iShares Interest Rate Hedged Corporate Bond ETF
LQDH
102 hedge funds and large institutions have $360M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 27
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
0% less capital invested
Capital invested by funds: $360M → $360M (-$828K)
2% less funds holding
Funds holding: 104 → 102 (-2)
3.05% less ownership
Funds ownership: 73.59% → 70.54% (-3.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$5.61M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.48M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.34M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$3.16M |
| 5 |
Betterment LLC
New York
|
+$1.78M |
Top Sellers
| 1 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$11.9M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$4.02M |
| 3 |
AssetMark Inc
Concord,
California
|
-$3.95M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.53M |
| 5 |
JP Morgan Chase
New York
|
-$3.39M |
LQDH Hedge Fund Activity: Q3 2025 in Review
102 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q3 2025, worth a combined $360M — down 0.23% from $360M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new LQDH positions and 14 closed out — a net gain of 1 holder — while 50 added to existing stakes and 27 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.61M. The largest seller was Leo Wealth LLC, cutting an estimated $11.9M.
- 102 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q3 2025, down from 104 in Q2 2025.
- Funds reported $360M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q3 2025, down 0.23% quarter-over-quarter.
- 15 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q3 2025 and 14 closed out, a net change of +1 holder.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $5.61M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q3 2025 was Leo Wealth LLC, an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2025.