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

iShares Interest Rate Hedged Corporate Bond ETF logo
$92.40 -0.12 (-0.13%)
Closing price 04:10 PM Eastern
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$90.16 -2.25 (-2.43%)
As of 07:30 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)
68
Total
Institutional Inflows
(last 12 months)
$70.22M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$40.94M
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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
9/23/2026Envestnet Asset Management Inc.113,395$10.56M0.0%-39.8%1.829%
9/9/2026Integrated Wealth Concepts LLC845$79K0.0%N/A0.015%
9/2/2026Citadel Advisors LLC18,102$1.69M0.0%-14.8%0.315%
7/10/2026Wealthcare Advisory Partners LLC4,092$381K0.0%-41.0%0.073%
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%
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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%
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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

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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%
11/13/2025Diversify Advisory Services LLC2,539$237K0.0%+16.1%0.045%
11/12/2025Insigneo Advisory Services LLC2,684$251K0.0%-32.2%0.048%


LQDH Institutional Ownership - Frequently Asked Questions

During the previous two years, 116 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), LPL Financial LLC ($36.77M), Bank of America Corp DE ($27.04M), Leo Wealth LLC ($24.50M), MML Investors Services LLC ($15.67M), UBS Group AG ($12.87M), and Scotia Capital Inc. ($12.45M).Learn more on iShares Interest Rate Hedged Corporate Bond ETF's institutional investors.

Of the 100 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), Destination Wealth Management ($106.74K), and Harbour Wealth Management Group Inc. ($104.45K).

Institutional investors have bought a total of 752,153 shares in the last 24 months. This purchase volume represents approximately $70.22M in transactions.

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: Assetmark Inc. ($77.44K), Envestnet Asset Management Inc. ($74.94K), JPMorgan Chase & Co. ($73.04K), Beacon Financial Group ($46.54K), Bank of New York Mellon Corp ($38.87K), Bank of America Corp DE ($38.03K), and Cetera Investment Advisers ($16.55K).

Institutional investors have sold a total of 440,056 shares in the last 24 months. This volume of shares sold represents approximately $40.94M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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