iShares Interest Rate Hedged Corporate Bond ETF
LQDH
102 hedge funds and large institutions have $307M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 21 closing their positions.
6.65% more ownership
Funds ownership: 54.86% → 61.51% (+6.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less funds holding
Funds holding: 113 → 102 (-11)
19% less capital invested
Capital invested by funds: $379M → $307M (-$72.3M)
38% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 21
45% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.56M |
| 3 |
TPWM
Twelve Points Wealth Management
Concord,
Massachusetts
|
+$5.37M |
| 4 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
+$4.45M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$23.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.8M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$9.78M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$8.03M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$4.79M |
LQDH Hedge Fund Activity: Q1 2026 in Review
102 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) for Q1 2026, worth a combined $307M — down 19% from $379M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of LQDH and 13 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 27 added.
The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Leo Wealth LLC, cutting an estimated $23.5M.
- 102 institutional investors held iShares Interest Rate Hedged Corporate Bond ETF (LQDH) as of Q1 2026, down from 113 in Q4 2025.
- Funds reported $307M of iShares Interest Rate Hedged Corporate Bond ETF stock for Q1 2026, down 19% quarter-over-quarter.
- 13 funds opened new iShares Interest Rate Hedged Corporate Bond ETF positions in Q1 2026 and 21 closed out, a net change of -8 holders.
- The largest iShares Interest Rate Hedged Corporate Bond ETF buyer in Q1 2026 was Morgan Stanley, an estimated $11.4M added.
- The largest iShares Interest Rate Hedged Corporate Bond ETF seller in Q1 2026 was Leo Wealth LLC, an estimated $23.5M sold.
Based on aggregated 13F filings for Q1 2026.