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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

91 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.

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
29
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Milestone Asset Management
Pennsylvania
$2.88M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.6M
3
LPL Financial
3
LPL Financial
California
$23M
4
FIA
4
Foundations Investment Advisors
Arizona
$5.66M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.6M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$6.43M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$641K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$319K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.95M 21,002 +4,094 +24%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.85M 19,893 +710 +4%
WWA
28
WCG Wealth Advisors
Nevada
$1.84M 19,860 +1,983 +11%
TC
29
Trilogy Capital
California
$1.53M 16,466 -1,033 -6%
HCA
30
Heck Capital Advisors
Wisconsin
$1.35M 14,524 +10,555 +266%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.26M 13,563 +1,257 +10%
Truist Financial
32
Truist Financial
North Carolina
$1.14M 12,325 +1,417 +13%
AWA
33
Aquire Wealth Advisors
Utah
$1.11M 11,917 -1,170 -9%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.05M 11,272 -2,625 -19%
AWM
35
Able Wealth Management
New Jersey
$994K 10,722 -510 -5%
SA
36
Sanctuary Advisors
Indiana
$959K 10,239 +2,863 +39%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$857K 9,236 -1,127 -11%
GS
38
GWN Securities
Florida
$823K 8,800 +8,800 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$641K 6,911 -14,932 -68%
TW
40
TrinityPoint Wealth
Connecticut
$627K 6,759 -2,970 -31%
AAS
41
Ameritas Advisory Services
Nebraska
$486K 5,243 -11,133 -68%
AAS
42
Avantax Advisory Services
Texas
$476K 5,138 +193 +4%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$439K 4,729 -431 -8%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$386K 4,158 -1,310 -24%
GVAG
45
Great Valley Advisor Group
Delaware
$367K 3,955 -558 -12%
AWA
46
Arete Wealth Advisors
Illinois
$352K 3,798 +3,798 New
GP
47
Guardian Partners
Canada
$336K 3,619 +3,619 New
EWA
48
EP Wealth Advisors
California
$330K 3,559 – –
PAS
49
Park Avenue Securities
New York
$324K 3,498 +766 +28%
SPC
50
Sigma Planning Corp
Michigan
$321K 3,463 -200 -5%
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