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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

74 hedge funds and large institutions have $252M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
28
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
1
Capital Investment Advisory Services
North Carolina
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.64M
3
FIA
3
Foundations Investment Advisors
Arizona
$3.93M
4
AAS
4
Ameritas Advisory Services
Nebraska
$3.15M
5
LPL Financial
5
LPL Financial
California
$20.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.74M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3M
4
BFG
4
Beacon Financial Group
Texas
$10.7M
5
OWA
5
Outlook Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$69.8M 751,244 +9,105 +1%
Bank of America
2
Bank of America
North Carolina
$30.2M 325,389 +23,231 +8%
LPL Financial
3
LPL Financial
California
$20.2M 217,388 +32,487 +18%
LWL
4
Leo Wealth LLC
Texas
$19.4M 207,768 +2,920 +1%
CIAS
5
Capital Investment Advisory Services
North Carolina
$13.1M 140,634 +83,086 +144%
SC
6
Scotia Capital
Ontario, Canada
$10.7M 115,271 -72 -0.1%
BFG
7
Beacon Financial Group
Texas
$10.7M 114,851 -7,647 -6%
Morgan Stanley
8
Morgan Stanley
New York
$7.64M 82,229 +44,714 +119%
KWM
9
KFG Wealth Management
Indiana
$5.37M 57,741 +3,561 +7%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$4.56M 48,445 +321 +0.7%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.94M 42,423 +9,750 +30%
FIA
12
Foundations Investment Advisors
Arizona
$3.93M 42,333 +42,333 New
AssetMark Inc
13
AssetMark Inc
California
$3.5M 37,640 +303 +0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.3M 35,481 +16,962 +92%
AAS
15
Ameritas Advisory Services
Nebraska
$3.15M 33,862 +33,862 New
PCIA
16
Prime Capital Investment Advisors
Kansas
$3M 32,306 -7,873 -20%
Citadel Advisors
17
Citadel Advisors
Florida
$2.74M 29,466 -12,206 -29%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.62M 28,183 +15,819 +128%
RWI
19
Red Wave Investments
Pennsylvania
$2.58M 27,760 -268 -1%
UBS Group
20
UBS Group
Switzerland
$2.48M 26,651 -626 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.27M 24,373 -566 -2%
FIM
22
Freedom Investment Management
Connecticut
$2.03M 21,878 +107 +0.5%
TC
23
Trilogy Capital
California
$1.68M 18,032 -5,118 -22%
WWA
24
WCG Wealth Advisors
Nevada
$1.58M 17,021 +2,446 +17%
SHJ
25
Sharkey, Howes & Javer
Colorado
$1.45M 15,629 – –
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