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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

69 hedge funds and large institutions have $204M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$11.5M
2
Jane Street
2
Jane Street
New York
$8.81M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$1.45M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.38M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.14M

Top Sellers

1
RWI
1
Red Wave Investments
Pennsylvania
$2.99M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.11M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.21M
4
UBS Group
4
UBS Group
Switzerland
$2.25M
5
WI
5
Wintrust Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$1.15M -$135K -1,453 -11%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.14M +$1.14M +12,270 New
Citadel Advisors
28
Citadel Advisors
Florida
$1.11M -$932K -10,014 -46%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.08M +$95.5K +1,026 +10%
TW
30
TrinityPoint Wealth
Connecticut
$947K -$151K -1,624 -14%
MML Investors Services
31
MML Investors Services
Massachusetts
$888K +$301K +3,232 +51%
Osaic Holdings
32
Osaic Holdings
Arizona
$824K +$141K +1,512 +21%
AWM
33
Able Wealth Management
New Jersey
$786K +$786K +8,448 New
TFM
34
Trademark Financial Management
Minnesota
$474K +$474K +5,089 New
OWA
35
Outlook Wealth Advisors
Texas
$415K +$415K +4,459 New
GFA
36
Gallagher Fiduciary Advisors
Illinois
$410K +$410K +4,409 New
PCIA
37
Prime Capital Investment Advisors
Kansas
$398K +$140K +1,501 +54%
CAN
38
Cetera Advisor Networks
California
$385K +$1.02K +11 +0.3%
PAG
39
Private Advisor Group
New Jersey
$385K +$9.03K +97 +2%
HCA
40
Heck Capital Advisors
Wisconsin
$358K +$265K +2,848 +285%
AAS
41
Avantax Advisory Services
Texas
$330K +$6.61K +71 +2%
FFA
42
Founders Financial Alliance
North Carolina
$304K -$68.6K -737 -18%
HI
43
Harbour Investments
Wisconsin
$300K – – –
JCM
44
Jacobi Capital Management
Pennsylvania
$294K +$27.1K +291 +10%
GCA
45
Guardian Capital Advisors
Ontario, Canada
$233K -$34.9K -375 -13%
BCV
46
Banque Cantonale Vaudoise
Switzerland
$182K -$25.8K -278 -12%
MWM
47
Mascoma Wealth Management
New Hampshire
$81K – – –
SS
48
Sunbelt Securities
Texas
$70.3K – – –
CPA
49
Clear Point Advisors
New York
$65.3K +$65.3K +701 New
Wells Fargo
50
Wells Fargo
California
$50.5K +$43K +462 +570%
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