LQDH icon

iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

103 hedge funds and large institutions have $913M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
26
Increased
50
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$343M
2
RBA
Richard Bernstein Advisors
New York
$196M
3
CA
Capital Advantage
California
$25.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.6M
5
ACM
Advisors Capital Management
New Jersey
$11.9M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$19.8M
2
Wells Fargo
Wells Fargo
California
$5.32M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.14M
5
AssetMark Inc
AssetMark Inc
California
$61.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$120K +$49.6K +522 +71%
CFGS
77
Concourse Financial Group Securities
Alabama
$91K +$32.5K +340 +56%
SFA
78
Semmax Financial Advisors
North Carolina
$80K +$47.6K +499 +147%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$63K +$7.21K +75 +13%
RG
80
Retirement Group
California
$56K -$37.2K -385 -40%
IA
81
IFP Advisors
Florida
$39K +$39K +414 New
NFG
82
Next Financial Group
Texas
$34K – – –
William Blair & Company
83
William Blair & Company
Illinois
$29K +$16.3K +168 +129%
IFAM
84
Institutional & Family Asset Management
Colorado
$21K +$13.8K +147 +193%
SPIA
85
Steward Partners Investment Advisory
New York
$17K – – –
AF
86
Advisornet Financial
Minnesota
$15K – – –
WA
87
WestEnd Advisors
North Carolina
$14.5K +$14.5K +152 New
APA
88
American Portfolios Advisors
New York
$14.1K -$92.2K -963 -87%
TCWM
89
Total Clarity Wealth Management
Illinois
$14K +$14K +143 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$13K -$17.2K -187 -57%
GFPC
91
Global Financial Private Client
Florida
$11.3K – – –
BlackRock
92
BlackRock
New York
$9K -$93 -1 -1%
TAM
93
Tucker Asset Management
Colorado
$8.06K – – –
HNB
94
Huntington National Bank
Ohio
$7K -$7K – –
S
95
SignatureFD
Georgia
$6K +$1.57K +17 +35%
MP
96
McDonald Partners
Ohio
$4.69K +$4.69K +49 New
ACM
97
Absolute Capital Management
Pennsylvania
$4.69K +$4.69K +49 New
MAM
98
Meeder Asset Management
Ohio
$3K – – –
BFEC
99
Benjamin F. Edwards & Company
Missouri
$3K – – –
CA
100
CoreCap Advisors
Michigan
$2K +$2K +21 New
1 2 3
4
5