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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

81 hedge funds and large institutions have $288M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
35
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$16.9M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$12.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.13M
4
UBS Group
4
UBS Group
Switzerland
$5.41M
5
DWM
5
Destination Wealth Management
California
$72.5M

Top Sellers

1
KWM
1
KFG Wealth Management
Indiana
$0
2
CIAS
2
Capital Investment Advisory Services
North Carolina
$9.4M
3
Bank of America
3
Bank of America
North Carolina
$28.3M
4
AAS
4
Ameritas Advisory Services
Nebraska
$1.52M
5
BFG
5
Beacon Financial Group
Texas
$9.11M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$72.5M 779,632 +28,388 +4%
Bank of America
2
Bank of America
North Carolina
$28.3M 304,109 -21,280 -7%
LPL Financial
3
LPL Financial
California
$21.9M 235,144 +17,756 +8%
LWL
4
Leo Wealth LLC
Texas
$20.2M 217,240 +9,472 +5%
AssetMark Inc
5
AssetMark Inc
California
$16.9M 181,766 +144,126 +383%
RWA
6
Redhawk Wealth Advisors
Minnesota
$12.8M 137,555 +137,555 New
SC
7
Scotia Capital
Ontario, Canada
$10.8M 116,413 +1,142 +1%
CIAS
8
Capital Investment Advisory Services
North Carolina
$9.4M 100,988 -39,646 -28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.13M 98,067 +69,884 +248%
BFG
10
Beacon Financial Group
Texas
$9.11M 97,885 -16,966 -15%
Morgan Stanley
11
Morgan Stanley
New York
$8.03M 86,271 +4,042 +5%
UBS Group
12
UBS Group
Switzerland
$5.41M 58,130 +31,479 +118%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$4.82M 51,777 +3,332 +7%
FIA
14
Foundations Investment Advisors
Arizona
$4.51M 48,487 +6,154 +15%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.22M 45,348 +2,925 +7%
PCIA
16
Prime Capital Investment Advisors
Kansas
$3.35M 35,962 +3,656 +11%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.53M 27,192 +12,751 +88%
Jane Street
18
Jane Street
New York
$2.44M 26,250 +26,250 New
RWI
19
Red Wave Investments
Pennsylvania
$2.41M 25,883 -1,877 -7%
GC
20
GFG Capital
Florida
$2.41M 25,942 +25,942 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.26M 24,262 -111 -0.5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.22M 23,890 -11,591 -33%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.03M 21,843 +15,595 +250%
CAP
24
Columbia Advisory Partners
Washington
$2.03M 21,788 +6,985 +47%
FIM
25
Freedom Investment Management
Connecticut
$1.91M 20,526 -1,352 -6%
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