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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

114 hedge funds and large institutions have $650M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
18
Increased
42
Reduced
40
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$72.7M
2
AIM
2
Astor Investment Management
Illinois
$43.7M
3
AWM
3
AE Wealth Management
Kansas
$29M
4
CWA
4
Centennial Wealth Advisory
Michigan
$12M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$9.65M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$41.5M
2
RBA
2
Richard Bernstein Advisors
New York
$10K
3
AssetMark Inc
3
AssetMark Inc
California
$7.6M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
101
Global Financial Private Client
Florida
$10.6K – – –
RBA
102
Richard Bernstein Advisors
New York
$10K -$128M -1,448,989 -100%
IRC
103
Investors Research Corp
Georgia
$8K +$8K +92 New
TAM
104
Tucker Asset Management
Colorado
$7.51K – – –
HNB
105
Huntington National Bank
Ohio
$7K -$7K – –
OPW
106
Oxler Private Wealth
New York
$4.52K +$4.52K +40 New
FA
107
Flagstar Advisors
New York
$4.35K +$4.35K +49 New
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$3.64K +$1.1K +12,107 +44%
William Blair & Company
109
William Blair & Company
Illinois
$2K -$16.1K -193 -89%
BCMLT
110
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$2K +19 New
FGAM
111
Financial Gravity Asset Management
Texas
$1.26K +$1.26K +623 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$1K -$8.89K -80 -90%
BlackRock
113
BlackRock
New York
$1K -$5.17K -31 -84%
ACM
114
Advisors Capital Management
New Jersey
– -$12.6M -139,306 Closed
DADC
115
D.A. Davidson & Co
Montana
– -$4.1M -45,441 Closed
Stifel Financial
116
Stifel Financial
Missouri
– -$2.53M -28,016 Closed
TCA
117
Transcend Capital Advisors
New Jersey
– -$2.42M -26,855 Closed
IWM
118
IHT Wealth Management
Illinois
– -$1.74M -19,237 Closed
VAS
119
Vestmark Advisory Solutions
Massachusetts
– -$796K -8,823 Closed
VWM
120
Venturi Wealth Management
Texas
– -$573K -6,344 Closed
SWMP
121
Signature Wealth Management Partners
New Jersey
– -$561K -6,216 Closed
PP
122
Patron Partners
Texas
– -$542K -6,002 Closed
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
– -$496K -5,498 Closed
APA
124
Astoria Portfolio Advisors
New York
– -$438K -4,851 Closed
WWM
125
Wolff Wiese Magana
California
– -$193K -2,135 Closed
2 3 4
5
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