iShares Interest Rate Hedged Corporate Bond ETF
LQDH
92 hedge funds and large institutions have $281M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
12% more funds holding
Funds holding: 82 → 92 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $289M → $281M (-$7.84M)
9% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 32
9.07% less ownership
Funds ownership: 72.23% → 63.16% (-9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$2.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.18M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.17M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.09M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$12.8M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$1.91M |
| 3 |
Morgan Stanley
New York
|
-$1.57M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.39M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.37M |
LQDH Hedge Fund Activity: Q4 2024 in Review
92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2024, worth a combined $281M — down 2.7% from $289M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new LQDH positions and 6 closed out — a net gain of 12 holders — while 29 added to existing stakes and 32 trimmed.
The largest buyer was Milestone Asset Management, opening a new position worth an estimated $2.9M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $12.8M sold.
- 92 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2024, up from 82 in Q3 2024.
- Funds reported $281M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2024, down 2.7% quarter-over-quarter.
- 18 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2024 and 6 closed out, a net change of +12 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2024 was Milestone Asset Management, an estimated $2.9M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2024 was Redhawk Wealth Advisors, an estimated $12.8M sold.
Based on aggregated 13F filings for Q4 2024.