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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

114 hedge funds and large institutions have $650M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
18
Increased
42
Reduced
40
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$72.7M
2
AIM
2
Astor Investment Management
Illinois
$43.7M
3
AWM
3
AE Wealth Management
Kansas
$29M
4
CWA
4
Centennial Wealth Advisory
Michigan
$12M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$9.65M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$41.5M
2
RBA
2
Richard Bernstein Advisors
New York
$10K
3
AssetMark Inc
3
AssetMark Inc
California
$7.6M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Scotia Capital
Ontario, Canada
$4.41M +$294K +3,315 +7%
Citadel Advisors
27
Citadel Advisors
Florida
$4.4M +$3.98M +44,823 +939%
WEG
28
World Equity Group
Illinois
$3.95M +$2.62M +29,516 +197%
OWA
29
Outlook Wealth Advisors
Texas
$3.82M +$2.49M +28,118 +189%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$3.63M -$9.87M -111,198 -73%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.2M +$1.97M +22,229 +161%
KAS
32
Kestra Advisory Services
Texas
$2.95M +$1.92M +21,636 +186%
Morgan Stanley
33
Morgan Stanley
New York
$2.67M -$1.81M -20,381 -40%
PFP
34
Pinnacle Financial Partners
Tennessee
$2.56M +$4.35K +49 +0.2%
ECA
35
Elevated Capital Advisors
Utah
$2.53M +$2.53M +28,487 New
DFC
36
DBK Financial Counsel
Ohio
$2.4M -$70.2K -791 -3%
FIM
37
Freedom Investment Management
Connecticut
$2.37M -$160K -1,803 -6%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.3M -$1.42M -15,993 -38%
WP
39
WealthShield Partners
North Carolina
$2.25M -$7.82M -88,110 -78%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.94M -$455K -5,130 -19%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.79M -$890K -10,031 -33%
TW
42
TrinityPoint Wealth
Connecticut
$1.43M -$237K -2,674 -14%
FCM
43
Fourpath Capital Management
Oklahoma
$1.41M +$935K +10,541 +198%
AWS
44
Atria Wealth Solutions
New York
$1.36M +$134K +1,509 +11%
Mariner
45
Mariner
Kansas
$1.23M +$111K +1,250 +10%
JCIA
46
Jackson Creek Investment Advisors
Colorado
$1.12M +$1.07K +12 +0.1%
AWA
47
Aquire Wealth Advisors
Utah
$1.11M +$2.93K +33 +0.3%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1.09M -$177K -1,997 -14%
WCM
49
Wealthcare Capital Management
Virginia
$1.05M -$1.24K -14 -0.1%
SW
50
SVB Wealth
Massachusetts
$1.02M +$1.02M +11,520 New
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