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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

69 hedge funds and large institutions have $204M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 20 closing their positions.

Holders
69
Holders Change
-16
Holders Change %
-18.82%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
4
Increased
20
Reduced
36
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Synergy Asset Management
Washington
$8.72M
2
ACM
2
AlphaStar Capital Management
North Carolina
$921K
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.22M
4
LB
4
Leo Brokerage
Texas
$17.4M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.06M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$1.3M
2
AssetMark Inc
2
AssetMark Inc
California
$15.4K
3
HCM
3
HMS Capital Management
Tennessee
$0
4
FFN
4
Focus Financial Network
Minnesota
$0
5
CCM
5
Condor Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$63.9M 687,174 -36,706 -5%
Bank of America
2
Bank of America
North Carolina
$20.4M 219,158 -6,836 -3%
LB
3
Leo Brokerage
Texas
$17.4M 187,357 +4,892 +3%
LPL Financial
4
LPL Financial
California
$13.8M 148,395 -11,123 -7%
SAM
5
Synergy Asset Management
Washington
$8.72M 93,834 +93,834 New
Jane Street
6
Jane Street
New York
$8.66M 93,170 -32,311 -26%
GFA
7
Gallagher Fiduciary Advisors
Illinois
$7.33M 78,839 +154 +0.2%
AI
8
Atria Investments
North Carolina
$4.78M 51,423 -1,150 -2%
SC
9
Scotia Capital
Ontario, Canada
$4.74M 51,006 +1,691 +3%
KWM
10
KFG Wealth Management
Indiana
$4.73M 50,889 +951 +2%
RWI
11
Red Wave Investments
Pennsylvania
$4.6M 49,475 -1,400 -3%
Citadel Advisors
12
Citadel Advisors
Florida
$4.22M 45,400 +6,382 +16%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$4M 43,033 -7,624 -15%
UBS Group
14
UBS Group
Switzerland
$3.19M 34,347 -25,361 -42%
TC
15
Trilogy Capital
California
$2.91M 31,287 -1,131 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.86M 30,731 -6,420 -17%
FIM
17
Freedom Investment Management
Connecticut
$2.53M 27,212 +1,468 +6%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$2.31M 24,877 -6,313 -20%
CIA
19
Covington Investment Advisors
Pennsylvania
$2.08M 22,336 -260 -1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.02M 21,750 -11,882 -35%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.62M 17,448 -856 -5%
CIAS
22
Capital Investment Advisory Services
North Carolina
$1.42M 15,323 +2,885 +23%
TW
23
TrinityPoint Wealth
Connecticut
$1.31M 14,125 +368 +3%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$1.3M 13,936 -209,172 -94%
WWA
25
WCG Wealth Advisors
Nevada
$1.27M 13,626 +1,815 +15%
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