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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

108 hedge funds and large institutions have $400M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 62 reducing their positions, and 25 closing their positions.

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
20
Increased
13
Reduced
62
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBS
1
Gallagher Benefit Services
Illinois
$7.5M
2
KWM
2
KFG Wealth Management
Indiana
$4.36M
3
TC
3
Trilogy Capital
California
$3.15M
4
Jane Street
4
Jane Street
New York
$7.3M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$5.68M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$23.8M
2
AIM
2
Astor Investment Management
Illinois
$13.4M
3
SI
3
SimpliFi Inc
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.6M
5
CA
5
Capital Advantage
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$3.69M 40,527 -94,487 -70%
TC
27
Trilogy Capital
California
$3.15M 34,770 +34,770 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.98M 32,968 -7,904 -19%
Citadel Advisors
29
Citadel Advisors
Florida
$2.87M 31,712 -17,887 -36%
Morgan Stanley
30
Morgan Stanley
New York
$2.58M 28,487 -1,555 -5%
FIM
31
Freedom Investment Management
Connecticut
$2.36M 26,109 -603 -2%
WP
32
WealthShield Partners
North Carolina
$2.23M 24,629 -759 -3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.22M 24,543 -1,381 -5%
PFP
34
Pinnacle Financial Partners
Tennessee
$2.13M 23,538 -5,320 -18%
GM
35
GeoWealth Management
Illinois
$1.89M 20,863 -43,270 -67%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.85M 20,418 +210 +1%
RWPA
37
Richard W. Paul & Associates
Michigan
$1.77M 19,524 +19,524 New
DFC
38
DBK Financial Counsel
Ohio
$1.71M 18,925 -8,125 -30%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.69M 18,692 -3,144 -14%
KAS
40
Kestra Advisory Services
Texas
$1.34M 14,836 -18,446 -55%
Renaissance Technologies
41
Renaissance Technologies
New York
$1.34M 14,800 +14,800 New
WEG
42
World Equity Group
Illinois
$1.31M 14,478 -29,985 -67%
OWA
43
Outlook Wealth Advisors
Texas
$1.29M 14,256 -28,764 -67%
TW
44
TrinityPoint Wealth
Connecticut
$1.21M 13,374 -2,743 -17%
BlackRock
45
BlackRock
New York
$1.21M 13,330 +13,324 +222,067%
AWA
46
Aquire Wealth Advisors
Utah
$1.13M 12,524 – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$1.13M 12,503 +2,047 +20%
WWA
48
WCG Wealth Advisors
Nevada
$1.04M 11,474 +1,470 +15%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$1.04M 11,475 -783 -6%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.04M 11,458 -24,543 -68%
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