Free Trial
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free LQDH Stock Alerts

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

iShares Interest Rate Hedged Corporate Bond ETF logo
$92.65 +0.18 (+0.19%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Interest Rate Hedged Corporate Bond ETF (NYSEARCA:LQDH)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$133.04M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$116.84M
Get LQDH Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Interest Rate Hedged Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

LQDH Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp7,668$708K0.0%-83.5%0.141%
5/5/2026Sanctuary 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%
3/17/2026Rockefeller 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%
2/18/2026Beacon Pointe Advisors LLC16,071$1.50M0.0%+9.2%0.295%
2/17/2026Cetera Investment Advisers31,001$2.89M0.0%+16.2%0.569%
2/17/2026GeoWealth Management LLC3,163$295K0.0%+3.9%0.058%
2/17/2026Osaic Holdings Inc.41,175$3.84M0.0%-20.9%0.756%
2/17/2026Royal 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%
2/16/2026Destination Wealth Management892,414$83.31M2.2%+4.1%16.375%
2/13/2026 Kestra Advisory Services LLC1,279$119K0.0%N/A0.023%
2/13/2026Transamerica Financial Advisors LLC6,740$629K0.1%+8.5%0.124%
2/12/2026Jane Street Group LLC19,372$1.81M0.0%+24.3%0.355%
2/12/2026 Commonwealth Equity Services LLC2,917$272K0.0%N/A0.054%
2/12/2026Bank of Montreal Can57,341$5.35M0.0%+3.7%1.052%
2/12/2026Compass Capital Corp MA ADV2,686$250K0.1%N/A0.049%
2/12/2026Great 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%
2/11/2026GWN Securities Inc.7,244$676K0.1%-18.6%0.133%
2/11/2026LPL Financial LLC393,935$36.77M0.0%+12.9%7.228%
2/10/2026WCG 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%
2/10/2026Northwestern Mutual Wealth Management Co.24,358$2.27M0.0%+119.8%0.447%
2/6/2026Global Retirement Partners LLC16,437$1.53M0.0%+8.0%0.302%
2/6/2026Red Wave Investments LLC22,326$2.08M0.6%-1.9%0.410%
2/6/2026PNC 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%
2/2/2026FSA 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%
1/30/2026GC Wealth Management RIA LLC3,160$295K0.0%+3.9%0.056%
1/29/2026UBS Group AG137,825$12.87M0.0%+6.3%2.461%
1/29/2026Sanctuary 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%
1/28/2026Eagle 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%
1/23/2026Assetmark 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%
1/21/2026Capital Investment Advisory Services LLC109,515$10.22M0.7%+1.9%1.938%
1/21/2026Prime 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%
1/20/2026Savvy 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%
1/1/2026JPMorgan Chase & Co.18,368$1.72M0.0%-66.5%0.325%
11/18/2025Advisory Services Network LLC5,175$484K0.0%-2.4%0.092%
11/17/2025United Capital Financial Advisors LLC25,274$2.36M0.0%-1.6%0.447%
11/17/2025Susquehanna International Group LLP44,334$4.15M0.0%+30.8%0.785%
11/17/2025Northwestern Mutual Wealth Management Co.11,080$1.04M0.0%N/A0.196%
11/17/2025Mercer Global Advisors Inc. ADV3,873$362K0.0%-36.5%0.069%
11/17/2025Destination Wealth Management857,526$80.22M2.2%+4.1%15.177%
11/17/2025Bank of America Corp DE283,957$26.56M0.0%-11.8%5.026%
11/14/2025Raymond James Financial Inc.73,360$6.86M0.0%+104.3%1.298%
11/14/2025Scotia Capital Inc.133,048$12.45M0.1%+5.6%2.355%
11/14/2025Keebeck Wealth Management3,884$363K0.0%N/A0.069%
11/14/2025WCG Wealth Advisors LLC19,787$1.85M0.1%-0.7%0.350%
11/13/2025UBS Group AG129,647$12.13M0.0%+5.3%2.295%
11/13/2025 Diversify Advisory Services LLC2,539$237K0.0%+16.1%0.045%
11/12/2025Insigneo Advisory Services LLC2,684$251K0.0%-32.2%0.048%
11/12/2025FSA Advisors Inc.2,157$202K0.2%-27.4%0.038%
11/12/2025 Journey Strategic Wealth LLC2,283$214K0.0%N/A0.040%
11/10/2025OneDigital Investment Advisors LLC52,155$4.88M0.1%+11.5%0.923%
11/7/2025 Maridea Wealth Management LLC4,230$395K0.1%+25.1%0.075%
11/7/2025JPMorgan Chase & Co.18,368$1.72M0.0%-66.5%0.325%
11/7/2025PNC Financial Services Group Inc.1,712$160K0.0%+25.5%0.030%
11/6/2025Assetmark Inc.36,435$3.41M0.0%-53.9%0.645%
11/6/2025 Stratos Investment Management LLC8,939$836K0.0%N/A0.158%
11/6/2025 Oppenheimer & Co. Inc.2,295$215K0.0%N/A0.041%
11/5/2025Prime Capital Investment Advisors LLC33,713$3.15M0.0%+5.6%0.597%
11/5/2025Capital Investment Advisory Services LLC107,444$10.05M0.8%+5.2%1.902%
11/5/2025 Envestnet Asset Management Inc.431,504$40.37M0.0%+9.1%7.637%
11/3/2025Foundations Investment Advisors LLC57,057$5.34M0.1%+4.9%1.010%
11/3/2025 Truist Financial Corp15,760$1.47M0.0%+11.6%0.279%
10/29/2025McAdam LLC5,434$508K0.0%-12.8%0.099%
10/29/2025 Wealth Enhancement Advisory Services LLC29,754$2.78M0.0%+43.4%0.541%
10/27/2025GWN Securities Inc.8,897$835K0.2%-12.8%0.162%


LQDH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LQDH shares?

During the previous two years, 115 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 ($26.56M), 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.

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

Of the 103 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. ($356.88K), Leo Wealth LLC ($322.15K), Alpine Bank Wealth Management ($251.38K), Assetmark Inc. ($192.11K), Redhawk Wealth Advisors Inc. ($137.56K), and Destination Wealth Management ($115.84K).

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

Institutional investors have bought a total of 1,432,115 shares in the last 24 months. This purchase volume represents approximately $133.04M in transactions.

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

Of the 34 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: Milestone Asset Management LLC ($405.54K), Alpine Bank Wealth Management ($239.92K), Assetmark Inc. ($203.59K), Bank of America Corp DE ($79.44K), JPMorgan Chase & Co. ($73.04K), Beacon Financial Group ($66.08K), and GWN Securities Inc. ($40.20K).

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

Institutional investors have sold a total of 1,261,897 shares in the last 24 months. This volume of shares sold represents approximately $116.84M in transactions.


Related Companies

This page (NYSEARCA:LQDH) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel