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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

81 hedge funds and large institutions have $288M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
35
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$16.9M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$12.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.13M
4
UBS Group
4
UBS Group
Switzerland
$5.41M
5
DWM
5
Destination Wealth Management
California
$72.5M

Top Sellers

1
KWM
1
KFG Wealth Management
Indiana
$0
2
CIAS
2
Capital Investment Advisory Services
North Carolina
$9.4M
3
Bank of America
3
Bank of America
North Carolina
$28.3M
4
AAS
4
Ameritas Advisory Services
Nebraska
$1.52M
5
BFG
5
Beacon Financial Group
Texas
$9.11M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$285K 3,058 – –
FFA
52
Founders Financial Alliance
North Carolina
$269K 2,891 -47 -2%
PAS
53
Park Avenue Securities
New York
$254K 2,732 +2,732 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$226K 2,428 +2,108 +659%
Wells Fargo
55
Wells Fargo
California
$177K 1,904 – –
CF
56
Centaurus Financial
California
$151K 1,620 +390 +32%
ACM
57
Anfield Capital Management
California
$83.5K 897 +229 +34%
MWM
58
Mascoma Wealth Management
New Hampshire
$81K 870 – –
SS
59
Sunbelt Securities
Texas
$70.3K 755 – –
CPA
60
Clear Point Advisors
New York
$66.3K 712 +3 +0.4%
Comerica Bank
61
Comerica Bank
Texas
$48.9K 525 +525 New
SRCM
62
Signature Resources Capital Management
California
$47.5K 510 – –
FHA
63
First Horizon Advisors
Tennessee
$44.7K 480 +480 New
GJIA
64
Glass Jacobson Investment Advisors
Maryland
$38K 408 +7 +2%
CFGS
65
Concourse Financial Group Securities
Alabama
$34.9K 375 – –
GRP
66
Global Retirement Partners
California
$32.2K 346 +276 +394%
PTC
67
Private Trust Company
Ohio
$28.8K 310 -40 -11%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$27.7K 298 +298 New
CIA
69
Cape Investment Advisory
Georgia
$26.3K 283 +5 +2%
CA
70
CoreCap Advisors
Michigan
$26.1K 280 – –
CFD
71
Creative Financial Designs
Indiana
$14.2K 153 +3 +2%
BlackRock
72
BlackRock
New York
$8.38K 90 +84 +1,400%
BTI
73
Blue Trust Inc
Georgia
$8.09K 87 +87 New
FFA
74
Farther Finance Advisors
California
$7.26K 78 – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$4.84K 52 +52 New
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3
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