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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

113 hedge funds and large institutions have $379M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

11% more funds holding

Funds holding: 102 → 113 (+11)

5% more capital invested

Capital invested by funds: $360M → $379M (+$19.4M)

15.68% less ownership

Funds ownership: 70.54% → 54.86% (-16%)

Holders
113
Holders Change
+11
Holders Change %
+10.78%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
20
Increased
52
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWL
Leo Wealth LLC
Texas
+$14M
2
LPL Financial
LPL Financial
California
+$4.2M
3
TPWM
Twelve Points Wealth Management
Massachusetts
+$3.93M
4
DWM
Destination Wealth Management
California
+$3.25M
5
SAI
Savvy Advisors Inc
New York
+$2.93M

Top Sellers

1
SC
Scotia Capital
Ontario, Canada
-$11.3M
2
FIA
Foundations Investment Advisors
Arizona
-$5.34M
3
AF
Advisornet Financial
Minnesota
-$4.36M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.15M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
Destination Wealth Management
California
$83.3M +$3.25M +34,888 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.4M -$1.85M -19,834 -5%
LPL Financial
3
LPL Financial
California
$36.8M +$4.2M +45,039 +13%
Bank of America
4
Bank of America
North Carolina
$26.4M -$133K -1,429 -0.5%
LWL
5
Leo Wealth LLC
Texas
$24.5M +$14M +149,654 +133%
MML Investors Services
6
MML Investors Services
Massachusetts
$15.7M +$1.48M +15,878 +10%
UBS Group
7
UBS Group
Switzerland
$12.9M +$762K +8,178 +6%
CIAS
8
Capital Investment Advisory Services
North Carolina
$10.2M +$193K +2,071 +2%
Morgan Stanley
9
Morgan Stanley
New York
$9.29M +$1.82M +19,512 +24%
HWMG
10
Harbour Wealth Management Group
South Carolina
$8.96M +$8.95M +95,991 New
Raymond James Financial
11
Raymond James Financial
Florida
$7.14M +$288K +3,089 +4%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$5.35M +$190K +2,036 +4%
TPWM
13
Twelve Points Wealth Management
Massachusetts
$5.19M +$3.93M +42,133 +316%
OIA
14
OneDigital Investment Advisors
Kansas
$4.79M -$83.4K -895 -2%
BFG
15
Beacon Financial Group
Texas
$4.72M -$242K -2,595 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.34M +$718K +7,705 +20%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$4.09M +$684K +7,341 +20%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.84M -$1.01M -10,861 -21%
PCIA
19
Prime Capital Investment Advisors
Kansas
$3.76M +$611K +6,550 +19%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$3.22M +$437K +4,689 +16%
SAI
21
Savvy Advisors Inc
New York
$2.94M +$2.93M +31,455 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.89M +$403K +4,323 +16%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.61M +$255K +2,730 +11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.6M +$143K +1,530 +6%
UCFA
25
United Capital Financial Advisors
Texas
$2.38M +$17.6K +189 +0.7%
1
2 3 4 5

LQDH Hedge Fund Activity: Q4 2025 in Review

113 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q4 2025, worth a combined $379M — up 5.4% from $360M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LQDH positions and 9 closed out — a net gain of 11 holders — while 52 added to existing stakes and 30 trimmed.

The largest buyer was Leo Wealth LLC, adding an estimated $14M. The largest seller was Scotia Capital, cutting an estimated $11.3M.

  • 113 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q4 2025, up from 102 in Q3 2025.
  • Funds reported $379M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q4 2025, up 5.4% quarter-over-quarter.
  • 20 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q4 2025 and 9 closed out, a net change of +11 holders.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q4 2025 was Leo Wealth LLC, an estimated $14M added.
  • The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q4 2025 was Scotia Capital, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2025.