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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

85 hedge funds and large institutions have $276M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-23
Holders Change %
-21.3%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
21
Reduced
39
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$18.5M
2
GFA
2
Gallagher Fiduciary Advisors
Illinois
$7.21M
3
FFN
3
Focus Financial Network
Minnesota
$5.05M
4
Jane Street
4
Jane Street
New York
$11.5M
5
DWM
5
Destination Wealth Management
California
$66.3M

Top Sellers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M
2
Wells Fargo
2
Wells Fargo
California
$80.2K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$362K
4
AIM
4
Astor Investment Management
Illinois
$0
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
76
Tucker Asset Management
Colorado
$7.7K – – –
RWPA
77
Richard W. Paul & Associates
Michigan
$7.33K -$1.78M -19,444 -100%
FFA
78
Farther Finance Advisors
California
$7.24K +$916 +10 +14%
HNB
79
Huntington National Bank
Ohio
$7.15K -$7.06K – –
IA
80
IFP Advisors
Florida
$6.83K -$63.8K -663 -90%
BlackRock
81
BlackRock
New York
$2.75K -$1.22M -13,300 -100%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$1.53K -$182 -1,987 -11%
FGAM
83
Financial Gravity Asset Management
Texas
$1.32K +$29 +2 +2%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.19K +$1.19K +13 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$183 +$92 +1 +100%
AIM
87
Astor Investment Management
Illinois
– -$13.4M -148,542 Closed
AWM
88
AE Wealth Management
Kansas
– -$9.73M -107,530 Closed
CWA
89
Centennial Wealth Advisory
Michigan
– -$4.16M -45,946 Closed
GM
90
GeoWealth Management
Illinois
– -$1.89M -20,863 Closed
DFC
91
DBK Financial Counsel
Ohio
– -$1.71M -18,925 Closed
KAS
92
Kestra Advisory Services
Texas
– -$1.34M -14,836 Closed
WEG
93
World Equity Group
Illinois
– -$1.31M -14,478 Closed
OWA
94
Outlook Wealth Advisors
Texas
– -$1.29M -14,256 Closed
Bank of New York Mellon
95
Bank of New York Mellon
New York
– -$1.04M -11,458 Closed
FAM
96
Forte Asset Management
New York
– -$1.03M -11,350 Closed
RJA
97
Raymond James & Associates
Florida
– -$915K -10,108 Closed
ECA
98
Elevated Capital Advisors
Utah
– -$828K -9,152 Closed
RJFSA
99
Raymond James Financial Services Advisors
Florida
– -$498K -5,498 Closed
ESB
100
Essex Savings Bank
Connecticut
– -$381K -4,214 Closed
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