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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

82 hedge funds and large institutions have $289M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

15% more capital invested

Capital invested by funds: $252M → $289M (+$37.4M)

11% more funds holding

Funds holding: 74 → 82 (+8)

4.58% more ownership

Funds ownership: 67.65% → 72.23% (+4.6%)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
35
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$13.3M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$12.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.46M
4
UBS Group
UBS Group
Switzerland
+$2.91M
5
DWM
Destination Wealth Management
California
+$2.63M

Top Sellers

1
KWM
KFG Wealth Management
Indiana
-$5.37M
2
CIAS
Capital Investment Advisory Services
North Carolina
-$3.67M
3
Bank of America
Bank of America
North Carolina
-$1.97M
4
AAS
Ameritas Advisory Services
Nebraska
-$1.62M
5
BFG
Beacon Financial Group
Texas
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
Destination Wealth Management
California
$72.5M +$2.63M +28,388 +4%
Bank of America
2
Bank of America
North Carolina
$28.3M -$1.97M -21,280 -7%
LPL Financial
3
LPL Financial
California
$21.9M +$1.64M +17,756 +8%
LWL
4
Leo Wealth LLC
Texas
$20.2M +$876K +9,472 +5%
AssetMark Inc
5
AssetMark Inc
California
$16.9M +$13.3M +144,126 +383%
RWA
6
Redhawk Wealth Advisors
Minnesota
$12.8M +$12.7M +137,555 New
SC
7
Scotia Capital
Ontario, Canada
$10.8M +$106K +1,142 +1%
CIAS
8
Capital Investment Advisory Services
North Carolina
$9.4M -$3.67M -39,646 -28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.13M +$6.46M +69,884 +248%
BFG
10
Beacon Financial Group
Texas
$9.11M -$1.57M -16,966 -15%
Morgan Stanley
11
Morgan Stanley
New York
$8.03M +$374K +4,042 +5%
UBS Group
12
UBS Group
Switzerland
$5.41M +$2.91M +31,479 +118%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$4.82M +$308K +3,332 +7%
FIA
14
Foundations Investment Advisors
Arizona
$4.51M +$569K +6,154 +15%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.22M +$271K +2,925 +7%
PCIA
16
Prime Capital Investment Advisors
Kansas
$3.35M +$338K +3,656 +11%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.53M +$1.18M +12,751 +88%
Jane Street
18
Jane Street
New York
$2.44M +$2.43M +26,250 New
RWI
19
Red Wave Investments
Pennsylvania
$2.41M -$174K -1,877 -7%
GC
20
GFG Capital
Florida
$2.41M +$2.4M +25,942 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.26M -$10.3K -111 -0.5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.22M -$1.07M -11,591 -33%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.03M +$1.44M +15,595 +250%
CAP
24
Columbia Advisory Partners
Washington
$2.03M +$646K +6,985 +47%
FIM
25
Freedom Investment Management
Connecticut
$1.91M -$125K -1,352 -6%
1
2 3 4

LQDH Hedge Fund Activity: Q3 2024 in Review

82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q3 2024, worth a combined $289M — up 15% from $252M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LQDH positions and 8 closed out — a net gain of 8 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $13.3M. The largest seller was KFG Wealth Management, exiting entirely with an estimated $5.37M sold.

  • 82 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q3 2024, up from 74 in Q2 2024.
  • Funds reported $289M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 16 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q3 2024 and 8 closed out, a net change of +8 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q3 2024 was AssetMark Inc, an estimated $13.3M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q3 2024 was KFG Wealth Management, an estimated $5.37M sold.

Based on aggregated 13F filings for Q3 2024.