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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

85 hedge funds and large institutions have $276M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-23
Holders Change %
-21.3%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
21
Reduced
39
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$18.5M
2
GFA
2
Gallagher Fiduciary Advisors
Illinois
$7.21M
3
FFN
3
Focus Financial Network
Minnesota
$5.05M
4
Jane Street
4
Jane Street
New York
$11.5M
5
DWM
5
Destination Wealth Management
California
$66.3M

Top Sellers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M
2
Wells Fargo
2
Wells Fargo
California
$80.2K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$362K
4
AIM
4
Astor Investment Management
Illinois
$0
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Covington Investment Advisors
Pennsylvania
$2.07M +$2.07M +22,596 New
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M -$51.2M -558,670 -97%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.55M -$1.47M -16,035 -49%
Morgan Stanley
29
Morgan Stanley
New York
$1.55M -$1.06M -11,609 -41%
WP
30
WealthShield Partners
North Carolina
$1.35M -$902K -9,842 -40%
TW
31
TrinityPoint Wealth
Connecticut
$1.26M +$35.1K +383 +3%
AWA
32
Aquire Wealth Advisors
Utah
$1.15M – – –
CIAS
33
Capital Investment Advisory Services
North Carolina
$1.14M -$5.96K -65 -0.5%
WWA
34
WCG Wealth Advisors
Nevada
$1.08M +$30.9K +337 +3%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.06M +$7.42K +81 +0.7%
WCM
36
Wealthcare Capital Management
Virginia
$928K -$112K -1,217 -11%
Osaic Holdings
37
Osaic Holdings
Arizona
$907K -$2.81M -30,629 -76%
IWC
38
Integrated Wealth Concepts
Massachusetts
$626K +$626K +6,827 New
CWM
39
Comprehensive Wealth Management
Washington
$615K +$1.83K +20 +0.3%
Renaissance Technologies
40
Renaissance Technologies
New York
$531K -$824K -9,000 -61%
MML Investors Services
41
MML Investors Services
Massachusetts
$470K -$1.4M -15,294 -75%
BAM
42
BOS Asset Management
Illinois
$432K – – –
CA
43
Cetera Advisors
Colorado
$405K +$141K +1,542 +53%
TCM
44
Triumph Capital Management
Colorado
$401K +$401K +4,381 New
CAN
45
Cetera Advisor Networks
California
$386K +$152K +1,658 +65%
FFA
46
Founders Financial Alliance
North Carolina
$370K -$18.5K -202 -5%
AFAS
47
Acorn Financial Advisory Services
Virginia
$368K -$33.6K -367 -8%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$362K -$15.4M -167,902 -98%
BCM
49
Brookstone Capital Management
Illinois
$308K -$39.3K -428 -11%
HI
50
Harbour Investments
Wisconsin
$297K -$31K -338 -9%
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