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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

96 hedge funds and large institutions have $382M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
46
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Milestone Asset Management
Pennsylvania
$38.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.8M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$12.5M
4
Bank of America
4
Bank of America
North Carolina
$33.5M
5
AssetMark Inc
5
AssetMark Inc
California
$21.1M

Top Sellers

1
LWL
1
Leo Wealth LLC
Texas
$8.99M
2
Jane Street
2
Jane Street
New York
$0
3
BFG
3
Beacon Financial Group
Texas
$6.7M
4
AWA
4
Aquire Wealth Advisors
Utah
$657K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRCM
76
Signature Resources Capital Management
California
$47.1K – – –
GJIA
77
Glass Jacobson Investment Advisors
Maryland
$45.1K – – –
CCM
78
Coldstream Capital Management
Washington
$43K +$43K +466 New
BlackRock
79
BlackRock
New York
$28.7K +$21.1K +229 +279%
CIA
80
Cape Investment Advisory
Georgia
$27K +$276 +3 +1%
CA
81
CoreCap Advisors
Michigan
$25.8K – – –
Comerica Bank
82
Comerica Bank
Texas
$16.3K -$3.69K -40 -18%
CFD
83
Creative Financial Designs
Indiana
$14.6K +$184 +2 +1%
PTC
84
Private Trust Company
Ohio
$12K -$16.6K -180 -58%
PSFG
85
Park Square Financial Group
Georgia
$10.9K -$7.2K -78 -40%
AG
86
AmeriFlex Group
Nevada
$9.23K – – –
BTI
87
Blue Trust Inc
Georgia
$8.03K – – –
FFA
88
Farther Finance Advisors
California
$7.2K – – –
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$5.84K +$5.84K +66 New
GFPC
90
Global Financial Private Client
Florida
$4.61K – – –
SWM
91
Spire Wealth Management
Virginia
$2.89K +$2.89K +31 New
RFS
92
Richardson Financial Services
Massachusetts
$1.57K +$92 +1 +6%
AWM
93
AE Wealth Management
Kansas
$461 +$461 +5 New
T
94
Transce3nd
Texas
$92 – – –
HNB
95
Huntington National Bank
Ohio
$92 -$93 – –
Wells Fargo
96
Wells Fargo
California
$55 -$275 -5 -83%
Jane Street
97
Jane Street
New York
– -$2.07M -22,327 Closed
AWA
98
Arete Wealth Advisors
Illinois
– -$352K -3,798 Closed
TFM
99
Trademark Financial Management
Minnesota
– -$301K -3,248 Closed
AWS
100
Atria Wealth Solutions
New York
– -$281K -3,032 Closed
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4
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