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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

101 hedge funds and large institutions have $357M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
50
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.5M
2
LWL
Leo Wealth LLC
Texas
$22.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.07M
4
OIA
OneDigital Investment Advisors
Kansas
$4.32M
5
IWC
Integrated Wealth Concepts
Massachusetts
$4.02M

Top Sellers

1
MAM
Milestone Asset Management
Pennsylvania
$674K
2
ABWM
Alpine Bank Wealth Management
Colorado
$1.67M
3
AssetMark Inc
AssetMark Inc
California
$7.3M
4
Citadel Advisors
Citadel Advisors
Florida
$218K
5
Bank of America
Bank of America
North Carolina
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1
Destination Wealth Management
California
$76.1M +$702K +7,599 +0.9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.5M +$16.8M +181,329 +85%
Bank of America
3
Bank of America
North Carolina
$29.8M -$3.83M -41,412 -11%
LPL Financial
4
LPL Financial
California
$26.7M +$1.47M +15,954 +6%
LWL
5
Leo Wealth LLC
Texas
$22.3M +$13.2M +143,244 +147%
MML Investors Services
6
MML Investors Services
Massachusetts
$14.1M +$1.55M +16,748 +12%
SC
7
Scotia Capital
Ontario, Canada
$11.6M +$951K +10,294 +9%
UBS Group
8
UBS Group
Switzerland
$11.4M +$1.25M +13,527 +12%
CIAS
9
Capital Investment Advisory Services
North Carolina
$9.44M +$32.6K +353 +0.3%
AssetMark Inc
10
AssetMark Inc
California
$7.3M -$13.8M -149,439 -65%
Morgan Stanley
11
Morgan Stanley
New York
$7.21M -$439K -4,751 -6%
BFG
12
Beacon Financial Group
Texas
$6.43M -$288K -3,113 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.13M +$1.78M +19,284 +41%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$5.07M +$4.46M +48,227 +724%
FIA
15
Foundations Investment Advisors
Arizona
$5.02M -$768K -8,315 -13%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$4.96M +$31K +336 +0.6%
OIA
17
OneDigital Investment Advisors
Kansas
$4.32M +$4.32M +46,759 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$4.02M +$4.02M +43,505 New
AF
19
Advisornet Financial
Minnesota
$3.34M +$911K +9,860 +37%
Raymond James Financial
20
Raymond James Financial
Florida
$3.32M +$415K +4,493 +14%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.13M +$2.33M +25,186 +289%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.12M +$1.02M +11,046 +49%
PCIA
23
Prime Capital Investment Advisors
Kansas
$2.95M -$641K -6,934 -18%
CAP
24
Columbia Advisory Partners
Washington
$2.95M -$518K -5,605 -15%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$2.7M +$846K +9,154 +46%
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