New
Stifel Financial
31
Stifel Financial
Missouri
$4.21M 44,955 +3,295 +8%
TCA
32
Transcend Capital Advisors
New Jersey
$3.63M 38,760 +289 +0.8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.59M 38,431 +17,474 +83%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.32M 35,475 -19,811 -36%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$2.8M 29,779 +2,558 +9%
Jane Street
36
Jane Street
New York
$2.72M 29,080 -62,855 -68%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.6M 27,843 -6,568 -19%
DFC
38
DBK Financial Counsel
Ohio
$2.57M 27,435 +27,435 New
AWS
39
AJ Wealth Strategies
New York
$2.33M 24,921 – –
Betterment LLC
40
Betterment LLC
New York
$1.88M 20,070 +1,551 +8%
Wells Fargo
41
Wells Fargo
California
$1.79M 19,107 -36,489 -66%
TW
42
TrinityPoint Wealth
Connecticut
$1.72M 18,394 +1,936 +12%
MCC
43
Money Concepts Capital
Florida
$1.42M 15,184 +84 +0.6%
AWS
44
Atria Wealth Solutions
New York
$1.4M 15,000 +15,000 New
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$1.38M 14,714 +939 +7%
UCFA
46
United Capital Financial Advisors
Texas
$1.32M 14,073 +1,412 +11%
CIAS
47
Capital Investment Advisory Services
North Carolina
$1.3M 13,859 +1,118 +9%
AWA
48
Aquire Wealth Advisors
Utah
$1.26M 13,507 – –
PFP
49
Pinnacle Financial Partners
Tennessee
$1.22M 13,055 +13,055 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.19M 12,753 +12,753 New
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