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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 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWL
1
Leo Wealth LLC
Texas
$18M
2
BFG
2
Beacon Financial Group
Texas
$11.5M
3
Jane Street
3
Jane Street
New York
$8.81M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$1.45M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.38M

Top Sellers

1
RWI
1
Red Wave Investments
Pennsylvania
$2.99M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.11M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.21M
4
UBS Group
4
UBS Group
Switzerland
$2.25M
5
WI
5
Wintrust Investments
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$65.7M 705,953 +4,894 +0.7%
Bank of America
2
Bank of America
North Carolina
$28.3M 303,693 +242 +0.1%
LWL
3
Leo Wealth LLC
Texas
$18M 193,518 +193,518 New
LPL Financial
4
LPL Financial
California
$14M 150,893 +5,315 +4%
BFG
5
Beacon Financial Group
Texas
$11.5M 123,373 +123,373 New
Jane Street
6
Jane Street
New York
$8.81M 94,595 +23,064 +32%
SC
7
Scotia Capital
Ontario, Canada
$5.17M 55,554 +1,011 +2%
KWM
8
KFG Wealth Management
Indiana
$5.13M 55,144 +4,738 +9%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$4.26M 45,321 +3,608 +9%
RWI
10
Red Wave Investments
Pennsylvania
$2.99M 32,144 -11,708 -27%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.71M 29,100 +1,310 +5%
TC
12
Trilogy Capital
California
$2.67M 28,639 -2,849 -9%
CIAS
13
Capital Investment Advisory Services
North Carolina
$2.6M 27,897 +1,651 +6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.38M 25,547 +13,870 +119%
UBS Group
15
UBS Group
Switzerland
$2.25M 24,223 -7,208 -23%
FIM
16
Freedom Investment Management
Connecticut
$2.11M 22,721 -4,000 -15%
CIA
17
Covington Investment Advisors
Pennsylvania
$1.81M 19,391 -2,745 -12%
Morgan Stanley
18
Morgan Stanley
New York
$1.57M 16,826 +12,174 +262%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.56M 16,720 -5,568 -25%
SHJ
20
Sharkey, Howes & Javer
Colorado
$1.45M 15,629 +15,629 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.25M 13,440 +2,602 +24%
WWA
22
WCG Wealth Advisors
Nevada
$1.21M 13,035 -317 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.21M 12,945 -8,420 -39%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.19M 12,793 -3,126 -20%
AWA
25
Aquire Wealth Advisors
Utah
$1.17M 12,604 – –
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