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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

99 hedge funds and large institutions have $383M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

36% more capital invested

Capital invested by funds: $281M → $383M (+$102M)

7.9% more ownership

Funds ownership: 63.16% → 71.05% (+7.9%)

8% more funds holding

Funds holding: 92 → 99 (+7)

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
22
Increased
46
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAM
Milestone Asset Management
Pennsylvania
+$35.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.5M
3
MML Investors Services
MML Investors Services
Massachusetts
+$9.04M
4
Bank of America
Bank of America
North Carolina
+$5.08M
5
AssetMark Inc
AssetMark Inc
California
+$4.47M

Top Sellers

Rank Fund Capital Flow
1
LWL
Leo Wealth LLC
Texas
-$11.9M
2
Jane Street
Jane Street
New York
-$2.07M
3
BFG
Beacon Financial Group
Texas
-$1.21M
4
AWA
Aquire Wealth Advisors
Utah
-$446K
5
Osaic Holdings
Osaic Holdings
Arizona
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
GFG Capital
Florida
$2.39M – – –
RWI
27
Red Wave Investments
Pennsylvania
$2.2M -$42K -451 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.15M +$127K +1,367 +6%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.09M +$1.25M +13,452 +146%
WWA
30
WCG Wealth Advisors
Nevada
$1.98M +$146K +1,567 +8%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.89M +$56.3K +605 +3%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.85M +$607K +6,524 +48%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.73M -$207K -2,224 -11%
Truist Financial
34
Truist Financial
North Carolina
$1.34M +$202K +2,172 +18%
TC
35
Trilogy Capital
California
$1.16M -$359K -3,860 -23%
AWM
36
Able Wealth Management
New Jersey
$1.08M +$92.4K +993 +9%
AI
37
Atria Investments
North Carolina
$1.02M +$1.03M +11,036 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$972K +$337K +3,621 +52%
OFS
39
OneAscent Financial Services
Alabama
$968K +$977K +10,492 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$804K +$491K +5,273 +153%
SA
41
Sanctuary Advisors
Indiana
$792K -$155K -1,660 -16%
PAS
42
Park Avenue Securities
New York
$769K +$451K +4,841 +138%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$766K -$276K -2,966 -26%
OP
44
ORG Partners
Indiana
$753K +$760K +8,165 New
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$752K +$319K +3,424 +72%
AWA
46
Aquire Wealth Advisors
Utah
$657K -$446K -4,796 -40%
ASN
47
Advisory Services Network
Georgia
$657K +$663K +7,118 New
CBA
48
Coastal Bridge Advisors
Connecticut
$621K +$627K +6,734 New
JP Morgan Chase
49
JP Morgan Chase
New York
$614K +$383K +4,119 +162%
BIG
50
Brookwood Investment Group
Arizona
$581K +$586K +6,292 New
1
2
3 4 5

LQDH Hedge Fund Activity: Q1 2025 in Review

99 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2025, worth a combined $383M — up 36% from $281M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LQDH positions and 12 closed out — a net gain of 10 holders — while 46 added to existing stakes and 17 trimmed.

The largest buyer was Milestone Asset Management, adding an estimated $35.5M. The largest seller was Leo Wealth LLC, cutting an estimated $11.9M.

  • 99 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2025, up from 92 in Q4 2024.
  • Funds reported $383M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2025, up 36% quarter-over-quarter.
  • 22 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2025 and 12 closed out, a net change of +10 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2025 was Milestone Asset Management, an estimated $35.5M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2025 was Leo Wealth LLC, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2025.