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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

92 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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

12% more funds holding

Funds holding: 82 → 92 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $289M → $281M (-$7.84M)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

9.07% less ownership

Funds ownership: 72.23% → 63.16% (-9.1%)

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% 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
Milestone Asset Management
Pennsylvania
+$2.9M
2
LPL Financial
LPL Financial
California
+$1.18M
3
FIA
Foundations Investment Advisors
Arizona
+$1.17M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.01M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$12.8M
2
FIM
Freedom Investment Management
Connecticut
-$1.91M
3
Morgan Stanley
Morgan Stanley
New York
-$1.57M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.39M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
Destination Wealth Management
California
$73.2M +$875K +9,395 +1%
Bank of America
2
Bank of America
North Carolina
$28.6M +$442K +4,742 +2%
LPL Financial
3
LPL Financial
California
$23M +$1.18M +12,632 +5%
LWL
4
Leo Wealth LLC
Texas
$20.9M +$788K +8,454 +4%
AssetMark Inc
5
AssetMark Inc
California
$16.7M -$120K -1,293 -0.7%
SC
6
Scotia Capital
Ontario, Canada
$10.7M -$84.4K -906 -0.8%
CIAS
7
Capital Investment Advisory Services
North Carolina
$9.31M -$58.4K -627 -0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.39M -$710K -7,625 -8%
BFG
9
Beacon Financial Group
Texas
$7.94M -$1.14M -12,224 -12%
Morgan Stanley
10
Morgan Stanley
New York
$6.43M -$1.57M -16,897 -20%
UBS Group
11
UBS Group
Switzerland
$5.86M +$474K +5,086 +9%
FIA
12
Foundations Investment Advisors
Arizona
$5.66M +$1.17M +12,554 +26%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$4.84M +$34.8K +374 +0.7%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.78M +$580K +6,229 +14%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.6M +$1.09M +11,659 +43%
PCIA
16
Prime Capital Investment Advisors
Kansas
$3.3M -$38.9K -418 -1%
MAM
17
Milestone Asset Management
Pennsylvania
$2.88M +$2.9M +31,094 New
Citadel Advisors
18
Citadel Advisors
Florida
$2.75M +$1.01M +10,893 +58%
Raymond James Financial
19
Raymond James Financial
Florida
$2.6M +$2.61M +28,000 New
CAP
20
Columbia Advisory Partners
Washington
$2.55M +$527K +5,661 +26%
GC
21
GFG Capital
Florida
$2.41M – – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.32M +$66.3K +712 +3%
RWI
23
Red Wave Investments
Pennsylvania
$2.25M -$151K -1,618 -6%
Jane Street
24
Jane Street
New York
$2.07M -$366K -3,923 -15%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.04M -$181K -1,945 -8%
1
2 3 4

LQDH Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2024, worth a combined $281M — down 2.7% from $289M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LQDH positions and 6 closed out — a net gain of 12 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was Milestone Asset Management, opening a new position worth an estimated $2.9M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $12.8M sold.

  • 92 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $281M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2024, down 2.7% quarter-over-quarter.
  • 18 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2024 and 6 closed out, a net change of +12 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2024 was Milestone Asset Management, an estimated $2.9M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2024 was Redhawk Wealth Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2024.