LQDH icon

iShares Interest Rate Hedged Corporate Bond ETF

103 hedge funds and large institutions have $913M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
26
Increased
50
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$343M 3,584,294 +2,093,512 +140%
RBA
2
Richard Bernstein Advisors
New York
$196M 2,043,616 +1,136,359 +125%
AssetMark Inc
3
AssetMark Inc
California
$61.6M 644,091 -7,423 -1%
SI
4
SimpliFi Inc
California
$33.3M 348,056 +67,883 +24%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.6M 329,696 +129,032 +64%
LPL Financial
6
LPL Financial
California
$25.6M 267,951 +18,526 +7%
CA
7
Capital Advantage
California
$25.6M 268,413 +268,413 New
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$19.8M 207,226 -64,753 -24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.9M 155,412 +58,113 +60%
MFM
10
Mirsky Financial Management
New York
$13.1M 137,307 +2,424 +2%
ACM
11
Advisors Capital Management
New Jersey
$11.9M 124,415 +124,415 New
UBS Group
12
UBS Group
Switzerland
$9.91M 103,579 +55,452 +115%
GL
13
Graypoint LLC
New York
$9.16M 95,721 +15,317 +19%
Jane Street
14
Jane Street
New York
$8.8M 91,935 +91,935 New
Morgan Stanley
15
Morgan Stanley
New York
$6.89M 71,949 +30,224 +72%
MWC
16
MBM Wealth Consultants
Missouri
$6.64M 69,368 +4,783 +7%
RWA
17
Redhawk Wealth Advisors
Minnesota
$6.6M 68,966 +68,966 New
WWM
18
WJ Wealth Management
Arizona
$6.15M 64,268 +6,655 +12%
SI
19
Stephens Inc
Arkansas
$5.81M 60,671 +5,723 +10%
Wells Fargo
20
Wells Fargo
California
$5.32M 55,596 -36,971 -40%
MML Investors Services
21
MML Investors Services
Massachusetts
$5.29M 55,286 +27,720 +101%
SC
22
Scotia Capital
Ontario, Canada
$4.22M 44,094 +2,024 +5%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.21M 43,977 +13,790 +46%
Stifel Financial
24
Stifel Financial
Missouri
$3.99M 41,660 +20,462 +97%
TCA
25
Transcend Capital Advisors
New Jersey
$3.68M 38,471 +22,106 +135%