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

iShares Interest Rate Hedged Corporate Bond ETF logo
$93.03
+0.07 (+0.08%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$86.02M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$7.01M
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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
11/1/2024Assetmark Inc.181,766$16.91M0.0%+382.9%5.049%
11/1/2024Able Wealth Management LLC11,232$1.05M0.8%-2.5%0.312%
10/31/2024 Trademark Financial Management LLC3,180$296K0.2%-54.0%0.088%
10/29/2024 Janney Montgomery Scott LLC19,183$1.79M0.0%+45.2%0.533%
10/22/2024 Leo Wealth LLC217,240$20.22M1.8%+4.6%6.034%
10/21/2024 Foundations Investment Advisors LLC48,487$4.51M0.1%+14.5%1.347%
10/21/2024 GFG Capital LLC25,942$2.41M0.6%N/A0.721%
10/21/2024 Trilogy Capital Inc.17,499$1.63M0.1%-3.0%0.486%
10/11/2024 Redhawk Wealth Advisors Inc.137,555$12.80M1.8%N/A3.821%
10/3/2024 Park Avenue Securities LLC2,732$254K0.0%N/A0.076%
9/23/2024Centaurus Financial Inc.1,230$114K0.0%N/A0.034%
9/5/2024Sanctuary Advisors LLC3,964$372K0.0%N/A0.110%
8/26/2024Founders Financial Alliance LLC2,938$273K0.1%-9.8%0.082%
8/21/2024Truist Financial Corp10,809$1.00M0.0%N/A0.300%
8/19/2024EP Wealth Advisors LLC3,559$331K0.0%N/A0.099%
8/14/2024Bank of Montreal Can48,445$4.56M0.0%+0.7%1.346%
8/12/2024WCG Wealth Advisors LLC17,021$1.58M0.1%+16.8%0.473%
8/12/2024Glass Jacobson Investment Advisors llc401$37K0.0%+152.2%0.011%
8/12/2024Mercer Global Advisors Inc. ADV14,386$1.34M0.0%+2.6%0.400%
8/9/2024Prime Capital Investment Advisors LLC32,306$3.00M0.0%-19.6%0.897%
8/8/2024Envestnet Asset Management Inc.28,183$2.62M0.0%+127.9%0.783%
8/2/2024 Foundations Investment Advisors LLC42,333$3.93M0.1%N/A1.176%
7/31/2024Anfield Capital Management LLC668$62K0.0%N/A0.019%
7/31/2024Commonwealth Equity Services LLC14,052$1.31M0.0%+37.8%0.390%
7/31/2024 Trademark Financial Management LLC6,919$643K0.5%+10.9%0.192%
7/29/2024 Ameritas Advisory Services LLC33,862$3.15M0.1%N/A0.941%
7/26/2024Harbour Investments Inc.3,058$284K0.0%-5.0%0.085%
7/25/2024Destination Wealth Management751,244$69.81M2.3%+1.2%20.868%
7/19/2024 KFG Wealth Management LLC57,741$5.37M2.1%+6.6%1.604%
7/16/2024Great Valley Advisor Group Inc.4,085$380K0.0%N/A0.113%
7/12/2024 Cliftonlarsonallen Wealth Advisors LLC10,814$1.01M0.0%-2.8%0.300%
5/16/2024Jane Street Group LLC73,342$6.90M0.0%-22.5%2.037%
5/11/2024Jacobi Capital Management LLC3,997$376K0.0%+26.7%0.116%
5/9/2024 Leo Wealth LLC204,848$19.26M2.0%+5.9%5.938%
5/8/2024Avantax Advisory Services Inc.5,015$472K0.0%+41.3%0.145%
5/8/2024 Trademark Financial Management LLC6,239$587K0.5%+22.6%0.181%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC11,123$1.05M0.0%-13.1%0.322%
5/1/2024 Janney Montgomery Scott LLC14,131$1.33M0.0%N/A0.410%
4/30/2024Commonwealth Equity Services LLC10,199$959K0.0%-16.9%0.296%
4/25/2024 Capital Investment Advisory Services LLC57,548$5.41M0.6%+106.3%1.693%
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4/22/2024 Outlook Wealth Advisors LLC5,861$551K0.2%+31.4%0.172%
4/19/2024 KFG Wealth Management LLC54,180$5.10M2.1%-1.7%1.594%
4/17/2024 Trilogy Capital Inc.23,150$2.18M0.1%-19.2%0.681%
3/14/2024 Leo Wealth LLC193,518$18.04M1.9%N/A6.560%
2/23/2024Beacon Financial Group123,373$11.48M1.4%N/A4.182%
2/20/2024Able Wealth Management LLC8,448$786K0.7%N/A0.286%
2/13/2024 Trademark Financial Management LLC5,089$474K0.3%N/A0.173%
2/12/2024Scotia Capital Inc.55,554$5.17M0.0%+1.9%1.883%
2/9/2024Founders Financial Alliance LLC3,263$304K0.1%-18.4%0.111%
2/8/2024TrinityPoint Wealth LLC10,175$947K0.2%-13.8%0.345%
2/8/2024Guardian Capital Advisors LP2,504$233K0.0%-13.0%0.085%
2/7/2024 Cary Street Partners Investment Advisory LLC5,642$540K0.0%+1,179.4%0.191%
2/6/2024Wealthcare Advisory Partners LLC12,330$1.15M0.0%-10.5%0.418%
2/6/2024 Signature Resources Capital Management LLC510$47K0.0%N/A0.017%
2/5/2024 Cary Street Partners Investment Advisory LLC5,642$540K0.2%+1,179.4%0.191%
2/5/2024Red Wave Investments LLC32,144$2.99M1.2%-26.7%1.090%
2/1/2024 Capital Investment Advisory Services LLC27,897$2.60M0.2%+6.3%0.946%
1/31/2024 KFG Wealth Management LLC55,144$5.13M2.3%+9.4%1.869%
1/29/2024 Outlook Wealth Advisors LLC4,459$415K0.1%N/A0.151%
1/24/2024Prime Capital Investment Advisors LLC4,274$398K0.0%+54.1%0.145%
1/19/2024 Sharkey Howes & Javer15,629$1.46M0.3%N/A0.530%
1/12/2024 Trilogy Capital Inc.28,639$2.67M0.2%-9.0%0.971%
11/15/2023Scotia Capital Inc.54,543$5.05M0.0%+6.9%1.849%
11/13/2023Jacobi Capital Management LLC2,863$265K0.0%N/A0.097%
11/13/2023LPL Financial LLC145,578$13.47M0.0%-1.9%4.935%
11/13/2023WCG Wealth Advisors LLC13,352$1.26M0.1%-2.0%0.453%
11/9/2023Prime Capital Investment Advisors LLC2,773$257K0.0%N/A0.094%
11/9/2023UBS Group AG31,431$2.91M0.0%-8.5%1.065%
11/8/2023Avantax Advisory Services Inc.3,477$322K0.0%N/A0.118%
11/7/2023Red Wave Investments LLC43,852$4.06M1.7%-11.4%1.487%
11/3/2023 Private Advisor Group LLC4,034$373K0.0%+44.4%0.137%
11/2/2023 Capital Investment Advisory Services LLC26,246$2.43M0.2%+71.3%0.890%
10/17/2023 KFG Wealth Management LLC50,406$4.67M2.5%-0.9%1.709%
10/16/2023 Trilogy Capital Inc.31,488$2.91M0.2%+0.6%1.067%
10/13/2023 Cliftonlarsonallen Wealth Advisors LLC15,919$1.47M0.0%-8.8%0.540%
10/12/2023Wealthcare Advisory Partners LLC13,783$1.28M0.1%-1.1%0.467%
8/14/2023Gallagher Fiduciary Advisors LLC78,839$7.33M0.6%+0.2%2.673%
8/14/2023Eqis Capital Management Inc.27,212$2.53M0.3%+5.7%0.922%
8/10/2023Cetera Advisors LLC2,359$219K0.0%-46.7%0.080%
8/7/2023Red Wave Investments LLC49,475$4.60M1.9%-2.8%1.677%
8/7/2023TrinityPoint Wealth LLC14,125$1.31M0.3%+2.7%0.479%
8/4/2023Atria Investments Inc51,423$4.78M0.1%-2.2%1.743%
8/3/2023AlphaStar Capital Management LLC9,906$921K0.1%N/A0.336%
8/3/2023Scotia Capital Inc.51,006$4.74M0.0%+3.4%1.729%
8/3/2023WealthShield Partners LLC3,863$359K0.1%-73.9%0.131%
8/2/2023Bank of Montreal Can43,033$4M0.0%N/A1.459%
8/2/2023 Synergy Asset Management LLC93,834$8.72M2.2%N/A3.181%
7/31/2023LPL Financial LLC148,395$13.79M0.0%-7.0%5.030%
7/28/2023 Capital Investment Advisory Services LLC15,323$1.42M0.1%+23.2%0.519%
7/25/2023Leo Brokerage LLC187,357$17.39M2.0%+2.7%5.855%
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7/24/2023 Trilogy Capital Inc.31,287$2.91M0.2%-3.5%0.978%
7/20/2023Acorn Financial Advisory Services Inc. ADV3,255$303K0.1%-18.9%0.102%
7/18/2023 KFG Wealth Management LLC50,889$4.73M2.8%+1.9%1.590%
7/17/2023Wealthcare Advisory Partners LLC13,936$1.30M0.1%-93.8%0.436%
7/14/2023 Cliftonlarsonallen Wealth Advisors LLC17,448$1.62M0.0%-4.7%0.545%
7/11/2023 Brookstone Capital Management2,763$255K0.0%-17.7%0.086%
5/16/2023Gallagher Fiduciary Advisors LLC78,685$7.21M0.6%N/A2.248%
5/11/2023Scotia Capital Inc.49,315$4.52M0.0%-3.7%1.409%
5/10/2023Atria Investments Inc52,573$4.82M0.1%-36.1%1.502%
5/10/2023Condor Capital Management51,678$4.74M0.6%+3.6%1.477%
(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, 94 institutional investors and hedge funds held shares of iShares Interest Rate Hedged Corporate Bond ETF. The most heavily invested institutionals were Destination Wealth Management ($69.81M), Leo Wealth LLC ($20.22M), Leo Brokerage LLC ($17.39M), Assetmark Inc. ($16.91M), LPL Financial LLC ($13.47M), Astor Investment Management LLC ($13.44M), and Redhawk Wealth Advisors Inc. ($12.80M).Learn more on LQDH's institutional investors.

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

Of the 61 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: Assetmark Inc. ($275.64K), Leo Wealth LLC ($214.32K), Leo Brokerage LLC ($187.36K), Redhawk Wealth Advisors Inc. ($137.56K), Beacon Financial Group ($123.37K), Synergy Asset Management LLC ($93.83K), and Gallagher Benefit Services Inc. ($82.93K).

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

Institutional investors have bought a total of 1,913,956 shares in the last 24 months. This purchase volume represents approximately $176.35M in transactions.

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

Of the 54 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: Cliftonlarsonallen Wealth Advisors LLC ($563.03K), Astor Investment Management LLC ($344.17K), Envestnet Asset Management Inc. ($255.49K), AE Wealth Management LLC ($219.19K), Wealthcare Advisory Partners LLC ($213.66K), Atria Investments Inc ($140.96K), and WealthShield Partners LLC ($108.88K).

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

Institutional investors have sold a total of 2,554,736 shares in the last 24 months. This volume of shares sold represents approximately $232.48M in transactions.


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This page (NYSEARCA:LQDH) was last updated on 11/2/2024 by MarketBeat.com Staff
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