LQDH icon

iShares Interest Rate Hedged Corporate Bond ETF

73 hedge funds and large institutions have $394M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
73
Holders Change
+21
Holders Change %
+40.38%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
18
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$129M 1,348,915 +1,184,372 +720%
RBA
2
Richard Bernstein Advisors
New York
$70M 732,447 +732,447 New
AssetMark Inc
3
AssetMark Inc
California
$45.3M 473,638 -166,560 -26%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$37.6M 393,536 +97,857 +33%
LPL Financial
5
LPL Financial
California
$16.5M 172,863 +36,692 +27%
HA
6
Harborview Advisors
Maine
$10.6M 111,205 +34,589 +45%
BlackRock
7
BlackRock
New York
$10.2M 107,217 +106,849 +29,035%
Wells Fargo
8
Wells Fargo
California
$7.12M 74,521 +42,997 +136%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.53M 68,299 +59,027 +637%
UBS Group
10
UBS Group
Switzerland
$6.34M 66,362 -134,564 -67%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.65M 48,709 +25,004 +105%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.06M 42,491 +3,180 +8%
Creative Planning
13
Creative Planning
Kansas
$3.94M 41,244 +41,244 New
LB
14
Leo Brokerage
Texas
$3.92M 41,053 +41,053 New
Jane Street
15
Jane Street
New York
$3.66M 38,323 -4,983 -12%
CA
16
Cetera Advisors
Colorado
$3.56M 37,210 +37,210 New
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
Stifel Financial
18
Stifel Financial
Missouri
$2.77M 28,960 +580 +2%
PAS
19
Park Avenue Securities
New York
$2.1M 22,010 +16,506 +300%
Goldman Sachs
20
Goldman Sachs
New York
$2.06M 21,543 +21,543 New
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.01M 21,085 +21,085 New
Citadel Advisors
22
Citadel Advisors
Florida
$1.7M 17,823 +17,823 New
TCA
23
Transcend Capital Advisors
New Jersey
$1.44M 15,017 +15,017 New
MML Investors Services
24
MML Investors Services
Massachusetts
$1.42M 14,862 +6,748 +83%
RWMH
25
Riverpoint Wealth Management Holdings
Illinois
$1.24M 13,002 +1,348 +12%