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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

108 hedge funds and large institutions have $400M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 62 reducing their positions, and 25 closing their positions.

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
20
Increased
13
Reduced
62
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$3.15M
2
Jane Street
2
Jane Street
New York
$7.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$5.68M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.34M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$23.8M
2
AIM
2
Astor Investment Management
Illinois
$13.4M
3
SI
3
SimpliFi Inc
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.6M
5
CA
5
Capital Advantage
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
101
Huntington National Bank
Ohio
– – – –
CA
102
CoreCap Advisors
Michigan
$6.59K 72 +72 New
FFA
103
Farther Finance Advisors
California
$6.24K 69 +69 New
RFS
104
Retirement Financial Solutions
Tennessee
$5.61K 62 +62 New
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$1K 9 – –
William Blair & Company
106
William Blair & Company
Illinois
$362 4 -20 -83%
BWL
107
Bogart Wealth LLC
Virginia
$181 2 – –
CA
108
Crewe Advisors
Utah
$181 2 +2 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$90 1 – –
SI
110
SimpliFi Inc
California
– – -328,041 Closed
CA
111
Capital Advantage
California
– – -252,454 Closed
AWS
112
Atria Wealth Solutions
New York
– – -15,364 Closed
Mariner
113
Mariner
Kansas
– – -13,839 Closed
JCIA
114
Jackson Creek Investment Advisors
Colorado
– – -12,658 Closed
SW
115
SVB Wealth
Massachusetts
– – -11,520 Closed
AWS
116
AJ Wealth Strategies
New York
– – -10,380 Closed
GL
117
Graypoint LLC
New York
– – -9,974 Closed
CFAM
118
Center For Asset Management
Florida
– – -6,000 Closed
CFO
119
Collective Family Office
Pennsylvania
– – -3,375 Closed
MG
120
Mather Group
Illinois
– – -3,050 Closed
EA
121
Emerald Advisors
Washington
– – -2,911 Closed
PAG
122
Private Advisor Group
New Jersey
– – -2,898 Closed
CPWA
123
Cerro Pacific Wealth Advisors
California
– – -2,819 Closed
Creative Planning
124
Creative Planning
Kansas
– – -2,701 Closed
GSC
125
Ground Swell Capital
South Carolina
– – -2,610 Closed
2 3 4
5
6