iShares Interest Rate Hedged Corporate Bond ETF
LQDH
99 hedge funds and large institutions have $383M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 12 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 17
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
36% more capital invested
Capital invested by funds: $281M → $383M (+$102M)
7.9% more ownership
Funds ownership: 63.16% → 71.05% (+7.9%)
8% more funds holding
Funds holding: 92 → 99 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$35.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.5M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$9.04M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.08M |
| 5 |
AssetMark Inc
Concord,
California
|
+$4.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$11.9M |
| 2 |
Jane Street
New York
|
-$2.07M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$1.21M |
| 4 |
AWA
Aquire Wealth Advisors
South Jordan,
Utah
|
-$446K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$430K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
101
Arete Wealth Advisors
Chicago,
Illinois
| – | -$352K | -3,798 | Closed |
|
|
TFM
102
Trademark Financial Management
Bloomington,
Minnesota
| – | -$301K | -3,248 | Closed |
|
|
AWS
103
Atria Wealth Solutions
New York
| – | -$281K | -3,032 | Closed |
|
104
Creative Planning
Overland Park,
Kansas
| – | -$245K | -2,647 | Closed |
|
|
SMC
105
Smith, Moore & Co
Clayton,
Missouri
| – | -$237K | -2,551 | Closed |
|
|
CFGS
106
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$35.8K | -383 | Closed |
|
|
MPWT
107
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$32.3K | -348 | Closed |
|
|
SAM
108
Synergy Asset Management
Vancouver,
Washington
| – | -$2.98K | -32 | Closed |
|
109
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.41K | -26 | Closed |
|
|
AF
110
Allworth Financial
Folsom,
California
| – | -$468 | -5 | Closed |
|
|
GSWM
111
Golden State Wealth Management
Santa Ana,
California
| – | -$450 | -4 | Closed |
|
112
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$279 | +3 | New |
|
LQDH Hedge Fund Activity: Q1 2025 in Review
99 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2025, worth a combined $383M — up 36% from $281M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LQDH positions and 12 closed out — a net gain of 10 holders — while 46 added to existing stakes and 17 trimmed.
The largest buyer was Milestone Asset Management, adding an estimated $35.5M. The largest seller was Leo Wealth LLC, cutting an estimated $11.9M.
- 99 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2025, up from 92 in Q4 2024.
- Funds reported $383M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2025, up 36% quarter-over-quarter.
- 22 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2025 and 12 closed out, a net change of +10 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2025 was Milestone Asset Management, an estimated $35.5M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2025 was Leo Wealth LLC, an estimated $11.9M sold.
Based on aggregated 13F filings for Q1 2025.