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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

108 hedge funds and large institutions have $1.11B invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 18 closing their positions.

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.71%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
25
Increased
44
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$76.4M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.3M
3
Bank of America
3
Bank of America
North Carolina
$355M
4
WP
4
WealthShield Partners
North Carolina
$20.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.1M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
WWM
2
WJ Wealth Management
Arizona
$0
3
Jane Street
3
Jane Street
New York
$2.72M
4
Wells Fargo
4
Wells Fargo
California
$1.79M
5
LPL Financial
5
LPL Financial
California
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$355M 3,800,392 +216,098 +6%
RBA
2
Richard Bernstein Advisors
New York
$196M 2,105,882 +62,266 +3%
DWM
3
Destination Wealth Management
California
$76.4M 817,270 +814,597 +30,475%
AssetMark Inc
4
AssetMark Inc
California
$61.4M 656,985 +12,894 +2%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.3M 463,443 +463,443 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$34.7M 370,652 +40,956 +12%
SI
7
SimpliFi Inc
California
$32M 341,659 -6,397 -2%
CA
8
Capital Advantage
California
$24.9M 266,043 -2,370 -0.9%
LPL Financial
9
LPL Financial
California
$22.2M 236,885 -31,066 -12%
WP
10
WealthShield Partners
North Carolina
$20.1M 214,639 +214,639 New
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$19.2M 205,093 -2,133 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.7M 178,606 +23,194 +15%
UBS Group
13
UBS Group
Switzerland
$16.2M 173,346 +69,767 +67%
WA
14
WestEnd Advisors
North Carolina
– – -152 Closed
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$13.1M 140,095 +140,095 New
ACM
16
Advisors Capital Management
New Jersey
$12.6M 134,500 +10,085 +8%
Morgan Stanley
17
Morgan Stanley
New York
$11.8M 126,374 +54,425 +76%
GL
18
Graypoint LLC
New York
$9.06M 96,832 +1,111 +1%
SI
19
Stephens Inc
Arkansas
$8.36M 89,383 +28,712 +47%
SAM
20
Synergy Asset Management
Washington
$7.27M 77,716 +77,716 New
MWC
21
MBM Wealth Consultants
Missouri
$6.79M 72,633 +3,265 +5%
HCM
22
HMS Capital Management
Tennessee
$6.48M 69,245 +69,245 New
F
23
F3Logic
Minnesota
$5.92M 63,467 +63,467 New
CFO
24
Collective Family Office
Pennsylvania
$5.77M 61,710 +23,445 +61%
CCM
25
Condor Capital Management
New Jersey
$4.75M 50,810 +50,810 New
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