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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

101 hedge funds and large institutions have $357M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
50
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.5M
2
LWL
Leo Wealth LLC
Texas
$22.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.07M
4
OIA
OneDigital Investment Advisors
Kansas
$4.32M
5
IWC
Integrated Wealth Concepts
Massachusetts
$4.02M

Top Sellers

1
MAM
Milestone Asset Management
Pennsylvania
$674K
2
ABWM
Alpine Bank Wealth Management
Colorado
$1.67M
3
AssetMark Inc
AssetMark Inc
California
$7.3M
4
Citadel Advisors
Citadel Advisors
Florida
$218K
5
Bank of America
Bank of America
North Carolina
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.43M -$10.3K -112 -0.4%
UCFA
27
United Capital Financial Advisors
Texas
$2.37M +$2.37M +25,691 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.24M +$347K +3,755 +18%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.18M +$22.5K +244 +1%
RWI
30
Red Wave Investments
Pennsylvania
$2.1M -$97.6K -1,056 -4%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$1.92M +$1.92M +20,755 New
WWA
32
WCG Wealth Advisors
Nevada
$1.84M -$139K -1,506 -7%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.79M +$821K +8,880 +84%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.71M -$25.4K -275 -1%
ABWM
35
Alpine Bank Wealth Management
Colorado
$1.67M -$21.6M -233,325 -93%
OP
36
ORG Partners
Indiana
$1.51M +$755K +8,126 +100%
PAS
37
Park Avenue Securities
New York
$1.51M +$736K +7,966 +96%
Stifel Financial
38
Stifel Financial
Missouri
$1.41M +$1.41M +15,289 New
GRP
39
Global Retirement Partners
California
$1.31M +$1.31M +14,204 New
Truist Financial
40
Truist Financial
North Carolina
$1.3M -$35.2K -381 -3%
AWM
41
Able Wealth Management
New Jersey
$1.28M +$196K +2,126 +18%
SCM
42
Sollinda Capital Management
Florida
$1.22M +$1.22M +13,224 New
GS
43
GWN Securities
Florida
$944K -$3.44M -37,241 -78%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$934K +$181K +1,959 +24%
TC
45
Trilogy Capital
California
$912K -$252K -2,731 -22%
Jane Street
46
Jane Street
New York
$818K +$818K +8,851 New
PWM
47
Perigon Wealth Management
California
$730K +$262K +2,836 +56%
MAM
48
Milestone Asset Management
Pennsylvania
$674K -$37.5M -405,543 -98%
IA
49
Inspire Advisors
Idaho
$646K +$103K +1,110 +19%
CBA
50
Coastal Bridge Advisors
Connecticut
$622K -$554 -6 -0.1%
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