LQDH icon

iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

81 hedge funds and large institutions have $288M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
35
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$16.9M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$12.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.13M
4
UBS Group
4
UBS Group
Switzerland
$5.41M
5
DWM
5
Destination Wealth Management
California
$72.5M

Top Sellers

1
KWM
1
KFG Wealth Management
Indiana
$0
2
CIAS
2
Capital Investment Advisory Services
North Carolina
$9.4M
3
Bank of America
3
Bank of America
North Carolina
$28.3M
4
AAS
4
Ameritas Advisory Services
Nebraska
$1.52M
5
BFG
5
Beacon Financial Group
Texas
$9.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.79M 19,183 +5,974 +45%
Citadel Advisors
27
Citadel Advisors
Florida
$1.74M 18,737 -10,729 -36%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.69M 18,171 +18,171 New
WWA
29
WCG Wealth Advisors
Nevada
$1.66M 17,877 +856 +5%
TC
30
Trilogy Capital
California
$1.63M 17,499 -533 -3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.57M 16,908 +2,856 +20%
AAS
32
Ameritas Advisory Services
Nebraska
$1.52M 16,376 -17,486 -52%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.32M 14,176 +14,176 New
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.29M 13,897 -489 -3%
AWA
35
Aquire Wealth Advisors
Utah
$1.22M 13,087 +377 +3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.15M 12,306 +227 +2%
AWM
37
Able Wealth Management
New Jersey
$1.05M 11,232 -293 -3%
Truist Financial
38
Truist Financial
North Carolina
$1.02M 10,908 +99 +0.9%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$964K 10,363 +10,363 New
TW
40
TrinityPoint Wealth
Connecticut
$905K 9,729 -371 -4%
SA
41
Sanctuary Advisors
Indiana
$688K 7,376 +3,412 +86%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$509K 5,468 -4,493 -45%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$480K 5,160 +5,160 New
AAS
44
Avantax Advisory Services
Texas
$460K 4,945 +432 +10%
GVAG
45
Great Valley Advisor Group
Delaware
$420K 4,513 +428 +10%
HCA
46
Heck Capital Advisors
Wisconsin
$369K 3,969 -3,443 -46%
SPC
47
Sigma Planning Corp
Michigan
$341K 3,663 +9 +0.2%
EWA
48
EP Wealth Advisors
California
$331K 3,559 – –
TFM
49
Trademark Financial Management
Minnesota
$296K 3,180 -3,739 -54%
GCA
50
Guardian Capital Advisors
Ontario, Canada
$290K 3,119 +665 +27%
1
2
3 4