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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

102 hedge funds and large institutions have $307M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.65% more ownership

Funds ownership: 54.86% → 61.51% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less funds holding

Funds holding: 113 → 102 (-11)

19% less capital invested

Capital invested by funds: $379M → $307M (-$72.3M)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

45% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 49

Holders
102
Holders Change
-11
Holders Change %
-9.73%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
27
Reduced
49
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.56M
3
TPWM
Twelve Points Wealth Management
Massachusetts
+$5.37M
4
FFA
Founders Financial Alliance
North Carolina
+$4.45M
5
DWM
Destination Wealth Management
California
+$3.46M

Top Sellers

1
LWL
Leo Wealth LLC
Texas
-$23.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.8M
3
MML Investors Services
MML Investors Services
Massachusetts
-$9.78M
4
UBS Group
UBS Group
Switzerland
-$8.03M
5
OIA
OneDigital Investment Advisors
Kansas
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$408K -$2.79M -30,021 -87%
TSS
52
Two Sigma Securities
New York
$394K +$397K +4,268 New
BFG
53
Beacon Financial Group
Texas
$368K -$4.33M -46,538 -92%
MWM
54
Maridea Wealth Management
New York
$352K -$37.2K -400 -10%
EGA
55
Eagle Global Advisors
Texas
$326K – – –
GP
56
Guardian Partners
Canada
$322K -$22.9K -246 -7%
PWM
57
Perigon Wealth Management
California
$322K -$640K -6,882 -66%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$305K -$649K -6,981 -68%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$303K -$57.6K -620 -16%
SPC
60
Sigma Planning Corp
Michigan
$292K -$3.07K -33 -1%
PAG
61
Private Advisor Group
New Jersey
$255K +$31.2K +336 +14%
CCC
62
Compass Capital Corp
Massachusetts
$252K +$2.79K +30 +1%
Creative Planning
63
Creative Planning
Kansas
$249K +$251K +2,697 New
HI
64
Harbour Investments
Wisconsin
$248K +$21.2K +228 +9%
KWM
65
Keebeck Wealth Management
Illinois
$248K -$310K -3,331 -55%
GVAG
66
Great Valley Advisor Group
Delaware
$248K +$2.14K +23 +0.9%
TWCA
67
Two West Capital Advisors
Kansas
$240K -$231K -2,486 -49%
CPC
68
Cadia Private Client
New Jersey
$223K +$224K +2,412 New
FA
69
FSA Advisors
Michigan
$219K -$15.7K -169 -7%
LA
70
Lifeworks Advisors
Michigan
$217K +$218K +2,346 New
DWM
71
Diversify Wealth Management
Utah
$216K +$217K +2,330 New
JSW
72
Journey Strategic Wealth
New Jersey
$211K – – –
HighTower Advisors
73
HighTower Advisors
Illinois
$211K +$212K +2,283 New
JP Morgan Chase
74
JP Morgan Chase
New York
$205K -$1.68M -18,115 -89%
Stifel Financial
75
Stifel Financial
Missouri
$203K -$1.22M -13,176 -86%
1 2
3
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LQDH Hedge Fund Activity: Q1 2026 in Review

102 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2026, worth a combined $307M — down 19% from $379M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of LQDH and 13 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Leo Wealth LLC, cutting an estimated $23.5M.

  • 102 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2026, down from 113 in Q4 2025.
  • Funds reported $307M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2026, down 19% quarter-over-quarter.
  • 13 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2026 and 21 closed out, a net change of -8 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2026 was Morgan Stanley, an estimated $11.4M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2026 was Leo Wealth LLC, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2026.