iShares Interest Rate Hedged Corporate Bond ETF
LQDH
104 hedge funds and large institutions have $360M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 14 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 25
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
5% more funds holding
Funds holding: 99 → 104 (+5)
2.54% more ownership
Funds ownership: 71.05% → 73.59% (+2.5%)
6% less capital invested
Capital invested by funds: $383M → $360M (-$23.1M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.6M |
| 2 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
+$13.1M |
| 3 |
JP Morgan Chase
New York
|
+$4.41M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$4.27M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$37.1M |
| 2 |
ABWM
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
-$21.3M |
| 3 |
AssetMark Inc
Concord,
California
|
-$13.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.26M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.79M |
LQDH Hedge Fund Activity: Q2 2025 in Review
104 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q2 2025, worth a combined $360M — down 6% from $383M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LQDH positions and 14 closed out — a net gain of 5 holders — while 52 added to existing stakes and 25 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $16.6M. The largest seller was Milestone Asset Management, cutting an estimated $37.1M.
- 104 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q2 2025, up from 99 in Q1 2025.
- Funds reported $360M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q2 2025, down 6% quarter-over-quarter.
- 19 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q2 2025 and 14 closed out, a net change of +5 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $16.6M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q2 2025 was Milestone Asset Management, an estimated $37.1M sold.
Based on aggregated 13F filings for Q2 2025.