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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

92 hedge funds and large institutions have $281M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

12% more funds holding

Funds holding: 82 → 92 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $289M → $281M (-$7.84M)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

9.07% less ownership

Funds ownership: 72.23% → 63.16% (-9.1%)

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
29
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
Milestone Asset Management
Pennsylvania
+$2.9M
2
LPL Financial
LPL Financial
California
+$1.18M
3
FIA
Foundations Investment Advisors
Arizona
+$1.17M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.01M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$12.8M
2
FIM
Freedom Investment Management
Connecticut
-$1.91M
3
Morgan Stanley
Morgan Stanley
New York
-$1.57M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.39M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$22.5K -$5.22K -56 -19%
Comerica Bank
77
Comerica Bank
Texas
$20.1K -$28.7K -308 -59%
PSFG
78
Park Square Financial Group
Georgia
$18.2K +$18.3K +196 New
CFD
79
Creative Financial Designs
Indiana
$14.5K +$280 +3 +2%
AG
80
AmeriFlex Group
Nevada
$9.36K +$9.32K +100 New
BTI
81
Blue Trust Inc
Georgia
$8.07K – – –
BlackRock
82
BlackRock
New York
$7.61K -$745 -8 -9%
FFA
83
Farther Finance Advisors
California
$7.23K – – –
GFPC
84
Global Financial Private Client
Florida
$4.64K – – –
SAM
85
Synergy Asset Management
Washington
$2.98K +$2.98K +32 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$2.41K -$2.42K -26 -50%
WWP
87
WR Wealth Planners
Missouri
$2.41K – – –
RFS
88
Richardson Financial Services
Massachusetts
$1.49K +$1.12K +12 +300%
Wells Fargo
89
Wells Fargo
California
$520 -$177K -1,898 -100%
AF
90
Allworth Financial
California
$468 +$466 +5 New
GSWM
91
Golden State Wealth Management
California
$450 +$373 +4 New
HNB
92
Huntington National Bank
Ohio
$93 – – –
T
93
Transce3nd
Texas
$93 +$93 +1 New
RWA
94
Redhawk Wealth Advisors
Minnesota
– -$12.8M -137,555 Closed
FIM
95
Freedom Investment Management
Connecticut
– -$1.91M -20,526 Closed
CPA
96
Clear Point Advisors
New York
– -$66.3K -712 Closed
ACA
97
Aptus Capital Advisors
Alabama
– -$3.16K -34 Closed
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
– -$1K -9 Closed
CA
99
Continuum Advisory
Idaho
– -$466 -5 Closed
1 2 3
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LQDH Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2024, worth a combined $281M — down 2.7% from $289M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LQDH positions and 6 closed out — a net gain of 12 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was Milestone Asset Management, opening a new position worth an estimated $2.9M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $12.8M sold.

  • 92 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $281M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2024, down 2.7% quarter-over-quarter.
  • 18 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2024 and 6 closed out, a net change of +12 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2024 was Milestone Asset Management, an estimated $2.9M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2024 was Redhawk Wealth Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2024.