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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

101 hedge funds and large institutions have $357M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
50
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.5M
2
LWL
Leo Wealth LLC
Texas
$22.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.07M
4
OIA
OneDigital Investment Advisors
Kansas
$4.32M
5
IWC
Integrated Wealth Concepts
Massachusetts
$4.02M

Top Sellers

1
MAM
Milestone Asset Management
Pennsylvania
$674K
2
ABWM
Alpine Bank Wealth Management
Colorado
$1.67M
3
AssetMark Inc
AssetMark Inc
California
$7.3M
4
Citadel Advisors
Citadel Advisors
Florida
$218K
5
Bank of America
Bank of America
North Carolina
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
76
Centaurus Financial
California
$219K +$1.57K +17 +0.7%
Citadel Advisors
77
Citadel Advisors
Florida
$218K -$5.31M -57,498 -96%
DAS
78
Diversify Advisory Services
Utah
$203K +$203K +2,187 New
FHA
79
First Horizon Advisors
Tennessee
$158K +$77.6K +839 +96%
GWM
80
Geneos Wealth Management
Colorado
$135K +$135K +1,466 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$126K +$35.3K +382 +39%
ACM
82
Anfield Capital Management
California
$120K +$4.44K +48 +4%
MWM
83
Mascoma Wealth Management
New Hampshire
$80.4K – – –
SS
84
Sunbelt Securities
Texas
$70K – – –
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$50.1K +$5.17K +56 +12%
SRCM
86
Signature Resources Capital Management
California
$47.1K – – –
Wells Fargo
87
Wells Fargo
California
$38K +$37.9K +410 +41,000%
Comerica Bank
88
Comerica Bank
Texas
$28.3K +$11.9K +129 +73%
PS
89
Principal Securities
Iowa
$28.2K +$28.2K +305 New
CIA
90
Cape Investment Advisory
Georgia
$27.5K +$370 +4 +1%
PTC
91
Private Trust Company
Ohio
$20.1K +$8.13K +88 +68%
T
92
Transce3nd
Texas
$18.8K +$18.7K +202 +20,200%
CFD
93
Creative Financial Designs
Indiana
$14.8K +$276 +3 +2%
PSFG
94
Park Square Financial Group
Georgia
$10.9K – – –
AG
95
AmeriFlex Group
Nevada
$9.2K – – –
BTI
96
Blue Trust Inc
Georgia
$8.04K – – –
FFA
97
Farther Finance Advisors
California
$7.21K – – –
RF
98
Rossby Financial
Florida
$5.73K +$5.73K +62 New
ACA
99
Aptus Capital Advisors
Alabama
$3.14K +$3.14K +34 New
SWM
100
Spire Wealth Management
Virginia
$2.94K +$92 +1 +3%
1 2 3
4
5