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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

91 hedge funds and large institutions have $281M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
29
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Milestone Asset Management
Pennsylvania
$2.88M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.6M
3
LPL Financial
3
LPL Financial
California
$23M
4
FIA
4
Foundations Investment Advisors
Arizona
$5.66M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.6M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$6.43M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$641K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$319K
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$73.2M 789,027 +9,395 +1%
Bank of America
2
Bank of America
North Carolina
$28.6M 308,851 +4,742 +2%
LPL Financial
3
LPL Financial
California
$23M 247,776 +12,632 +5%
LWL
4
Leo Wealth LLC
Texas
$20.9M 225,694 +8,454 +4%
AssetMark Inc
5
AssetMark Inc
California
$16.7M 180,473 -1,293 -0.7%
SC
6
Scotia Capital
Ontario, Canada
$10.7M 115,507 -906 -0.8%
CIAS
7
Capital Investment Advisory Services
North Carolina
$9.31M 100,361 -627 -0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.39M 90,442 -7,625 -8%
BFG
9
Beacon Financial Group
Texas
$7.94M 85,661 -12,224 -12%
Morgan Stanley
10
Morgan Stanley
New York
$6.43M 69,374 -16,897 -20%
UBS Group
11
UBS Group
Switzerland
$5.86M 63,216 +5,086 +9%
FIA
12
Foundations Investment Advisors
Arizona
$5.66M 61,041 +12,554 +26%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$4.84M 52,151 +374 +0.7%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.78M 51,577 +6,229 +14%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.6M 38,851 +11,659 +43%
PCIA
16
Prime Capital Investment Advisors
Kansas
$3.3M 35,544 -418 -1%
MAM
17
Milestone Asset Management
Pennsylvania
$2.88M 31,094 +31,094 New
Citadel Advisors
18
Citadel Advisors
Florida
$2.75M 29,630 +10,893 +58%
Raymond James Financial
19
Raymond James Financial
Florida
$2.6M 28,000 +28,000 New
CAP
20
Columbia Advisory Partners
Washington
$2.55M 27,449 +5,661 +26%
GC
21
GFG Capital
Florida
$2.41M 25,942 – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.32M 24,974 +712 +3%
RWI
23
Red Wave Investments
Pennsylvania
$2.25M 24,265 -1,618 -6%
Jane Street
24
Jane Street
New York
$2.07M 22,327 -3,923 -15%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.04M 21,945 -1,945 -8%
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