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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
+$14M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.2M |
| 3 |
TPWM
Twelve Points Wealth Management
Concord,
Massachusetts
|
+$3.93M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$3.25M |
| 5 |
SAI
Savvy Advisors Inc
New York
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$11.3M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$5.34M |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$4.36M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.15M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.85M |
LQDH Hedge Fund Activity: Q4 2025 in Review
113 of the 8,270 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.