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iShares Interest Rate Hedged Corporate Bond ETF (LQDH) Institutional Ownership

iShares Interest Rate Hedged Corporate Bond ETF logo
$91.68 +0.18 (+0.20%)
Closing price 05/22/2025 04:10 PM Eastern
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$91.50 -0.18 (-0.19%)
As of 08:30 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Interest Rate Hedged Corporate Bond ETF (NYSEARCA:LQDH)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$161.16M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$21.83M
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LQDH Institutional Buying and Selling by Quarter

iShares Interest Rate Hedged Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 McAdam LLC5,395$498K0.0%+81.5%0.110%
5/19/2025 Jane Street Group LLC32,600$3.01M0.0%+46.0%0.665%
5/15/2025 Royal Bank of Canada23,312$2.15M0.0%+6.2%0.476%
5/14/2025 CreativeOne Wealth LLC4,460$412K0.0%N/A0.091%
5/14/2025 WCG Wealth Advisors LLC21,427$1.98M0.2%+7.9%0.437%
5/13/2025 Heck Capital Advisors LLC27,703$2.56M0.3%N/A0.565%
5/13/2025 Anfield Capital Management LLC1,256$116K0.0%+40.0%0.026%
5/12/2025 Founders Financial Alliance LLC2,534$234K0.1%-12.3%0.052%
5/9/2025 Aquire Wealth Advisors LLC7,121$657K0.2%-40.2%0.145%
5/9/2025 Scotia Capital Inc.115,673$10.67M0.1%+0.1%2.361%
5/9/2025 PNC Financial Services Group Inc.982$91K0.0%+305.8%0.020%
5/8/2025 FSA Advisors Inc.2,586$239K0.2%N/A0.053%
5/7/2025 Foundations Investment Advisors LLC62,693$5.79M0.1%+2.7%1.279%
5/7/2025 LPL Financial LLC272,567$25.15M0.0%+10.0%5.563%
5/7/2025 Inspire Advisors LLC5,879$542K0.1%N/A0.120%
5/7/2025 Trilogy Capital Inc.12,606$1.16M0.1%-23.4%0.257%
5/6/2025 Assetmark Inc.228,454$21.08M0.1%+26.6%4.662%
5/6/2025 Cetera Investment Advisers10,532$972K0.0%+52.4%0.215%
5/6/2025 Avantax Advisory Services Inc.5,333$492K0.0%+3.8%0.109%
5/6/2025 Brookwood Investment Group LLC6,292$581K0.1%N/A0.128%
5/5/2025 OneAscent Financial Services LLC10,492$968K0.1%N/A0.214%
5/2/2025 Leo Wealth LLC97,466$8.99M1.3%-56.8%1.874%
5/2/2025 Red Wave Investments LLC23,814$2.20M0.8%-1.9%0.458%
5/2/2025 Sigma Planning Corp3,281$303K0.0%-5.3%0.063%
4/29/2025 Envestnet Asset Management Inc.214,183$19.76M0.0%+136.8%4.119%
4/29/2025 Bank of New York Mellon Corp22,688$2.09M0.0%+145.6%0.436%
4/29/2025 Capital Investment Advisory Services LLC101,778$9.39M0.8%+1.4%1.957%
4/28/2025 Able Wealth Management LLC11,715$1.08M0.6%+9.3%0.225%
4/28/2025 First Horizon Advisors Inc.872$81K0.0%+66.7%0.017%
4/25/2025 Ameritas Advisory Services LLC3,013$278K0.0%-42.5%0.058%
4/23/2025 Perigon Wealth Management LLC5,061$467K0.0%+79.7%0.097%
4/23/2025 Alpine Bank Wealth Management251,380$23.20M3.7%N/A4.834%
4/21/2025 ORG Partners LLC8,165$753K0.2%N/A0.157%
4/21/2025 Envestnet Portfolio Solutions Inc.8,153$752K0.0%+72.4%0.157%
4/17/2025 Janney Montgomery Scott LLC20,498$1.89M0.0%+3.0%0.394%
4/15/2025 Two West Capital Advisors LLC2,325$209K0.2%N/A0.045%
4/15/2025 Columbia Advisory Partners LLC37,515$3.46M3.0%+36.7%0.721%
4/14/2025 Park Avenue Securities LLC8,339$769K0.0%+138.4%0.160%
4/10/2025 Beacon Financial Group72,657$6.70M0.7%-15.2%1.242%
4/9/2025 Milestone Asset Management LLC412,838$38.09M8.1%+1,227.7%7.057%
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4/7/2025 AdvisorNet Financial Inc26,303$2.43M0.2%N/A0.450%
2/19/2025 WCG Wealth Advisors LLC19,860$1.84M0.1%+11.1%0.552%
2/17/2025 Vista Cima Wealth Management LLC2,380$221K0.2%N/A0.066%
2/17/2025TrinityPoint Wealth LLC6,759$627K0.1%-30.5%0.188%
2/17/2025 Cetera Investment Advisers6,911$641K0.0%-68.4%0.192%
2/17/2025 Citadel Advisors LLC29,630$2.75M0.0%+58.1%0.823%
2/17/2025 Bank of America Corp DE308,851$28.64M0.0%+1.6%8.579%
2/14/2025 Mercer Global Advisors Inc. ADV11,272$1.05M0.0%-18.9%0.313%
2/14/2025 Jane Street Group LLC22,327$2.07M0.0%-14.9%0.620%
2/14/2025 MML Investors Services LLC38,851$3.60M0.0%+42.9%1.079%
2/13/2025 Aquire Wealth Advisors LLC11,917$1.11M0.3%-8.9%0.331%
2/13/2025 Rockefeller Capital Management L.P.13,563$1.26M0.0%+10.2%0.377%
2/13/2025 Scotia Capital Inc.115,507$10.71M0.1%-0.8%3.209%
2/13/2025 Raymond James Financial Inc.27,999$2.60M0.0%N/A0.778%
2/13/2025 Bank of Montreal Can52,151$4.84M0.0%+0.7%1.449%
2/13/2025 Envestnet Asset Management Inc.90,442$8.39M0.0%-7.8%2.512%
2/13/2025 Smith Moore & CO.2,551$237K0.0%N/A0.071%
2/12/2025 Arete Wealth Advisors LLC3,798$352K0.0%N/A0.106%
2/12/2025 JPMorgan Chase & Co.2,540$236K0.0%+4.6%0.071%
2/11/2025 LPL Financial LLC247,776$22.98M0.0%+5.4%6.883%
2/11/2025 Guardian Partners Inc.3,619$336K0.0%N/A0.101%
2/10/2025 GWN Securities Inc.8,800$823K0.2%N/A0.244%
2/10/2025 Harbour Investments Inc.2,491$231K0.0%-18.5%0.069%
2/10/2025 Envestnet Portfolio Solutions Inc.4,729$439K0.0%-8.4%0.131%
2/10/2025 Commonwealth Equity Services LLC21,002$1.95M0.0%+24.2%0.583%
2/10/2025 Avantax Advisory Services Inc.5,138$476K0.0%+3.9%0.143%
2/7/2025 Destination Wealth Management789,027$73.17M2.3%+1.2%21.917%
2/6/2025 Raymond James Financial Inc.27,999$2.60M0.0%N/A0.778%
2/6/2025 Assetmark Inc.180,473$16.74M0.0%-0.7%5.013%
2/4/2025 Bank of New York Mellon Corp9,236$857K0.0%-10.9%0.257%
2/3/2025 Sigma Planning Corp3,463$321K0.0%-5.5%0.096%
2/3/2025 Red Wave Investments LLC24,265$2.25M0.8%-6.3%0.674%
2/3/2025 Able Wealth Management LLC10,722$994K0.7%-4.5%0.298%
1/31/2025 Atria Wealth Solutions Inc.3,032$281K0.0%N/A0.084%
1/31/2025 Truist Financial Corp12,325$1.14M0.0%+13.0%0.342%
1/31/2025Sanctuary Advisors LLC10,239$959K0.0%+38.8%0.284%
1/29/2025 Beacon Financial Group85,661$7.94M0.9%-12.5%2.379%
1/28/2025 Leo Wealth LLC225,694$20.93M1.9%+3.9%6.269%
1/27/2025 Trilogy Capital Inc.16,466$1.53M0.1%-5.9%0.457%
1/24/2025 McAdam LLC2,972$276K0.0%N/A0.083%
1/23/2025 Capital Investment Advisory Services LLC100,361$9.31M0.9%-0.6%2.788%
1/23/2025 Milestone Asset Management LLC31,094$2.88M0.6%N/A0.864%
1/22/2025 Perigon Wealth Management LLC2,817$262K0.0%N/A0.078%
1/22/2025 Foundations Investment Advisors LLC61,041$5.66M0.1%+25.9%1.696%
1/17/2025 Janney Montgomery Scott LLC19,893$1.85M0.0%+3.7%0.553%
1/16/2025 MassMutual Private Wealth & Trust FSB348$32K0.0%N/A0.010%
1/15/2025 Ameritas Advisory Services LLC5,243$486K0.0%-68.0%0.146%
1/15/2025 Wealthcare Advisory Partners LLC4,158$386K0.0%-24.0%0.116%
1/14/2025 Park Avenue Securities LLC3,498$324K0.0%+28.0%0.097%
1/13/2025 Columbia Advisory Partners LLC27,449$2.55M2.4%+26.0%0.762%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
12/26/2024 JPMorgan Chase & Co.2,428$226K0.0%+658.8%0.067%
11/25/2024 Destination Wealth Management779,632$72.55M2.2%+3.8%21.656%
11/25/2024Sanctuary Advisors LLC7,376$688K0.0%+86.1%0.205%
11/15/2024 MML Investors Services LLC27,192$2.53M0.0%+88.3%0.755%
11/15/2024 Jane Street Group LLC26,250$2.44M0.0%N/A0.729%
11/15/2024 Red Wave Investments LLC25,883$2.41M0.8%-6.8%0.719%
11/14/2024 Rockefeller Capital Management L.P.12,306$1.15M0.0%+1.9%0.342%
11/13/2024 Freedom Investment Management Inc.20,526$1.91M0.2%-6.2%0.570%
11/13/2024 Bank of Montreal Can51,777$4.82M0.0%+6.9%1.438%
11/12/2024 Centaurus Financial Inc.1,620$151K0.0%+31.7%0.045%
(Data available from 1/1/2016 forward)

LQDH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LQDH shares?

During the previous two years, 92 institutional investors and hedge funds held shares of iShares Interest Rate Hedged Corporate Bond ETF. The most heavily invested institutionals were Destination Wealth Management ($73.17M), Milestone Asset Management LLC ($38.09M), Bank of America Corp DE ($28.64M), LPL Financial LLC ($25.15M), Alpine Bank Wealth Management ($23.20M), Assetmark Inc. ($21.08M), and Envestnet Asset Management Inc. ($19.76M).Learn more on LQDH's institutional investors.

Which institutional investors have been buying iShares Interest Rate Hedged Corporate Bond ETF stock?

Of the 77 institutional investors that purchased iShares Interest Rate Hedged Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Milestone Asset Management LLC ($412.84K), Alpine Bank Wealth Management ($251.38K), Leo Wealth LLC ($222.77K), Assetmark Inc. ($192.11K), Envestnet Asset Management Inc. ($139.56K), Redhawk Wealth Advisors Inc. ($137.56K), and Beacon Financial Group ($123.37K).

How much institutional buying is happening at iShares Interest Rate Hedged Corporate Bond ETF?

Institutional investors have bought a total of 2,355,536 shares in the last 24 months. This purchase volume represents approximately $218.38M in transactions.

Which iShares Interest Rate Hedged Corporate Bond ETF major shareholders have been selling company stock?

Of the 36 institutional investors that sold iShares Interest Rate Hedged Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthcare Advisory Partners LLC ($212.09K), Leo Wealth LLC ($128.23K), Beacon Financial Group ($25.23K), Jane Street Group LLC ($25.18K), Red Wave Investments LLC ($22.68K), Cetera Investment Advisers ($14.93K), and Trilogy Capital Inc. ($14.90K).

How much institutional selling is happening at iShares Interest Rate Hedged Corporate Bond ETF?

Institutional investors have sold a total of 539,318 shares in the last 24 months. This volume of shares sold represents approximately $50.04M in transactions.


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This page (NYSEARCA:LQDH) was last updated on 5/23/2025 by MarketBeat.com Staff
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