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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

99 hedge funds and large institutions have $383M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

36% more capital invested

Capital invested by funds: $281M → $383M (+$102M)

7.9% more ownership

Funds ownership: 63.16% → 71.05% (+7.9%)

8% more funds holding

Funds holding: 92 → 99 (+7)

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
22
Increased
46
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAM
Milestone Asset Management
Pennsylvania
+$35.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.5M
3
MML Investors Services
MML Investors Services
Massachusetts
+$9.04M
4
Bank of America
Bank of America
North Carolina
+$5.08M
5
AssetMark Inc
AssetMark Inc
California
+$4.47M

Top Sellers

Rank Fund Capital Flow
1
LWL
Leo Wealth LLC
Texas
-$11.9M
2
Jane Street
Jane Street
New York
-$2.07M
3
BFG
Beacon Financial Group
Texas
-$1.21M
4
AWA
Aquire Wealth Advisors
Utah
-$446K
5
Osaic Holdings
Osaic Holdings
Arizona
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
Inspire Advisors
Idaho
$542K +$547K +5,879 New
IFG
52
Independent Financial Group
California
$536K – – –
ML
53
McAdam LLC
Pennsylvania
$498K +$226K +2,423 +82%
AAS
54
Avantax Advisory Services
Texas
$492K +$18.2K +195 +4%
PWM
55
Perigon Wealth Management
California
$467K +$209K +2,244 +80%
CW
56
CreativeOne Wealth
Kansas
$412K +$415K +4,460 New
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$384K +$372 +4 +0.1%
GVAG
58
Great Valley Advisor Group
Delaware
$365K +$465 +5 +0.1%
RIA
59
Regal Investment Advisors
Michigan
$356K +$359K +3,858 New
MFG
60
MTM Financial Group
Pennsylvania
$332K +$335K +3,602 New
EWA
61
EP Wealth Advisors
California
$328K – – –
GP
62
Guardian Partners
Canada
$321K -$6.98K -75 -2%
BPA
63
Beacon Pointe Advisors
California
$307K +$310K +3,330 New
SPC
64
Sigma Planning Corp
Michigan
$303K -$16.9K -182 -5%
AAS
65
Ameritas Advisory Services
Nebraska
$278K -$208K -2,230 -43%
VCWM
66
Vista Cima Wealth Management
Arizona
$252K +$33K +354 +15%
FA
67
FSA Advisors
Michigan
$239K +$241K +2,586 New
FFA
68
Founders Financial Alliance
North Carolina
$234K -$33K -355 -12%
HI
69
Harbour Investments
Wisconsin
$230K – – –
CF
70
Centaurus Financial
California
$217K +$73.1K +785 +50%
TWCA
71
Two West Capital Advisors
Kansas
$209K +$216K +2,325 New
GWMR
72
GC Wealth Management RIA
Massachusetts
$207K +$208K +2,238 New
GM
73
GeoWealth Management
Illinois
$207K +$208K +2,238 New
ACM
74
Anfield Capital Management
California
$116K +$33.4K +359 +40%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$90.6K +$68.9K +740 +306%
1 2
3
4 5

LQDH Hedge Fund Activity: Q1 2025 in Review

99 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2025, worth a combined $383M — up 36% from $281M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LQDH positions and 12 closed out — a net gain of 10 holders — while 46 added to existing stakes and 17 trimmed.

The largest buyer was Milestone Asset Management, adding an estimated $35.5M. The largest seller was Leo Wealth LLC, cutting an estimated $11.9M.

  • 99 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2025, up from 92 in Q4 2024.
  • Funds reported $383M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2025, up 36% quarter-over-quarter.
  • 22 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2025 and 12 closed out, a net change of +10 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2025 was Milestone Asset Management, an estimated $35.5M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2025 was Leo Wealth LLC, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2025.