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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

96 hedge funds and large institutions have $382M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
46
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Milestone Asset Management
Pennsylvania
$38.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.8M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$12.5M
4
Bank of America
4
Bank of America
North Carolina
$33.5M
5
AssetMark Inc
5
AssetMark Inc
California
$21.1M

Top Sellers

1
LWL
1
Leo Wealth LLC
Texas
$8.99M
2
Jane Street
2
Jane Street
New York
$0
3
BFG
3
Beacon Financial Group
Texas
$6.7M
4
AWA
4
Aquire Wealth Advisors
Utah
$657K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
GFG Capital
Florida
$2.39M – – –
RWI
27
Red Wave Investments
Pennsylvania
$2.2M -$41.6K -451 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.15M +$126K +1,367 +6%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.09M +$1.24M +13,452 +146%
WWA
30
WCG Wealth Advisors
Nevada
$1.98M +$145K +1,567 +8%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.89M +$55.8K +605 +3%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.85M +$602K +6,524 +48%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.73M -$205K -2,224 -11%
Truist Financial
34
Truist Financial
North Carolina
$1.34M +$200K +2,172 +18%
TC
35
Trilogy Capital
California
$1.16M -$356K -3,860 -23%
AWM
36
Able Wealth Management
New Jersey
$1.08M +$91.6K +993 +9%
AI
37
Atria Investments
North Carolina
$1.02M +$1.02M +11,036 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$972K +$334K +3,621 +52%
OFS
39
OneAscent Financial Services
Alabama
$968K +$968K +10,492 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$804K +$487K +5,273 +153%
PAS
41
Park Avenue Securities
New York
$769K +$446K +4,841 +138%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$766K -$274K -2,966 -26%
OP
43
ORG Partners
Indiana
$753K +$753K +8,165 New
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$752K +$316K +3,424 +72%
AWA
45
Aquire Wealth Advisors
Utah
$657K -$443K -4,796 -40%
ASN
46
Advisory Services Network
Georgia
$657K +$657K +7,118 New
CBA
47
Coastal Bridge Advisors
Connecticut
$621K +$621K +6,734 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$614K +$380K +4,119 +162%
BIG
49
Brookwood Investment Group
Arizona
$581K +$581K +6,292 New
IA
50
Inspire Advisors
Idaho
$542K +$542K +5,879 New
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