We are live on ! Find out more
LQDH icon

iShares Interest Rate Hedged Corporate Bond ETF

102 hedge funds and large institutions have $360M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 27

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% less capital invested

Capital invested by funds: $360M → $360M (-$828K)

2% less funds holding

Funds holding: 104102 (-2)

3.05% less ownership

Funds ownership: 73.59%70.54% (-3.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
50
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
76
Journey Strategic Wealth
New Jersey
$214K +$212K +2,283 New
WWG
77
West Wealth Group
California
$212K +$211K +2,272 New
FA
78
FSA Advisors
Michigan
$202K -$75.8K -816 -27%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$160K +$32.3K +348 +26%
GWM
80
Geneos Wealth Management
Colorado
$131K -$5.76K -62 -4%
ACM
81
Anfield Capital Management
California
$122K
MWM
82
Mascoma Wealth Management
New Hampshire
$81.4K
GJIA
83
Glass Jacobson Investment Advisors
Maryland
$51.5K +$743 +8 +1%
Comerica Bank
84
Comerica Bank
Texas
$30K +$1.39K +15 +5%
PTC
85
Private Trust Company
Ohio
$25.4K +$5.01K +54 +25%
AG
86
AmeriFlex Group
Nevada
$18.7K +$9.29K +100 +100%
BSB
87
Bangor Savings Bank
Maine
$17.3K +$17.2K +185 New
CA
88
CoreCap Advisors
Michigan
$16.4K +$16.3K +175 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$14K +$13.9K +150 New
AAS
90
Ameritas Advisory Services
Nebraska
$13.4K -$216K -2,326 -94%
GWSG
91
GPS Wealth Strategies Group
Colorado
$10.5K +$10.4K +112 New
SWP
92
Strategic Wealth Partners
Ohio
$9.73K +$9.66K +104 New
BTI
93
Blue Trust Inc
Georgia
$8.14K
FFA
94
Farther Finance Advisors
California
$7.3K
PSFG
95
Park Square Financial Group
Georgia
$4.49K -$6.5K -70 -59%
ACA
96
Aptus Capital Advisors
Alabama
$3.18K
SWM
97
Spire Wealth Management
Virginia
$3.02K
RF
98
Rossby Financial
Florida
$2.62K -$3.16K -34 -55%
M
99
MOTCO
Texas
$1.87K +$1.86K +20 New
SAM
100
Smartleaf Asset Management
Massachusetts
$1.12K +$1.11K +12 New

LQDH Hedge Fund Activity: Q3 2025 in Review

102 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q3 2025, worth a combined $360M — down 0.23% from $360M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LQDH positions and 14 closed out — a net gain of 1 holder — while 50 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.61M. The largest seller was Leo Wealth LLC, cutting an estimated $11.9M.

  • 102 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q3 2025, down from 104 in Q2 2025.
  • Funds reported $360M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q3 2025, down 0.23% quarter-over-quarter.
  • 15 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q3 2025 and 14 closed out, a net change of +1 holder.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $5.61M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q3 2025 was Leo Wealth LLC, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2025.