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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

108 hedge funds and large institutions have $1.11B invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 18 closing their positions.

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.71%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
25
Increased
44
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$76.4M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.3M
3
Bank of America
3
Bank of America
North Carolina
$355M
4
WP
4
WealthShield Partners
North Carolina
$20.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.1M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
WWM
2
WJ Wealth Management
Arizona
$0
3
Jane Street
3
Jane Street
New York
$2.72M
4
Wells Fargo
4
Wells Fargo
California
$1.79M
5
LPL Financial
5
LPL Financial
California
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
JCIA
51
Jackson Creek Investment Advisors
Colorado
$1.15M 12,291 +8,833 +255%
WCM
52
Wealthcare Capital Management
Virginia
$1.11M 11,841 +1,596 +16%
CWM
53
Comprehensive Wealth Management
Washington
$971K 10,384 +10,384 New
VAS
54
Vestmark Advisory Solutions
Massachusetts
$957K 10,227 +1,848 +22%
VWM
55
Venturi Wealth Management
Texas
$893K 9,546 +85 +0.9%
PWM
56
Perigon Wealth Management
California
$889K 9,506 +3,637 +62%
PP
57
Patron Partners
Texas
$873K 9,343 +12 +0.1%
AFAS
58
Acorn Financial Advisory Services
Virginia
$868K 9,278 +3,176 +52%
LA
59
Latitude Advisors
Florida
$850K 9,090 +4,206 +86%
CSPAM
60
Cary Street Partners Asset Management
Virginia
$760K 8,129 -5,012 -38%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$740K 7,910 +1,472 +23%
TWM
62
Titus Wealth Management
California
$724K 7,742 +1,012 +15%
RWI
63
Red Wave Investments
Pennsylvania
$680K 7,269 +7,269 New
RJA
64
Raymond James & Associates
Florida
$636K 6,801 +3,660 +117%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$612K 6,548 -53 -0.8%
SWMP
66
Signature Wealth Management Partners
New Jersey
$607K 6,494 +6,494 New
RJFSA
67
Raymond James Financial Services Advisors
Florida
$606K 6,482 -485 -7%
EA
68
Emerald Advisors
Washington
$585K 6,258 +958 +18%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$579K 6,194 +6,194 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$501K 5,354 +848 +19%
HI
71
Hudock Inc
Pennsylvania
$429K 4,589 +3,013 +191%
GCA
72
Guardian Capital Advisors
Ontario, Canada
$415K 4,474 – –
HWM
73
Howard Wealth Management
Connecticut
$411K 4,395 +1,425 +48%
PA
74
Parallel Advisors
California
$402K 4,285 -595 -12%
FFA
75
Founders Financial Alliance
North Carolina
$399K 4,263 -76 -2%
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3
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