We are live on ! Find out more
LQDH icon

iShares Interest Rate Hedged Corporate Bond ETF
LQDH

92 hedge funds and large institutions have $281M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

12% more funds holding

Funds holding: 82 → 92 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $289M → $281M (-$7.84M)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

9.07% less ownership

Funds ownership: 72.23% → 63.16% (-9.1%)

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
29
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
Milestone Asset Management
Pennsylvania
+$2.9M
2
LPL Financial
LPL Financial
California
+$1.18M
3
FIA
Foundations Investment Advisors
Arizona
+$1.17M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.01M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$12.8M
2
FIM
Freedom Investment Management
Connecticut
-$1.91M
3
Morgan Stanley
Morgan Stanley
New York
-$1.57M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.39M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$321K -$18.6K -200 -5%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$319K -$1.37M -14,728 -81%
TFM
53
Trademark Financial Management
Minnesota
$301K +$6.34K +68 +2%
AWS
54
Atria Wealth Solutions
New York
$281K +$283K +3,032 New
ML
55
McAdam LLC
Pennsylvania
$276K +$277K +2,972 New
FFA
56
Founders Financial Alliance
North Carolina
$268K -$186 -2 -0.1%
PWM
57
Perigon Wealth Management
California
$262K +$262K +2,817 New
Creative Planning
58
Creative Planning
Kansas
$245K +$247K +2,647 New
SMC
59
Smith, Moore & Co
Missouri
$237K +$238K +2,551 New
JP Morgan Chase
60
JP Morgan Chase
New York
$236K +$10.4K +112 +5%
HI
61
Harbour Investments
Wisconsin
$231K -$52.8K -567 -19%
VCWM
62
Vista Cima Wealth Management
Arizona
$221K +$222K +2,380 New
CF
63
Centaurus Financial
California
$145K -$5.03K -54 -3%
ACM
64
Anfield Capital Management
California
$83.2K – – –
MWM
65
Mascoma Wealth Management
New Hampshire
$80.7K – – –
SS
66
Sunbelt Securities
Texas
$70.1K – – –
FHA
67
First Horizon Advisors
Tennessee
$48.5K +$4.01K +43 +9%
SRCM
68
Signature Resources Capital Management
California
$47.3K – – –
GJIA
69
Glass Jacobson Investment Advisors
Maryland
$45.1K +$7.27K +78 +19%
CFGS
70
Concourse Financial Group Securities
Alabama
$35.8K +$745 +8 +2%
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$32.3K +$32.4K +348 New
GRP
72
Global Retirement Partners
California
$31.6K -$466 -5 -1%
PTC
73
Private Trust Company
Ohio
$28.7K – – –
CIA
74
Cape Investment Advisory
Georgia
$26.9K +$652 +7 +2%
CA
75
CoreCap Advisors
Michigan
$26K – – –
1 2
3
4

LQDH Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2024, worth a combined $281M — down 2.7% from $289M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LQDH positions and 6 closed out — a net gain of 12 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was Milestone Asset Management, opening a new position worth an estimated $2.9M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $12.8M sold.

  • 92 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $281M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2024, down 2.7% quarter-over-quarter.
  • 18 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2024 and 6 closed out, a net change of +12 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2024 was Milestone Asset Management, an estimated $2.9M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2024 was Redhawk Wealth Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2024.