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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

104 hedge funds and large institutions have $360M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

5% more funds holding

Funds holding: 99 → 104 (+5)

2.54% more ownership

Funds ownership: 71.05% → 73.59% (+2.5%)

6% less capital invested

Capital invested by funds: $383M → $360M (-$23.1M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
52
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.6M
2
LWL
Leo Wealth LLC
Texas
+$13.1M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.41M
4
OIA
OneDigital Investment Advisors
Kansas
+$4.27M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$3.98M

Top Sellers

Rank Fund Capital Flow
1
MAM
Milestone Asset Management
Pennsylvania
-$37.1M
2
ABWM
Alpine Bank Wealth Management
Colorado
-$21.3M
3
AssetMark Inc
AssetMark Inc
California
-$13.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.26M
5
Bank of America
Bank of America
North Carolina
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
Inspire Advisors
Idaho
$646K +$101K +1,110 +19%
CBA
52
Coastal Bridge Advisors
Connecticut
$622K -$548 -6 -0.1%
ML
53
McAdam LLC
Pennsylvania
$576K +$76.5K +837 +16%
AAS
54
Avantax Advisory Services
Texas
$564K +$70.5K +771 +14%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$564K -$202K -2,205 -27%
TPWM
56
Twelve Points Wealth Management
Massachusetts
$561K +$555K +6,068 New
IFG
57
Independent Financial Group
California
$536K – – –
ASN
58
Advisory Services Network
Georgia
$493K -$166K -1,817 -26%
FFA
59
Founders Financial Alliance
North Carolina
$485K +$248K +2,713 +107%
TWCA
60
Two West Capital Advisors
Kansas
$425K +$205K +2,238 +96%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$417K +$32.1K +351 +8%
BlackRock
62
BlackRock
New York
$390K +$357K +3,910 +1,257%
BPA
63
Beacon Pointe Advisors
California
$382K +$73.1K +800 +24%
IAS
64
Insigneo Advisory Services
Florida
$366K +$362K +3,956 New
GP
65
Guardian Partners
Canada
$354K +$26.5K +290 +8%
First Trust Advisors
66
First Trust Advisors
Illinois
$332K +$329K +3,594 New
MWM
67
Maridea Wealth Management
New York
$312K +$309K +3,380 New
SPC
68
Sigma Planning Corp
Michigan
$308K +$4.84K +53 +2%
FA
69
FSA Advisors
Michigan
$275K +$35.4K +387 +15%
GM
70
GeoWealth Management
Illinois
$274K +$66.2K +724 +32%
GWMR
71
GC Wealth Management RIA
Massachusetts
$273K +$65.9K +721 +32%
VCWM
72
Vista Cima Wealth Management
Arizona
$260K +$7.31K +80 +3%
GVAG
73
Great Valley Advisor Group
Delaware
$257K -$108K -1,179 -30%
PAG
74
Private Advisor Group
New Jersey
$233K +$230K +2,518 New
EWA
75
EP Wealth Advisors
California
$232K -$96K -1,050 -30%
1 2
3
4 5

LQDH Hedge Fund Activity: Q2 2025 in Review

104 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2025, worth a combined $360M — down 6% from $383M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LQDH positions and 14 closed out — a net gain of 5 holders — while 52 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $16.6M. The largest seller was Milestone Asset Management, cutting an estimated $37.1M.

  • 104 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2025, up from 99 in Q1 2025.
  • Funds reported $360M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2025, down 6% quarter-over-quarter.
  • 19 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2025 and 14 closed out, a net change of +5 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $16.6M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2025 was Milestone Asset Management, an estimated $37.1M sold.

Based on aggregated 13F filings for Q2 2025.