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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

96 hedge funds and large institutions have $382M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
46
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
Milestone Asset Management
Pennsylvania
$38.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.8M
3
MML Investors Services
MML Investors Services
Massachusetts
$12.5M
4
Bank of America
Bank of America
North Carolina
$33.5M
5
AssetMark Inc
AssetMark Inc
California
$21.1M

Top Sellers

1
LWL
Leo Wealth LLC
Texas
$8.99M
2
Jane Street
Jane Street
New York
$0
3
BFG
Beacon Financial Group
Texas
$6.7M
4
AWA
Aquire Wealth Advisors
Utah
$657K
5
Osaic Holdings
Osaic Holdings
Arizona
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
51
McAdam LLC
Pennsylvania
$498K +$224K +2,423 +82%
AAS
52
Avantax Advisory Services
Texas
$492K +$18K +195 +4%
PWM
53
Perigon Wealth Management
California
$467K +$207K +2,244 +80%
CW
54
CreativeOne Wealth
Kansas
$412K +$412K +4,460 New
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$384K +$369 +4 +0.1%
GVAG
56
Great Valley Advisor Group
Delaware
$365K +$461 +5 +0.1%
RIA
57
Regal Investment Advisors
Michigan
$356K +$356K +3,858 New
EWA
58
EP Wealth Advisors
California
$328K – – –
GP
59
Guardian Partners
Canada
$321K -$6.8K -75 -2%
BPA
60
Beacon Pointe Advisors
California
$307K +$307K +3,330 New
SPC
61
Sigma Planning Corp
Michigan
$303K -$16.8K -182 -5%
AAS
62
Ameritas Advisory Services
Nebraska
$278K -$206K -2,230 -43%
VCWM
63
Vista Cima Wealth Management
Arizona
$252K +$32.7K +354 +15%
FA
64
FSA Advisors
Michigan
$239K +$239K +2,586 New
FFA
65
Founders Financial Alliance
North Carolina
$234K -$32.8K -355 -12%
HI
66
Harbour Investments
Wisconsin
$230K – – –
CF
67
Centaurus Financial
California
$217K +$72.5K +785 +50%
TWCA
68
Two West Capital Advisors
Kansas
$209K +$209K +2,325 New
GWMR
69
GC Wealth Management RIA
Massachusetts
$207K +$207K +2,238 New
GM
70
GeoWealth Management
Illinois
$207K +$207K +2,238 New
ACM
71
Anfield Capital Management
California
$116K +$33.1K +359 +40%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$90.6K +$68.3K +740 +306%
FHA
73
First Horizon Advisors
Tennessee
$80.5K +$32.2K +349 +67%
MWM
74
Mascoma Wealth Management
New Hampshire
$80.3K – – –
SS
75
Sunbelt Securities
Texas
$69.7K – – –
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3
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