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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

74 hedge funds and large institutions have $252M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
28
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
1
Capital Investment Advisory Services
North Carolina
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.64M
3
FIA
3
Foundations Investment Advisors
Arizona
$3.93M
4
AAS
4
Ameritas Advisory Services
Nebraska
$3.15M
5
LPL Financial
5
LPL Financial
California
$20.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.74M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3M
4
BFG
4
Beacon Financial Group
Texas
$10.7M
5
OWA
5
Outlook Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$177K 1,904 +1,903 +190,300%
CF
52
Centaurus Financial
California
$114K 1,230 +1,230 New
MWM
53
Mascoma Wealth Management
New Hampshire
$80.8K 870 – –
SS
54
Sunbelt Securities
Texas
$70.2K 755 – –
CPA
55
Clear Point Advisors
New York
$65.9K 709 +4 +0.6%
ACM
56
Anfield Capital Management
California
$62.1K 668 +668 New
SRCM
57
Signature Resources Capital Management
California
$47.4K 510 – –
GJIA
58
Glass Jacobson Investment Advisors
Maryland
$37.2K 401 +242 +152%
CFGS
59
Concourse Financial Group Securities
Alabama
$34.8K 375 – –
PTC
60
Private Trust Company
Ohio
$32.5K 350 – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$29.7K 320 +4 +1%
CA
62
CoreCap Advisors
Michigan
$26K 280 -20 -7%
CIA
63
Cape Investment Advisory
Georgia
$25.8K 278 +5 +2%
CFD
64
Creative Financial Designs
Indiana
$13.9K 150 +150 New
TAM
65
Tucker Asset Management
Colorado
$7.81K 84 – –
FFA
66
Farther Finance Advisors
California
$7.28K 78 -11 -12%
GRP
67
Global Retirement Partners
California
$6.51K 70 +2 +3%
GFPC
68
Global Financial Private Client
Florida
$4.65K 50 – –
WWP
69
WR Wealth Planners
Missouri
$2.42K 26 – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1K 9 -40 -82%
NA
71
NewEdge Advisors
Louisiana
$929 10 – –
BlackRock
72
BlackRock
New York
$558 6 – –
PS
73
Principal Securities
Iowa
$465 5 +5 New
RFS
74
Richardson Financial Services
Massachusetts
$372 4 – –
HNB
75
Huntington National Bank
Ohio
– – – –
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3
4