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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

102 hedge funds and large institutions have $307M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.65% more ownership

Funds ownership: 54.86% → 61.51% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less funds holding

Funds holding: 113 → 102 (-11)

19% less capital invested

Capital invested by funds: $379M → $307M (-$72.3M)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

45% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 49

Holders
102
Holders Change
-11
Holders Change %
-9.73%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
27
Reduced
49
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.56M
3
TPWM
Twelve Points Wealth Management
Massachusetts
+$5.37M
4
FFA
Founders Financial Alliance
North Carolina
+$4.45M
5
DWM
Destination Wealth Management
California
+$3.46M

Top Sellers

1
LWL
Leo Wealth LLC
Texas
-$23.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.8M
3
MML Investors Services
MML Investors Services
Massachusetts
-$9.78M
4
UBS Group
UBS Group
Switzerland
-$8.03M
5
OIA
OneDigital Investment Advisors
Kansas
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
101
Aptus Capital Advisors
Alabama
$3.14K +$3.16K +34 New
SWP
102
Strategic Wealth Partners
Ohio
$1.11K -$8.55K -92 -88%
HNB
103
Huntington National Bank
Ohio
$92 – – –
OIA
104
OneDigital Investment Advisors
Kansas
– -$4.79M -51,260 Closed
PCIA
105
Prime Capital Investment Advisors
Kansas
– -$3.76M -40,263 Closed
UCFA
106
United Capital Financial Advisors
Texas
– -$2.38M -25,463 Closed
SPAS
107
Spectrum Planning & Advisory Services
California
– -$462K -4,950 Closed
GM
108
GeoWealth Management
Illinois
– -$295K -3,163 Closed
GWMR
109
GC Wealth Management RIA
Massachusetts
– -$295K -3,160 Closed
VCWM
110
Vista Cima Wealth Management
Arizona
– -$274K -2,932 Closed
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
– -$272K -2,917 Closed
EWM
112
Empirical Wealth Management
Washington
– -$228K -2,444 Closed
OAP
113
One Advisory Partners
Kansas
– -$226K -2,419 Closed
DAS
114
Diversify Advisory Services
Utah
– -$220K -2,345 Closed
WWG
115
West Wealth Group
California
– -$214K -2,287 Closed
GWM
116
Geneos Wealth Management
Colorado
– -$126K -1,349 Closed
KAS
117
Kestra Advisory Services
Texas
– -$119K -1,279 Closed
CIA
118
Cape Investment Advisory
Georgia
– -$28.8K -308 Closed
MB
119
MidFirst Bank
Oklahoma
– -$9.05K -97 Closed
PSFG
120
Park Square Financial Group
Georgia
– -$7.51K -81 Closed
Fidelity Investments
121
Fidelity Investments
Massachusetts
– -$7.47K -80 Closed
RF
122
Rossby Financial
Florida
– -$2.61K -28 Closed
AWM
123
AE Wealth Management
Kansas
– -$2.15K -23 Closed
RFS
124
Richardson Financial Services
Massachusetts
– -$560 -6 Closed
1 2 3 4
5

LQDH Hedge Fund Activity: Q1 2026 in Review

102 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2026, worth a combined $307M — down 19% from $379M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of LQDH and 13 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Leo Wealth LLC, cutting an estimated $23.5M.

  • 102 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2026, down from 113 in Q4 2025.
  • Funds reported $307M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2026, down 19% quarter-over-quarter.
  • 13 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2026 and 21 closed out, a net change of -8 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2026 was Morgan Stanley, an estimated $11.4M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2026 was Leo Wealth LLC, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2026.