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

iShares Interest Rate Hedged Corporate Bond ETF logo
$92.90 -0.22 (-0.24%)
Closing price 04:10 PM Eastern
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$90.59 -2.31 (-2.49%)
As of 04:15 PM 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)
69
Total
Institutional Inflows
(last 12 months)
$71.49M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$35.50M
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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
9/9/2026 Integrated Wealth Concepts LLC845$79K0.0%N/A0.015%
9/2/2026 Citadel Advisors LLC18,102$1.69M0.0%-14.8%0.315%
7/10/2026 Wealthcare Advisory Partners LLC4,092$381K0.0%-41.0%0.073%
6/23/2026 MTM Financial Group LLC6,025$556K0.3%-11.2%0.111%
5/20/2026 Cadia Private Client LLC2,412$223K0.2%N/A0.044%
5/19/2026 Western Wealth Management LLC1,025$95K0.0%N/A0.019%
5/19/2026 Bank of America Corp DE292,864$27.04M0.0%+3.7%5.374%
5/18/2026 Guardian Partners Inc.3,481$322K0.0%-6.6%0.064%
5/18/2026 Royal Bank of Canada26,867$2.48M0.0%-3.8%0.493%
5/14/2026 Keebeck Wealth Management2,688$248K0.0%-55.3%0.049%
5/13/2026 Cetera Investment Advisers14,451$1.33M0.0%-53.4%0.265%
5/13/2026 Signature Equity Partners LLC491$45K0.0%+58.4%0.009%
5/8/2026 PNC Financial Services Group Inc.840$78K0.0%-58.0%0.015%
5/6/2026 FSA Advisors Inc.2,373$219K0.1%-6.6%0.044%
5/6/2026 Assetmark Inc.1,575$145K0.0%-93.7%0.029%
5/6/2026 Independent Financial Group LLC6,244$577K0.0%N/A0.115%
5/5/2026 Bank of New York Mellon Corp7,668$708K0.0%-83.5%0.141%
5/5/2026 Sanctuary Advisors LLC11,063$1.02M0.0%-47.4%0.203%
5/4/2026 Lifeworks Advisors LLC2,346$217K0.0%N/A0.043%
5/2/2026 Diversify Wealth Management LLC2,330$216K0.0%N/A0.043%
4/30/2026 Beacon Financial Group3,984$368K0.0%-92.1%0.073%
4/28/2026 Bogart Wealth LLC1,500$139K0.0%N/A0.028%
4/28/2026 NBT Bank N A NY410$38K0.0%+340.9%0.008%
4/27/2026 Private Advisor Group LLC2,766$255K0.0%+13.8%0.051%
4/25/2026 Able Wealth Management LLC8,153$753K0.2%-48.3%0.150%
4/24/2026 Columbia Advisory Partners LLC18,784$1.73M1.1%-10.9%0.345%
4/22/2026 Trilogy Capital Inc.7,356$679K0.0%-2.6%0.136%
4/21/2026 Maridea Wealth Management LLC3,810$352K0.1%-9.5%0.071%
4/17/2026 AdvisorNet Financial Inc2,008$185K0.0%-31.7%0.037%
4/17/2026 Harbour Wealth Management Group Inc.104,447$9.65M7.3%+8.8%1.934%
3/17/2026 Rockefeller Capital Management L.P.43,768$4.09M0.0%+20.2%0.803%
2/19/2026 Harbour Wealth Management Group Inc.95,991$8.96M7.0%N/A1.761%
2/18/2026 Beacon Pointe Advisors LLC16,071$1.50M0.0%+9.2%0.295%
2/17/2026 Cetera Investment Advisers31,001$2.89M0.0%+16.2%0.569%
2/17/2026 GeoWealth Management LLC3,163$295K0.0%+3.9%0.058%
2/17/2026 Osaic Holdings Inc.41,175$3.84M0.0%-20.9%0.756%
2/17/2026 Royal Bank of Canada27,919$2.61M0.0%+5.8%0.512%
2/16/2026 MML Investors Services LLC167,831$15.67M0.0%+10.4%3.079%
2/16/2026 Destination Wealth Management892,414$83.31M2.2%+4.1%16.375%
2/13/2026 Kestra Advisory Services LLC1,279$119K0.0%N/A0.023%
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2/13/2026 Transamerica Financial Advisors LLC6,740$629K0.1%+8.5%0.124%
2/12/2026 Jane Street Group LLC19,372$1.81M0.0%+24.3%0.355%
2/12/2026 Commonwealth Equity Services LLC2,917$272K0.0%N/A0.054%
2/12/2026 Bank of Montreal Can57,341$5.35M0.0%+3.7%1.052%
2/12/2026 Compass Capital Corp MA ADV2,686$250K0.1%N/A0.049%
2/12/2026 Great Valley Advisor Group Inc.2,660$248K0.0%-5.7%0.049%
2/11/2026 Janney Montgomery Scott LLC27,967$2.61M0.0%+10.8%0.513%
2/11/2026 GWN Securities Inc.7,244$676K0.1%-18.6%0.133%
2/11/2026 LPL Financial LLC393,935$36.77M0.0%+12.9%7.228%
2/10/2026 WCG Wealth Advisors LLC20,161$1.88M0.1%+1.9%0.370%
2/10/2026 Spectrum Planning & Advisory Services Inc.4,950$462K0.2%N/A0.091%
2/10/2026 Northwestern Mutual Wealth Management Co.24,358$2.27M0.0%+119.8%0.447%
2/6/2026 Global Retirement Partners LLC16,437$1.53M0.0%+8.0%0.302%
2/6/2026 Red Wave Investments LLC22,326$2.08M0.6%-1.9%0.410%
2/6/2026 PNC Financial Services Group Inc.2,002$187K0.0%+16.9%0.037%
2/6/2026 Envestnet Portfolio Solutions Inc.10,282$960K0.0%+2.5%0.189%
2/2/2026 Truist Financial Corp16,563$1.55M0.0%+5.1%0.301%
2/2/2026 FSA Advisors Inc.2,542$237K0.0%+17.8%0.046%
2/2/2026 Oppenheimer & Co. Inc.4,483$418K0.0%+95.3%0.082%
1/30/2026 Sigma Planning Corp3,199$299K0.0%-10.9%0.057%
1/30/2026 GC Wealth Management RIA LLC3,160$295K0.0%+3.9%0.056%
1/29/2026 UBS Group AG137,825$12.87M0.0%+6.3%2.461%
1/29/2026 Sanctuary Advisors LLC21,024$1.96M0.0%+19.8%0.375%
1/28/2026 Milestone Asset Management LLC11,126$1.04M0.2%+21.8%0.199%
1/28/2026 Eagle Global Advisors LLC3,530$330K0.0%N/A0.063%
1/27/2026 Able Wealth Management LLC15,784$1.47M0.5%+1.0%0.282%
1/26/2026 Harbor Asset Planning Inc.450$42K0.0%N/A0.008%
1/23/2026 Assetmark Inc.24,869$2.32M0.0%-31.7%0.440%
1/23/2026 Twelve Points Wealth Management LLC55,452$5.19M1.2%+316.3%0.981%
1/23/2026 Diversify Advisory Services LLC2,345$220K0.0%-7.6%0.042%
1/22/2026 Trilogy Capital Inc.7,551$705K0.0%-8.1%0.134%
1/22/2026 Columbia Advisory Partners LLC21,088$1.97M1.3%-25.9%0.373%
1/21/2026 Capital Investment Advisory Services LLC109,515$10.22M0.7%+1.9%1.938%
1/21/2026 Prime Capital Investment Advisors LLC40,263$3.76M0.0%+19.4%0.713%
1/21/2026Leo Wealth LLC262,375$24.50M1.8%+132.8%4.644%
1/20/2026 Savvy Advisors Inc.31,455$2.94M0.1%N/A0.538%
1/16/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,444$228K0.0%N/A0.042%
1/15/2026 Alpine Bank Wealth Management11,465$1.07M0.2%-22.1%0.196%
1/14/2026 Spire Wealth Management283$26K0.0%+784.4%0.005%
1/14/2026 Wealthcare Advisory Partners LLC5,178$483K0.0%+13.1%0.089%
1/13/2026 Two West Capital Advisors LLC5,074$474K0.3%+8.8%0.087%
1/12/2026 ONE Advisory Partners LLC2,419$226K0.1%N/A0.042%
1/8/2026 Wealth Enhancement Advisory Services LLC34,443$3.22M0.0%+15.8%0.594%
1/5/2026 Park Avenue Securities LLC21,352$1.99M0.0%+12.1%0.344%
1/1/2026 JPMorgan Chase & Co.18,368$1.72M0.0%-66.5%0.325%
11/18/2025 Advisory Services Network LLC5,175$484K0.0%-2.4%0.092%
11/17/2025 United Capital Financial Advisors LLC25,274$2.36M0.0%-1.6%0.447%
11/17/2025 Susquehanna International Group LLP44,334$4.15M0.0%+30.8%0.785%
11/17/2025 Northwestern Mutual Wealth Management Co.11,080$1.04M0.0%N/A0.196%
11/17/2025 Mercer Global Advisors Inc. ADV3,873$362K0.0%-36.5%0.069%
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11/17/2025 Destination Wealth Management857,526$80.22M2.2%+4.1%15.177%
11/17/2025 Bank of America Corp DE283,957$26.56M0.0%-11.8%5.026%
11/14/2025 Raymond James Financial Inc.73,360$6.86M0.0%+104.3%1.298%
11/14/2025 Scotia Capital Inc.133,048$12.45M0.1%+5.6%2.355%
11/14/2025 Keebeck Wealth Management3,884$363K0.0%N/A0.069%
11/14/2025 WCG Wealth Advisors LLC19,787$1.85M0.1%-0.7%0.350%
11/13/2025 UBS Group AG129,647$12.13M0.0%+5.3%2.295%
11/13/2025 Diversify Advisory Services LLC2,539$237K0.0%+16.1%0.045%
11/12/2025 Insigneo Advisory Services LLC2,684$251K0.0%-32.2%0.048%
11/12/2025 FSA Advisors Inc.2,157$202K0.2%-27.4%0.038%


LQDH Institutional Ownership - Frequently Asked Questions

During the previous two years, 117 institutional investors and hedge funds held shares of iShares Interest Rate Hedged Corporate Bond ETF. The most heavily invested institutionals were Destination Wealth Management ($83.31M), Envestnet Asset Management Inc. ($40.37M), LPL Financial LLC ($36.77M), Bank of America Corp DE ($27.04M), Leo Wealth LLC ($24.50M), MML Investors Services LLC ($15.67M), and UBS Group AG ($12.87M).Learn more on iShares Interest Rate Hedged Corporate Bond ETF's institutional investors.

Of the 101 institutional investors that purchased iShares Interest Rate Hedged Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Milestone Asset Management LLC ($416.67K), Envestnet Asset Management Inc. ($341.06K), Leo Wealth LLC ($310.82K), Alpine Bank Wealth Management ($251.38K), Assetmark Inc. ($192.11K), Redhawk Wealth Advisors Inc. ($137.56K), and Destination Wealth Management ($106.74K).

Institutional investors have bought a total of 765,713 shares in the last 24 months. This purchase volume represents approximately $71.49M in transactions.

Of the 33 institutional investors that sold iShares Interest Rate Hedged Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($77.44K), JPMorgan Chase & Co. ($73.04K), Beacon Financial Group ($62.97K), Bank of New York Mellon Corp ($38.87K), Bank of America Corp DE ($38.03K), Cetera Investment Advisers ($16.55K), and Columbia Advisory Partners LLC ($13.13K).

Institutional investors have sold a total of 381,540 shares in the last 24 months. This volume of shares sold represents approximately $35.50M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:LQDH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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