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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
AF
76
Advisornet Financial
Minnesota
$185K -$86.8K -934 -32%
AssetMark Inc
77
AssetMark Inc
California
$145K -$2.17M -23,294 -94%
BWL
78
Bogart Wealth LLC
Virginia
$139K +$139K +1,500 New
TFA
79
Transamerica Financial Advisors
Florida
$114K -$512K -5,504 -82%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$77.6K -$108K -1,162 -58%
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$60.1K +$558 +6 +0.9%
BlackRock
82
BlackRock
New York
$54.4K -$10.8K -116 -16%
SEP
83
Signature Equity Partners
Ohio
$45.3K +$16.8K +181 +58%
HAP
84
Harbor Asset Planning
Massachusetts
$41.5K – – –
NB
85
NBT Bank
New York
$37.8K +$29.5K +317 +341%
SWM
86
Spire Wealth Management
Virginia
$26.2K – – –
PTC
87
Private Trust Company
Ohio
$25.1K – – –
BSB
88
Bangor Savings Bank
Maine
$17.1K – – –
CA
89
CoreCap Advisors
Michigan
$16.2K – – –
MWM
90
Mascoma Wealth Management
New Hampshire
$16.1K – – –
NSIM
91
North Star Investment Management
Illinois
$15.4K – – –
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$14.5K +$8.83K +95 +153%
ASN
93
Advisory Services Network
Georgia
$12.7K -$478K -5,137 -97%
FFA
94
Farther Finance Advisors
California
$11.3K -$3.35K -36 -23%
UBS AM
95
UBS AM
Illinois
$10.3K +$10.3K +111 New
AG
96
AmeriFlex Group
Nevada
$9.23K – – –
BTI
97
Blue Trust Inc
Georgia
$8.03K – – –
Wells Fargo
98
Wells Fargo
California
$6.7K -$16.8K -181 -72%
TCM
99
Triumph Capital Management
Colorado
$5.26K – – –
VR
100
Vision Retirement
New Jersey
$3.23K – – –
1 2 3
4
5

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.