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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

96 hedge funds and large institutions have $382M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
46
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Milestone Asset Management
Pennsylvania
$38.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.8M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$12.5M
4
Bank of America
4
Bank of America
North Carolina
$33.5M
5
AssetMark Inc
5
AssetMark Inc
California
$21.1M

Top Sellers

1
LWL
1
Leo Wealth LLC
Texas
$8.99M
2
Jane Street
2
Jane Street
New York
$0
3
BFG
3
Beacon Financial Group
Texas
$6.7M
4
AWA
4
Aquire Wealth Advisors
Utah
$657K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.33M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$75.3M 815,863 +26,836 +3%
MAM
2
Milestone Asset Management
Pennsylvania
$38.1M 412,838 +381,744 +1,228%
Bank of America
3
Bank of America
North Carolina
$33.5M 363,401 +54,550 +18%
LPL Financial
4
LPL Financial
California
$25.1M 272,567 +24,791 +10%
ABWM
5
Alpine Bank Wealth Management
Colorado
$23.2M 251,380 +251,380 New
AssetMark Inc
6
AssetMark Inc
California
$21.1M 228,454 +47,981 +27%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.8M 214,183 +123,741 +137%
MML Investors Services
8
MML Investors Services
Massachusetts
$12.5M 136,002 +97,151 +250%
SC
9
Scotia Capital
Ontario, Canada
$10.7M 115,673 +166 +0.1%
UBS Group
10
UBS Group
Switzerland
$10.1M 109,630 +46,414 +73%
CIAS
11
Capital Investment Advisory Services
North Carolina
$9.39M 101,778 +1,417 +1%
LWL
12
Leo Wealth LLC
Texas
$8.99M 97,466 -128,228 -57%
Morgan Stanley
13
Morgan Stanley
New York
$7.64M 82,754 +13,380 +19%
BFG
14
Beacon Financial Group
Texas
$6.7M 72,657 -13,004 -15%
FIA
15
Foundations Investment Advisors
Arizona
$5.78M 62,693 +1,652 +3%
Citadel Advisors
16
Citadel Advisors
Florida
$5.52M 59,852 +30,222 +102%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$4.92M 53,372 +1,221 +2%
GS
18
GWN Securities
Florida
$4.35M 47,445 +38,645 +439%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.33M 46,960 -4,617 -9%
PCIA
20
Prime Capital Investment Advisors
Kansas
$3.58M 38,849 +3,305 +9%
CAP
21
Columbia Advisory Partners
Washington
$3.46M 37,515 +10,066 +37%
Raymond James Financial
22
Raymond James Financial
Florida
$2.9M 31,419 +3,419 +12%
HCA
23
Heck Capital Advisors
Wisconsin
$2.56M 27,703 +13,179 +91%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.43M 26,359 +1,385 +6%
AF
25
Advisornet Financial
Minnesota
$2.43M 26,303 +26,303 New
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