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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

108 hedge funds and large institutions have $400M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 62 reducing their positions, and 25 closing their positions.

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
20
Increased
13
Reduced
62
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBS
1
Gallagher Benefit Services
Illinois
$7.5M
2
KWM
2
KFG Wealth Management
Indiana
$4.36M
3
TC
3
Trilogy Capital
California
$3.15M
4
Jane Street
4
Jane Street
New York
$7.3M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$5.68M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$23.8M
2
AIM
2
Astor Investment Management
Illinois
$13.4M
3
SI
3
SimpliFi Inc
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.6M
5
CA
5
Capital Advantage
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$61.7M 681,473 -84,767 -11%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.2M 576,974 +21,428 +4%
Wells Fargo
3
Wells Fargo
California
$23.8M 263,004 -556,385 -68%
Bank of America
4
Bank of America
North Carolina
$23.6M 260,823 -206,288 -44%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$18.8M 207,539 -2,877 -1%
LPL Financial
6
LPL Financial
California
$17.3M 190,967 -32,576 -15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15.6M 171,856 -255,485 -60%
AIM
8
Astor Investment Management
Illinois
$13.4M 148,542 -344,168 -70%
HCM
9
HMS Capital Management
Tennessee
$12.5M 138,133 -7,432 -5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$11M 121,191 +12,506 +12%
AWM
11
AE Wealth Management
Kansas
$9.73M 107,530 -219,188 -67%
F
12
F3Logic
Minnesota
$7.5M 82,932 -233,959 -74%
GBS
13
Gallagher Benefit Services
Illinois
$7.5M 82,932 +82,932 New
AI
14
Atria Investments
North Carolina
$7.44M 82,267 -110,118 -57%
Jane Street
15
Jane Street
New York
$7.3M 80,662 +26,081 +48%
AssetMark Inc
16
AssetMark Inc
California
$6.34M 70,067 -15,596 -18%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$6.31M 69,767 -62,096 -47%
UBS Group
18
UBS Group
Switzerland
$6.19M 68,452 -5,023 -7%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$5.68M 62,386 +22,475 +56%
RWI
20
Red Wave Investments
Pennsylvania
$4.7M 51,928 +1,250 +2%
SC
21
Scotia Capital
Ontario, Canada
$4.64M 51,234 +1,501 +3%
CCM
22
Condor Capital Management
New Jersey
$4.52M 49,901 -228 -0.5%
SCA
23
Southern Capital Advisors
Tennessee
$4.49M 49,600 -2,121 -4%
KWM
24
KFG Wealth Management
Indiana
$4.36M 48,223 +48,223 New
CWA
25
Centennial Wealth Advisory
Michigan
$4.16M 45,946 -89,831 -66%
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