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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

74 hedge funds and large institutions have $231M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
29
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Scotia Capital
Ontario, Canada
$10.8M
2
AssetMark Inc
2
AssetMark Inc
California
$3.51M
3
DWM
3
Destination Wealth Management
California
$69.8M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$3.78M
5
LPL Financial
5
LPL Financial
California
$17.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$6.9M
3
CIA
3
Covington Investment Advisors
Pennsylvania
$0
4
TC
4
Trilogy Capital
California
$2.18M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
51
Clear Point Advisors
New York
$66.3K +$376 +4 +0.6%
SRCM
52
Signature Resources Capital Management
California
$47.5K – – –
CFGS
53
Concourse Financial Group Securities
Alabama
$35.3K – – –
PTC
54
Private Trust Company
Ohio
$32.9K – – –
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$29.7K +$188 +2 +0.6%
CA
56
CoreCap Advisors
Michigan
$28.3K +$28.3K +300 New
CIA
57
Cape Investment Advisory
Georgia
$25.6K +$563 +6 +2%
GJIA
58
Glass Jacobson Investment Advisors
Maryland
$15K +$15K +159 New
Comerica Bank
59
Comerica Bank
Texas
$11.2K – – –
VWM
60
Venturi Wealth Management
Texas
$11.2K +$11.2K +119 New
RG
61
Retirement Group
California
$10.7K +$282 +3 +3%
FFA
62
Farther Finance Advisors
California
$8.4K -$94 -1 -1%
TAM
63
Tucker Asset Management
Colorado
$7.9K – – –
GRP
64
Global Retirement Partners
California
$6.4K +$6.4K +68 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
GFPC
66
Global Financial Private Client
Florida
$4.7K – – –
ACA
67
Aptus Capital Advisors
Alabama
$3.2K +$3.2K +34 New
WWP
68
WR Wealth Planners
Missouri
$2.45K +$2.45K +26 New
NA
69
NewEdge Advisors
Louisiana
$940 -$7.24K -77 -89%
AF
70
Allworth Financial
California
$565 +$565 +6 New
BlackRock
71
BlackRock
New York
$564 +$564 +6 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$424 -$3.05K -36 -88%
RFS
73
Richardson Financial Services
Massachusetts
$376 +$376 +4 New
HNB
74
Huntington National Bank
Ohio
$94 -$93 – –
Wells Fargo
75
Wells Fargo
California
$56 -$30.4K -542 -100%
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