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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

99 hedge funds and large institutions have $383M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

36% more capital invested

Capital invested by funds: $281M → $383M (+$102M)

7.9% more ownership

Funds ownership: 63.16% → 71.05% (+7.9%)

8% more funds holding

Funds holding: 92 → 99 (+7)

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
22
Increased
46
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAM
Milestone Asset Management
Pennsylvania
+$35.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.5M
3
MML Investors Services
MML Investors Services
Massachusetts
+$9.04M
4
Bank of America
Bank of America
North Carolina
+$5.08M
5
AssetMark Inc
AssetMark Inc
California
+$4.47M

Top Sellers

Rank Fund Capital Flow
1
LWL
Leo Wealth LLC
Texas
-$11.9M
2
Jane Street
Jane Street
New York
-$2.07M
3
BFG
Beacon Financial Group
Texas
-$1.21M
4
AWA
Aquire Wealth Advisors
Utah
-$446K
5
Osaic Holdings
Osaic Holdings
Arizona
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
76
First Horizon Advisors
Tennessee
$80.5K +$32.5K +349 +67%
MWM
77
Mascoma Wealth Management
New Hampshire
$80.3K – – –
SS
78
Sunbelt Securities
Texas
$69.7K – – –
SRCM
79
Signature Resources Capital Management
California
$47.1K – – –
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$45.1K – – –
CCM
81
Coldstream Capital Management
Washington
$43K +$43.4K +466 New
BlackRock
82
BlackRock
New York
$28.7K +$21.3K +229 +279%
CIA
83
Cape Investment Advisory
Georgia
$27K +$279 +3 +1%
CA
84
CoreCap Advisors
Michigan
$25.8K – – –
Comerica Bank
85
Comerica Bank
Texas
$16.3K -$3.72K -40 -18%
CFD
86
Creative Financial Designs
Indiana
$14.6K +$186 +2 +1%
PTC
87
Private Trust Company
Ohio
$12K -$16.8K -180 -58%
PSFG
88
Park Square Financial Group
Georgia
$10.9K -$7.26K -78 -40%
AG
89
AmeriFlex Group
Nevada
$9.23K – – –
BTI
90
Blue Trust Inc
Georgia
$8.03K – – –
FFA
91
Farther Finance Advisors
California
$7.2K – – –
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$5.84K +$6.14K +66 New
GFPC
93
Global Financial Private Client
Florida
$4.61K – – –
SWM
94
Spire Wealth Management
Virginia
$2.89K +$2.89K +31 New
RFS
95
Richardson Financial Services
Massachusetts
$1.57K +$93 +1 +6%
AWM
96
AE Wealth Management
Kansas
$461 +$465 +5 New
HNB
97
Huntington National Bank
Ohio
$92 – – –
T
98
Transce3nd
Texas
$92 – – –
Wells Fargo
99
Wells Fargo
California
$55 -$465 -5 -83%
Jane Street
100
Jane Street
New York
– -$2.07M -22,327 Closed
1 2 3
4
5

LQDH Hedge Fund Activity: Q1 2025 in Review

99 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2025, worth a combined $383M — up 36% from $281M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LQDH positions and 12 closed out — a net gain of 10 holders — while 46 added to existing stakes and 17 trimmed.

The largest buyer was Milestone Asset Management, adding an estimated $35.5M. The largest seller was Leo Wealth LLC, cutting an estimated $11.9M.

  • 99 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2025, up from 92 in Q4 2024.
  • Funds reported $383M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2025, up 36% quarter-over-quarter.
  • 22 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2025 and 12 closed out, a net change of +10 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2025 was Milestone Asset Management, an estimated $35.5M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2025 was Leo Wealth LLC, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2025.