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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

108 hedge funds and large institutions have $400M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 62 reducing their positions, and 25 closing their positions.

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
20
Increased
13
Reduced
62
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$3.15M
2
Jane Street
2
Jane Street
New York
$7.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$5.68M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.34M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$23.8M
2
AIM
2
Astor Investment Management
Illinois
$13.4M
3
SI
3
SimpliFi Inc
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.6M
5
CA
5
Capital Advantage
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$231K 2,551 +2,551 New
MWM
77
Mascoma Wealth Management
New Hampshire
$224K 2,478 -243 -9%
SG
78
StoneX Group
New York
$219K 2,417 -61 -2%
LA
79
Latitude Advisors
Florida
$216K 2,387 -81 -3%
BCV
80
Banque Cantonale Vaudoise
Switzerland
$204K 2,257 -34 -1%
PA
81
Parallel Advisors
California
$149K 1,644 -798 -33%
MCC
82
Money Concepts Capital
Florida
$126K 1,394 -68 -5%
NA
83
NewEdge Advisors
Louisiana
$120K 1,793 +1,793 New
CT
84
Colonial Trust
South Carolina
$90.5K 1,000 +1,000 New
CSPIA
85
Cary Street Partners Investment Advisory
Virginia
$85.2K 941 +941 New
IA
86
IFP Advisors
Florida
$78K 734 +18 +3%
GRP
87
Global Retirement Partners
California
$47.1K 521 – –
WWP
88
WR Wealth Planners
Missouri
$38.9K 430 – –
CFGS
89
Concourse Financial Group Securities
Alabama
$35.7K 395 -43 -10%
PTC
90
Private Trust Company
Ohio
$32K 350 – –
APC
91
Aspire Private Capital
North Carolina
$20.3K 224 -458 -67%
SPIA
92
Steward Partners Investment Advisory
New York
$16.4K 181 – –
RG
93
Retirement Group
California
$14K 159 -3 -2%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$13.3K 147 – –
FA
95
Fiduciary Alliance
South Carolina
$12K 132 +132 New
GFPC
96
Global Financial Private Client
Florida
$10.7K 118 – –
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$9.95K 110 +110 New
IRC
98
Investors Research Corp
Georgia
$8.33K 92 – –
BTI
99
Blue Trust Inc
Georgia
$8K 87 -1,385 -94%
TAM
100
Tucker Asset Management
Colorado
$7.64K 84 – –
2 3
4
5 6