Go Pro
→ PH: Do THESE 4 things to your bank account now … (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
$92.87 0.00 (0.00%)
As of 07/2/2026 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)
78
Total
Institutional Inflows
(last 12 months)
$121.77M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$120.31M
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
6/23/2026MTM Financial Group LLC6,025$556K0.3%-11.2%0.111%
5/20/2026Cadia Private Client LLC2,412$223K0.2%N/A0.044%
5/19/2026Western Wealth Management LLC1,025$95K0.0%N/A0.019%
5/19/2026Bank of America Corp DE292,864$27.04M0.0%+3.7%5.374%
5/18/2026Guardian Partners Inc.3,481$322K0.0%-6.6%0.064%
5/18/2026Royal Bank of Canada26,867$2.48M0.0%-3.8%0.493%
5/14/2026Keebeck Wealth Management2,688$248K0.0%-55.3%0.049%
5/13/2026Cetera Investment Advisers14,451$1.33M0.0%-53.4%0.265%
5/13/2026Signature Equity Partners LLC491$45K0.0%+58.4%0.009%
5/8/2026PNC Financial Services Group Inc.840$78K0.0%-58.0%0.015%
5/6/2026FSA Advisors Inc.2,373$219K0.1%-6.6%0.044%
5/6/2026Assetmark Inc.1,575$145K0.0%-93.7%0.029%
5/6/2026Independent Financial Group LLC6,244$577K0.0%N/A0.115%
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%
5/4/2026Lifeworks Advisors LLC2,346$217K0.0%N/A0.043%
5/2/2026Diversify Wealth Management LLC2,330$216K0.0%N/A0.043%
4/30/2026Beacon Financial Group3,984$368K0.0%-92.1%0.073%
4/28/2026Bogart Wealth LLC1,500$139K0.0%N/A0.028%
4/28/2026NBT Bank N A NY410$38K0.0%+340.9%0.008%
4/27/2026Private Advisor Group LLC2,766$255K0.0%+13.8%0.051%
4/25/2026Able Wealth Management LLC8,153$753K0.2%-48.3%0.150%
4/24/2026Columbia Advisory Partners LLC18,784$1.73M1.1%-10.9%0.345%
4/22/2026Trilogy Capital Inc.7,356$679K0.0%-2.6%0.136%
4/21/2026Maridea Wealth Management LLC3,810$352K0.1%-9.5%0.071%
4/17/2026AdvisorNet Financial Inc2,008$185K0.0%-31.7%0.037%
4/17/2026Harbour 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%
2/19/2026Harbour 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%
2/16/2026MML Investors Services LLC167,831$15.67M0.0%+10.4%3.079%
2/16/2026Destination Wealth Management892,414$83.31M2.2%+4.1%16.375%
2/13/2026Kestra 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%
2/12/2026Commonwealth Equity Services LLC2,917$272K0.0%N/A0.054%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
2/11/2026Janney 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%
2/10/2026Spectrum 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%
2/6/2026Envestnet Portfolio Solutions Inc.10,282$960K0.0%+2.5%0.189%
2/2/2026Truist Financial Corp16,563$1.55M0.0%+5.1%0.301%
2/2/2026FSA Advisors Inc.2,542$237K0.0%+17.8%0.046%
2/2/2026Oppenheimer & Co. Inc.4,483$418K0.0%+95.3%0.082%
1/30/2026Sigma 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%
1/28/2026Milestone Asset Management LLC11,126$1.04M0.2%+21.8%0.199%
1/28/2026Eagle Global Advisors LLC3,530$330K0.0%N/A0.063%
1/27/2026Able Wealth Management LLC15,784$1.47M0.5%+1.0%0.282%
1/26/2026Harbor Asset Planning Inc.450$42K0.0%N/A0.008%
1/23/2026Assetmark Inc.24,869$2.32M0.0%-31.7%0.440%
1/23/2026Twelve Points Wealth Management LLC55,452$5.19M1.2%+316.3%0.981%
1/23/2026Diversify Advisory Services LLC2,345$220K0.0%-7.6%0.042%
1/22/2026Trilogy Capital Inc.7,551$705K0.0%-8.1%0.134%
1/22/2026Columbia 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%
1/16/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,444$228K0.0%N/A0.042%
1/15/2026Alpine Bank Wealth Management11,465$1.07M0.2%-22.1%0.196%
1/14/2026Spire Wealth Management283$26K0.0%+784.4%0.005%
1/14/2026Wealthcare Advisory Partners LLC5,178$483K0.0%+13.1%0.089%
1/13/2026Two West Capital Advisors LLC5,074$474K0.3%+8.8%0.087%
1/12/2026ONE Advisory Partners LLC2,419$226K0.1%N/A0.042%
1/8/2026Wealth Enhancement Advisory Services LLC34,443$3.22M0.0%+15.8%0.594%
1/5/2026Park 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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%
11/13/2025Diversify 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%
11/12/2025Journey Strategic Wealth LLC2,283$214K0.0%N/A0.040%
11/10/2025OneDigital Investment Advisors LLC52,155$4.88M0.1%+11.5%0.923%
11/7/2025Maridea Wealth Management LLC4,230$395K0.1%+25.1%0.075%


LQDH Institutional Ownership - Frequently Asked Questions

During the previous two years, 119 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 106 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 ($310.82K), Alpine Bank Wealth Management ($251.38K), Assetmark Inc. ($192.11K), Redhawk Wealth Advisors Inc. ($137.56K), and Destination Wealth Management ($115.84K).

Institutional investors have bought a total of 1,309,904 shares in the last 24 months. This purchase volume represents approximately $121.77M in transactions.

Of the 38 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. ($226.88K), Bank of America Corp DE ($79.44K), JPMorgan Chase & Co. ($73.04K), Beacon Financial Group ($66.08K), and GWN Securities Inc. ($40.20K).

Institutional investors have sold a total of 1,299,448 shares in the last 24 months. This volume of shares sold represents approximately $120.31M in transactions.


Related Companies

This page (NYSEARCA:LQDH) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel