We are live on ! Find out more
LQDH icon

iShares Interest Rate Hedged Corporate Bond ETF
LQDH

82 hedge funds and large institutions have $289M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

15% more capital invested

Capital invested by funds: $252M → $289M (+$37.4M)

11% more funds holding

Funds holding: 74 → 82 (+8)

4.58% more ownership

Funds ownership: 67.65% → 72.23% (+4.6%)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
35
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$13.3M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$12.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.46M
4
UBS Group
UBS Group
Switzerland
+$2.91M
5
DWM
Destination Wealth Management
California
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
KWM
KFG Wealth Management
Indiana
-$5.37M
2
CIAS
Capital Investment Advisory Services
North Carolina
-$3.67M
3
Bank of America
Bank of America
North Carolina
-$1.97M
4
AAS
Ameritas Advisory Services
Nebraska
-$1.62M
5
BFG
Beacon Financial Group
Texas
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.78M +$553K +5,974 +45%
Citadel Advisors
27
Citadel Advisors
Florida
$1.74M -$992K -10,729 -36%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.69M +$1.68M +18,171 New
WWA
29
WCG Wealth Advisors
Nevada
$1.66M +$79.2K +856 +5%
TC
30
Trilogy Capital
California
$1.63M -$49.3K -533 -3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.57M +$264K +2,856 +20%
AAS
32
Ameritas Advisory Services
Nebraska
$1.52M -$1.62M -17,486 -52%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.32M +$1.31M +14,176 New
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.29M -$45.2K -489 -3%
AWA
35
Aquire Wealth Advisors
Utah
$1.22M +$34.9K +377 +3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.15M +$21K +227 +2%
AWM
37
Able Wealth Management
New Jersey
$1.05M -$27.1K -293 -3%
Truist Financial
38
Truist Financial
North Carolina
$1.02M +$9.16K +99 +0.9%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$964K +$958K +10,363 New
TW
40
TrinityPoint Wealth
Connecticut
$905K -$34.3K -371 -4%
SA
41
Sanctuary Advisors
Indiana
$688K +$316K +3,412 +86%
IFG
42
Independent Financial Group
California
$540K +$537K +5,805 New
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$509K -$416K -4,493 -45%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$480K +$477K +5,160 New
AAS
45
Avantax Advisory Services
Texas
$460K +$40K +432 +10%
GVAG
46
Great Valley Advisor Group
Delaware
$420K +$39.6K +428 +10%
HCA
47
Heck Capital Advisors
Wisconsin
$369K -$318K -3,443 -46%
SPC
48
Sigma Planning Corp
Michigan
$341K +$832 +9 +0.2%
EWA
49
EP Wealth Advisors
California
$331K – – –
TFM
50
Trademark Financial Management
Minnesota
$296K -$346K -3,739 -54%
1
2
3 4

LQDH Hedge Fund Activity: Q3 2024 in Review

82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q3 2024, worth a combined $289M — up 15% from $252M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LQDH positions and 8 closed out — a net gain of 8 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $13.3M. The largest seller was KFG Wealth Management, exiting entirely with an estimated $5.37M sold.

  • 82 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q3 2024, up from 74 in Q2 2024.
  • Funds reported $289M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 16 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q3 2024 and 8 closed out, a net change of +8 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q3 2024 was AssetMark Inc, an estimated $13.3M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q3 2024 was KFG Wealth Management, an estimated $5.37M sold.

Based on aggregated 13F filings for Q3 2024.