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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

87 hedge funds and large institutions have $531M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 18 closing their positions.

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
32
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$62.4M
2
RBA
2
Richard Bernstein Advisors
New York
$86.9M
3
WWM
3
WJ Wealth Management
Arizona
$5.51M
4
SI
4
Stephens Inc
Arkansas
$5.27M
5
SC
5
Scotia Capital
Ontario, Canada
$4.03M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.2M
2
BlackRock
2
BlackRock
New York
$9K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.94M
4
LPL Financial
4
LPL Financial
California
$23.9M
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$143M 1,490,782 -18,158 -1%
RBA
2
Richard Bernstein Advisors
New York
$86.9M 907,257 +66,020 +8%
AssetMark Inc
3
AssetMark Inc
California
$62.4M 651,514 +164,950 +34%
SI
4
SimpliFi Inc
California
$26.8M 280,173 +7,094 +3%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$26.1M 271,979 +26,204 +11%
LPL Financial
6
LPL Financial
California
$23.9M 249,425 -46,894 -16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.2M 200,664 -213,128 -52%
HA
8
Harborview Advisors
Maine
$15.4M 160,795 +10,269 +7%
WA
9
WestEnd Advisors
North Carolina
– – – –
MFM
10
Mirsky Financial Management
New York
$12.9M 134,883 +4,655 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.32M 97,299 +24,212 +33%
Wells Fargo
12
Wells Fargo
California
$8.87M 92,567 +8,130 +10%
GL
13
Graypoint LLC
New York
$7.7M 80,404 +17,236 +27%
MWC
14
MBM Wealth Consultants
Missouri
$6.19M 64,585 +4,857 +8%
WWM
15
WJ Wealth Management
Arizona
$5.51M 57,613 +57,613 New
SI
16
Stephens Inc
Arkansas
$5.27M 54,948 +54,948 New
UBS Group
17
UBS Group
Switzerland
$4.61M 48,127 -16,860 -26%
LB
18
Leo Brokerage
Texas
$4.52M 47,213 -157 -0.3%
SC
19
Scotia Capital
Ontario, Canada
$4.03M 42,070 +42,070 New
Morgan Stanley
20
Morgan Stanley
New York
$4M 41,725 +1,328 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.94M 30,734 -56,229 -65%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.89M 30,187 -18,234 -38%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.64M 27,566 +12,083 +78%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.63M 27,153 +1,951 +8%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.47M 25,820 +25,820 New
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