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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

102 hedge funds and large institutions have $360M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 27

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% less capital invested

Capital invested by funds: $360M → $360M (-$828K)

2% less funds holding

Funds holding: 104 → 102 (-2)

3.05% less ownership

Funds ownership: 73.59% → 70.54% (-3.1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
50
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$5.61M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.48M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.34M
4
DWM
Destination Wealth Management
California
+$3.16M
5
Betterment LLC
Betterment LLC
New York
+$1.78M

Top Sellers

1
LWL
Leo Wealth LLC
Texas
-$11.9M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$4.02M
3
AssetMark Inc
AssetMark Inc
California
-$3.95M
4
Bank of America
Bank of America
North Carolina
-$3.53M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
51
Trilogy Capital
California
$769K -$154K -1,656 -17%
MFG
52
MTM Financial Group
Pennsylvania
$688K -$1.28M -13,770 -65%
CBA
53
Coastal Bridge Advisors
Connecticut
$633K +$3.81K +41 +0.6%
TFA
54
Transamerica Financial Advisors
Florida
$581K +$577K +6,214 New
IFG
55
Independent Financial Group
California
$579K +$36.1K +389 +7%
ML
56
McAdam LLC
Pennsylvania
$508K -$74.1K -798 -13%
BlackRock
57
BlackRock
New York
$491K +$95.3K +1,026 +24%
FFA
58
Founders Financial Alliance
North Carolina
$485K -$5.94K -64 -1%
ASN
59
Advisory Services Network
Georgia
$484K -$11.7K -126 -2%
TWCA
60
Two West Capital Advisors
Kansas
$437K +$9.29K +100 +2%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$428K +$6.04K +65 +1%
MWM
62
Maridea Wealth Management
New York
$395K +$78.9K +850 +25%
KWM
63
Keebeck Wealth Management
Illinois
$363K +$361K +3,884 New
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$362K -$207K -2,228 -37%
GP
65
Guardian Partners
Canada
$359K – – –
SPC
66
Sigma Planning Corp
Michigan
$336K +$23.9K +257 +8%
GM
67
GeoWealth Management
Illinois
$285K +$7.71K +83 +3%
GWMR
68
GC Wealth Management RIA
Massachusetts
$285K +$7.71K +83 +3%
VCWM
69
Vista Cima Wealth Management
Arizona
$272K +$8.45K +91 +3%
GVAG
70
Great Valley Advisor Group
Delaware
$264K +$3.71K +40 +1%
IAS
71
Insigneo Advisory Services
Florida
$251K -$118K -1,272 -32%
DAS
72
Diversify Advisory Services
Utah
$237K +$32.7K +352 +16%
PAG
73
Private Advisor Group
New Jersey
$236K – – –
HI
74
Harbour Investments
Wisconsin
$230K – – –
OC
75
Oppenheimer & Co
New York
$215K +$213K +2,295 New
1 2
3
4 5

LQDH Hedge Fund Activity: Q3 2025 in Review

102 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q3 2025, worth a combined $360M — down 0.23% from $360M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LQDH positions and 14 closed out — a net gain of 1 holder — while 50 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.61M. The largest seller was Leo Wealth LLC, cutting an estimated $11.9M.

  • 102 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q3 2025, down from 104 in Q2 2025.
  • Funds reported $360M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q3 2025, down 0.23% quarter-over-quarter.
  • 15 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q3 2025 and 14 closed out, a net change of +1 holder.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $5.61M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q3 2025 was Leo Wealth LLC, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2025.