LQDH icon

iShares Interest Rate Hedged Corporate Bond ETF

123 hedge funds and large institutions have $941M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 16 closing their positions.

Holders
123
Holders Change
+15
Holders Change %
+13.89%
% of All Funds
2.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
31
Increased
32
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$260M 2,880,185 -920,207 -24%
RBA
2
Richard Bernstein Advisors
New York
$131M 1,449,102 -656,780 -31%
DWM
3
Destination Wealth Management
California
$66.7M 738,529 -78,741 -10%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.5M 482,138 +18,695 +4%
AssetMark Inc
5
AssetMark Inc
California
$34.8M 385,950 -271,035 -41%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$33.6M 372,061 +1,409 +0.4%
SI
7
SimpliFi Inc
California
$30.9M 342,825 +1,166 +0.3%
F
8
F3Logic
Minnesota
$27.3M 302,926 +239,459 +377%
Wells Fargo
9
Wells Fargo
California
$25.2M 279,573 +260,466 +1,363%
CA
10
Capital Advantage
California
$23.8M 263,752 -2,291 -0.9%
LPL Financial
11
LPL Financial
California
$21.6M 239,678 +2,793 +1%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$18.5M 205,054 -39 -0%
AIM
13
Astor Investment Management
Illinois
$15.5M 171,422 +171,422 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13.7M 152,070 -26,536 -15%
AI
15
Atria Investments
North Carolina
$13.4M 147,932 +101,568 +219%
HCM
16
HMS Capital Management
Tennessee
$13.1M 144,828 +75,583 +109%
ACM
17
Advisors Capital Management
New Jersey
$12.6M 139,306 +4,806 +4%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$12.3M 136,253 -3,842 -3%
WP
19
WealthShield Partners
North Carolina
$10.2M 113,498 -101,141 -47%
AWM
20
AE Wealth Management
Kansas
$9.8M 108,558 +108,558 New
UBS Group
21
UBS Group
Switzerland
$9.06M 100,346 -73,000 -42%
LB
22
Leo Brokerage
Texas
$7.53M 83,401 +35,475 +74%
Osaic Holdings
23
Osaic Holdings
Arizona
$6.22M 68,893 +21,207 +44%
MWC
24
MBM Wealth Consultants
Missouri
$5.67M 62,792 -9,841 -14%
SCA
25
Southern Capital Advisors
Tennessee
$4.57M 50,622 +1,477 +3%