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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

64 hedge funds and large institutions have $167M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
15
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$28.1M
2
DWM
2
Destination Wealth Management
California
$64.9M
3
CIAS
3
Capital Investment Advisory Services
North Carolina
$2.43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.98M
5
WI
5
Wintrust Investments
Illinois
$648K

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
GFA
2
Gallagher Fiduciary Advisors
Illinois
$0
3
AI
3
Atria Investments
North Carolina
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.03M
5
Jane Street
5
Jane Street
New York
$6.62M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$64.9M 701,059 +13,885 +2%
Bank of America
2
Bank of America
North Carolina
$28.1M 303,451 +84,293 +38%
LPL Financial
3
LPL Financial
California
$13.5M 145,578 -2,817 -2%
Jane Street
4
Jane Street
New York
$6.62M 71,531 -21,639 -23%
SC
5
Scotia Capital
Ontario, Canada
$5.05M 54,543 +3,537 +7%
KWM
6
KFG Wealth Management
Indiana
$4.67M 50,406 -483 -0.9%
RWI
7
Red Wave Investments
Pennsylvania
$4.06M 43,852 -5,623 -11%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$3.9M 41,713 -1,320 -3%
TC
9
Trilogy Capital
California
$2.91M 31,488 +201 +0.6%
UBS Group
10
UBS Group
Switzerland
$2.91M 31,431 -2,916 -8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.57M 27,790 -2,941 -10%
FIM
12
Freedom Investment Management
Connecticut
$2.47M 26,721 -491 -2%
CIAS
13
Capital Investment Advisory Services
North Carolina
$2.43M 26,246 +10,923 +71%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$2.06M 22,288 -2,589 -10%
CIA
15
Covington Investment Advisors
Pennsylvania
$2.05M 22,136 -200 -0.9%
Citadel Advisors
16
Citadel Advisors
Florida
$2.03M 21,951 -23,449 -52%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.98M 21,365 +10,379 +94%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.47M 15,919 -1,529 -9%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$1.28M 13,783 -153 -1%
WWA
20
WCG Wealth Advisors
Nevada
$1.26M 13,352 -274 -2%
AWA
21
Aquire Wealth Advisors
Utah
$1.17M 12,604 – –
TW
22
TrinityPoint Wealth
Connecticut
$1.09M 11,799 -2,326 -16%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.08M 11,677 -10,073 -46%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1M 10,838 -284 -3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$974K 10,525 +5,691 +118%
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