We are live on ! Find out more
LQDH icon

iShares Interest Rate Hedged Corporate Bond ETF

102 hedge funds and large institutions have $360M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 27

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% less capital invested

Capital invested by funds: $360M → $360M (-$828K)

2% less funds holding

Funds holding: 104102 (-2)

3.05% less ownership

Funds ownership: 73.59%70.54% (-3.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
50
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.5M +$675K +7,266 +37%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.47M +$263K +2,833 +12%
UCFA
28
United Capital Financial Advisors
Texas
$2.36M -$38.7K -417 -2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$2.36M +$91.4K +984 +4%
RWI
30
Red Wave Investments
Pennsylvania
$2.13M
WWA
31
WCG Wealth Advisors
Nevada
$1.85M -$12.4K -134 -0.7%
Betterment LLC
32
Betterment LLC
New York
$1.79M +$1.78M +19,127 New
PAS
33
Park Avenue Securities
New York
$1.78M +$255K +2,744 +17%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.72M -$3.39M -36,518 -67%
SA
35
Sanctuary Advisors
Indiana
$1.64M +$339K +3,646 +26%
OP
36
ORG Partners
Indiana
$1.53M +$8.17K +88 +0.5%
Truist Financial
37
Truist Financial
North Carolina
$1.47M +$153K +1,644 +12%
AWM
38
Able Wealth Management
New Jersey
$1.46M +$166K +1,789 +13%
Jane Street
39
Jane Street
New York
$1.46M +$625K +6,733 +76%
Stifel Financial
40
Stifel Financial
Missouri
$1.44M +$7.61K +82 +0.5%
GRP
41
Global Retirement Partners
California
$1.42M +$94.3K +1,015 +7%
ABWM
42
Alpine Bank Wealth Management
Colorado
$1.38M -$309K -3,333 -18%
BPA
43
Beacon Pointe Advisors
California
$1.38M +$983K +10,582 +256%
TPWM
44
Twelve Points Wealth Management
Massachusetts
$1.25M +$673K +7,251 +119%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$1.03M +11,080 New
PWM
46
Perigon Wealth Management
California
$973K +$233K +2,507 +32%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$938K -$7.71K -83 -0.8%
MAM
48
Milestone Asset Management
Pennsylvania
$854K +$170K +1,836 +25%
SIM
49
Stratos Investment Management
Ohio
$836K +$830K +8,939 New
GS
50
GWN Securities
Florida
$835K -$121K -1,307 -13%

LQDH Hedge Fund Activity: Q3 2025 in Review

102 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q3 2025, worth a combined $360M — down 0.23% from $360M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LQDH positions and 14 closed out — a net gain of 1 holder — while 50 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.61M. The largest seller was Leo Wealth LLC, cutting an estimated $11.9M.

  • 102 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q3 2025, down from 104 in Q2 2025.
  • Funds reported $360M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q3 2025, down 0.23% quarter-over-quarter.
  • 15 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q3 2025 and 14 closed out, a net change of +1 holder.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $5.61M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q3 2025 was Leo Wealth LLC, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2025.