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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

108 hedge funds and large institutions have $1.11B invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 18 closing their positions.

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.71%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
25
Increased
44
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$76.4M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.3M
3
Bank of America
3
Bank of America
North Carolina
$355M
4
WP
4
WealthShield Partners
North Carolina
$20.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.1M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
WWM
2
WJ Wealth Management
Arizona
$0
3
Jane Street
3
Jane Street
New York
$2.72M
4
Wells Fargo
4
Wells Fargo
California
$1.79M
5
LPL Financial
5
LPL Financial
California
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$344K 3,678 -19,998 -84%
TPWA
77
TRUE Private Wealth Advisors
Oregon
$341K 3,701 -2,548 -41%
Creative Planning
78
Creative Planning
Kansas
$305K 3,258 -1,564 -32%
W
79
WealthOne
New York
$297K 3,180 -487 -13%
MWM
80
Mascoma Wealth Management
New Hampshire
$296K 3,160 -500 -14%
WWM
81
Wolff Wiese Magana
California
$288K 3,084 +45 +1%
PAG
82
Private Advisor Group
New Jersey
$273K 2,914 +2,914 New
SW
83
SteelPeak Wealth
California
$233K 2,490 +2,490 New
Citadel Advisors
84
Citadel Advisors
Florida
$231K 2,475 -28,216 -92%
SG
85
StoneX Group
New York
$227K 2,428 -350 -13%
BRWM
86
B. Riley Wealth Management
Tennessee
$220K 2,356 -414 -15%
SW
87
SVB Wealth
Massachusetts
$214K 2,292 +2,292 New
SWP
88
Stratos Wealth Partners
Ohio
$208K 2,225 +2,225 New
SFA
89
Semmax Financial Advisors
North Carolina
$131K 1,401 +563 +67%
GWM
90
Geneos Wealth Management
Colorado
$116K 1,242 -20 -2%
IA
91
IFP Advisors
Florida
$91K 947 +533 +129%
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$60K 639 -16 -2%
GRP
93
Global Retirement Partners
California
$50K 553 +553 New
WWP
94
WR Wealth Planners
Missouri
$38.8K 415 +415 New
UB
95
UMB Bank
Missouri
$34K 365 +365 New
CFGS
96
Concourse Financial Group Securities
Alabama
$31K 331 -621 -65%
RG
97
Retirement Group
California
$30K 321 -259 -45%
William Blair & Company
98
William Blair & Company
Illinois
$28K 298 – –
IFAM
99
Institutional & Family Asset Management
Colorado
$21K 223 – –
SPIA
100
Steward Partners Investment Advisory
New York
$17K 181 – –
2 3
4
5 6