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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

108 hedge funds and large institutions have $400M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 62 reducing their positions, and 25 closing their positions.

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
20
Increased
13
Reduced
62
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$3.15M
2
Jane Street
2
Jane Street
New York
$7.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$5.68M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.34M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$23.8M
2
AIM
2
Astor Investment Management
Illinois
$13.4M
3
SI
3
SimpliFi Inc
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.6M
5
CA
5
Capital Advantage
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
51
Forte Asset Management
New York
$1.03M 11,350 – –
WCM
52
Wealthcare Capital Management
Virginia
$1.03M 11,341 -436 -4%
RJA
53
Raymond James & Associates
Florida
$915K 10,108 +687 +7%
ECA
54
Elevated Capital Advisors
Utah
$828K 9,152 -19,335 -68%
CWM
55
Comprehensive Wealth Management
Washington
$605K 6,687 -778 -10%
CAN
56
Claraphi Advisory Network
United States
$559K 6,178 +6,178 New
RJFSA
57
Raymond James Financial Services Advisors
Florida
$498K 5,498 -574 -9%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$438K 4,837 -1,237 -20%
BAM
59
BOS Asset Management
Illinois
$427K 4,714 +4,714 New
GCA
60
Guardian Capital Advisors
Ontario, Canada
$398K 4,313 -456 -10%
AFAS
61
Acorn Financial Advisory Services
Virginia
$396K 4,380 -1,458 -25%
FFA
62
Founders Financial Alliance
North Carolina
$383K 4,237 -26 -0.6%
ESB
63
Essex Savings Bank
Connecticut
$381K 4,214 +4,214 New
BCM
64
Brookstone Capital Management
Illinois
$345K 3,784 -701 -16%
CW
65
CreativeOne Wealth
Kansas
$332K 3,663 -6,968 -66%
FCM
66
Fourpath Capital Management
Oklahoma
$331K 3,662 -12,205 -77%
HI
67
Harbour Investments
Wisconsin
$324K 3,583 +139 +4%
ASN
68
Advisory Services Network
Georgia
$318K 3,509 -6,458 -65%
FGAM
69
Financial Gravity Asset Management
Texas
$291K 90 -533 -86%
CA
70
Cetera Advisors
Colorado
$261K 2,883 +2,883 New
HF
71
HRT Financial
New York
$255K 2,820 +2,820 New
HWM
72
Howard Wealth Management
Connecticut
$249K 2,750 -1,140 -29%
AWM
73
Axxcess Wealth Management
California
$247K 2,725 -5,593 -67%
DC
74
Davenport & Co
Virginia
$243K 2,682 -5,948 -69%
RCM
75
Raleigh Capital Management
North Carolina
$233K 2,577 -6,403 -71%
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3
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