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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

74 hedge funds and large institutions have $252M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
28
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
1
Capital Investment Advisory Services
North Carolina
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.64M
3
FIA
3
Foundations Investment Advisors
Arizona
$3.93M
4
AAS
4
Ameritas Advisory Services
Nebraska
$3.15M
5
LPL Financial
5
LPL Financial
California
$20.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.74M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3M
4
BFG
4
Beacon Financial Group
Texas
$10.7M
5
OWA
5
Outlook Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAP
26
Columbia Advisory Partners
Washington
$1.38M 14,803 +14,803 New
MML Investors Services
27
MML Investors Services
Massachusetts
$1.34M 14,441 +2,822 +24%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$1.34M 14,386 +358 +3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.31M 14,052 +3,853 +38%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.23M 13,209 -922 -7%
AWA
31
Aquire Wealth Advisors
Utah
$1.18M 12,710 – –
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.12M 12,079 -1,194 -9%
AWM
33
Able Wealth Management
New Jersey
$1.07M 11,525 +1,385 +14%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1M 10,814 -309 -3%
Truist Financial
35
Truist Financial
North Carolina
$1M 10,809 +10,809 New
TW
36
TrinityPoint Wealth
Connecticut
$939K 10,100 -55 -0.5%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$926K 9,961 -2,463 -20%
HCA
38
Heck Capital Advisors
Wisconsin
$689K 7,412 +3,512 +90%
TFM
39
Trademark Financial Management
Minnesota
$643K 6,919 +680 +11%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$581K 6,248 +2,425 +63%
AAS
41
Avantax Advisory Services
Texas
$419K 4,513 -502 -10%
GVAG
42
Great Valley Advisor Group
Delaware
$380K 4,085 +4,085 New
SA
43
Sanctuary Advisors
Indiana
$372K 3,964 +3,964 New
SPC
44
Sigma Planning Corp
Michigan
$340K 3,654 +3,654 New
EWA
45
EP Wealth Advisors
California
$331K 3,559 +3,559 New
PAG
46
Private Advisor Group
New Jersey
$298K 3,210 -49 -2%
HI
47
Harbour Investments
Wisconsin
$284K 3,058 -160 -5%
FFA
48
Founders Financial Alliance
North Carolina
$273K 2,938 -320 -10%
GCA
49
Guardian Capital Advisors
Ontario, Canada
$229K 2,454 +50 +2%
BCV
50
Banque Cantonale Vaudoise
Switzerland
$182K 1,960 – –
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