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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

91 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.

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% 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
1
Milestone Asset Management
Pennsylvania
$2.88M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.6M
3
LPL Financial
3
LPL Financial
California
$23M
4
FIA
4
Foundations Investment Advisors
Arizona
$5.66M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.6M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$6.43M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$641K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$319K
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$20.1K 217 -308 -59%
PSFG
77
Park Square Financial Group
Georgia
$18.2K 196 +196 New
CFD
78
Creative Financial Designs
Indiana
$14.5K 156 +3 +2%
AG
79
AmeriFlex Group
Nevada
$9.36K 100 +100 New
BTI
80
Blue Trust Inc
Georgia
$8.07K 87 – –
BlackRock
81
BlackRock
New York
$7.61K 82 -8 -9%
FFA
82
Farther Finance Advisors
California
$7.23K 78 – –
GFPC
83
Global Financial Private Client
Florida
$4.64K 50 – –
SAM
84
Synergy Asset Management
Washington
$2.98K 32 +32 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$2.41K 26 -26 -50%
WWP
86
WR Wealth Planners
Missouri
$2.41K 26 – –
RFS
87
Richardson Financial Services
Massachusetts
$1.49K 16 +12 +300%
Wells Fargo
88
Wells Fargo
California
$520 6 -1,898 -100%
AF
89
Allworth Financial
California
$468 5 +5 New
GSWM
90
Golden State Wealth Management
California
$450 4 +4 New
HNB
91
Huntington National Bank
Ohio
– – – –
T
92
Transce3nd
Texas
$93 1 +1 New
RWA
93
Redhawk Wealth Advisors
Minnesota
– – -137,555 Closed
FIM
94
Freedom Investment Management
Connecticut
– – -20,526 Closed
CPA
95
Clear Point Advisors
New York
– – -712 Closed
ACA
96
Aptus Capital Advisors
Alabama
– – -34 Closed
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
– – -9 Closed
CA
98
Continuum Advisory
Idaho
– – -5 Closed
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