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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

103 hedge funds and large institutions have $913M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
26
Increased
50
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$343M
2
RBA
Richard Bernstein Advisors
New York
$196M
3
CA
Capital Advantage
California
$25.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.6M
5
ACM
Advisors Capital Management
New Jersey
$11.9M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$19.8M
2
Wells Fargo
Wells Fargo
California
$5.32M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.14M
5
AssetMark Inc
AssetMark Inc
California
$61.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
51
TRUE Private Wealth Advisors
Oregon
$598K +$127K +1,324 +27%
AFAS
52
Acorn Financial Advisory Services
Virginia
$585K +$216K +2,257 +59%
PWM
53
Perigon Wealth Management
California
$562K +$562K +5,869 New
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$540K -$196K -2,045 -27%
NL
55
NWAM LLC
Washington
$515K +$2.68K +28 +0.5%
EA
56
Emerald Advisors
Washington
$507K +$133K +1,386 +35%
LA
57
Latitude Advisors
Florida
$467K +$180K +1,878 +62%
PA
58
Parallel Advisors
California
$467K +$467K +4,876 +121,900%
Creative Planning
59
Creative Planning
Kansas
$462K -$317K -3,311 -41%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$431K +$220K +2,305 +105%
GCA
61
Guardian Capital Advisors
Ontario, Canada
$428K +$2.68K +28 +0.6%
FFA
62
Founders Financial Alliance
North Carolina
$415K -$39.2K -410 -9%
W
63
WealthOne
New York
$351K +$3.16K +33 +0.9%
MWM
64
Mascoma Wealth Management
New Hampshire
$350K – – –
JCIA
65
Jackson Creek Investment Advisors
Colorado
$331K +$331K +3,458 New
RJA
66
Raymond James & Associates
Florida
$301K – – –
CAN
67
Cetera Advisor Networks
California
$294K -$21.9K -229 -7%
WWM
68
Wolff Wiese Magana
California
$291K +$170K +1,773 +140%
HWM
69
Howard Wealth Management
Connecticut
$284K +$284K +2,970 New
SG
70
StoneX Group
New York
$266K +$266K +2,778 New
BRWM
71
B. Riley Wealth Management
Tennessee
$265K +$65.1K +680 +33%
DWM
72
Destination Wealth Management
California
$256K – – –
5L
73
55I LLC
Massachusetts
$238K -$52.8K -551 -18%
OIA
74
OneDigital Investment Advisors
Kansas
$203K +$203K +2,119 New
HI
75
Hudock Inc
Pennsylvania
$150K +$857 +9 +0.6%
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