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

iShares Interest Rate Hedged Corporate Bond ETF logo
$92.86 -0.19 (-0.20%)
Closing price 08/1/2025 04:10 PM Eastern
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$92.85 -0.01 (-0.01%)
As of 08/1/2025 04:10 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)
66
Total
Institutional Inflows
(last 12 months)
$188.68M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$48.57M
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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
8/1/2025 FSA Advisors Inc.2,973$275K0.2%+15.0%0.056%
8/1/2025 GWN Securities Inc.10,204$944K0.2%-78.5%0.193%
8/1/2025 Envestnet Asset Management Inc.395,512$36.55M0.0%+84.7%7.462%
7/29/2025 Two West Capital Advisors LLC4,563$425K0.3%+96.3%0.086%
7/25/2025 Envestnet Portfolio Solutions Inc.10,112$934K0.0%+24.0%0.191%
7/24/2025 Leo Wealth LLC240,710$22.26M1.7%+147.0%4.542%
7/24/2025 Columbia Advisory Partners LLC31,910$2.95M2.2%-14.9%0.602%
7/23/2025 SteelPeak Wealth LLC2,419$224K0.0%N/A0.046%
7/23/2025 Prime Capital Investment Advisors LLC31,915$2.95M0.0%-17.8%0.602%
7/22/2025 Wealthcare Advisory Partners LLC4,513$417K0.0%+8.4%0.085%
7/21/2025 Ameritas Advisory Services LLC2,469$228K0.0%-18.1%0.047%
7/18/2025 Trilogy Capital Inc.9,875$912K0.0%-21.7%0.186%
7/18/2025 Truist Financial Corp14,116$1.30M0.0%-2.6%0.266%
7/17/2025 Janney Montgomery Scott LLC24,253$2.24M0.0%+18.3%0.458%
7/17/2025 GC Wealth Management RIA LLC2,959$273K0.0%+32.2%0.056%
7/17/2025 Alpine Bank Wealth Management18,055$1.67M0.3%-92.8%0.341%
7/16/2025 Twelve Points Wealth Management LLC6,068$561K0.2%N/A0.114%
7/16/2025 ORG Partners LLC16,291$1.51M0.3%+99.5%0.307%
7/16/2025 Perigon Wealth Management LLC7,897$730K0.0%+56.0%0.149%
7/16/2025 Maridea Wealth Management LLC3,380$312K0.1%N/A0.064%
7/15/2025 McAdam LLC6,232$576K0.0%+15.5%0.118%
7/14/2025 AdvisorNet Financial Inc36,163$3.34M0.2%+37.5%0.682%
7/14/2025 Park Avenue Securities LLC16,305$1.51M0.0%+95.5%0.308%
7/10/2025 Wealth Enhancement Advisory Services LLC20,755$1.92M0.0%N/A0.392%
7/9/2025 Beacon Financial Group69,544$6.43M0.7%-4.3%1.312%
5/28/2025Vista Cima Wealth Management LLC2,734$252K0.2%+14.9%0.056%
5/21/2025 McAdam LLC5,395$498K0.0%+81.5%0.110%
5/19/2025Jane Street Group LLC32,600$3.01M0.0%+46.0%0.665%
5/15/2025Royal Bank of Canada23,312$2.15M0.0%+6.2%0.476%
5/14/2025CreativeOne Wealth LLC4,460$412K0.0%N/A0.091%
5/14/2025WCG Wealth Advisors LLC21,427$1.98M0.2%+7.9%0.437%
5/13/2025 Heck Capital Advisors LLC27,703$2.56M0.3%N/A0.565%
5/13/2025Anfield Capital Management LLC1,256$116K0.0%+40.0%0.026%
5/12/2025Founders Financial Alliance LLC2,534$234K0.1%-12.3%0.052%
5/9/2025 Aquire Wealth Advisors LLC7,121$657K0.2%-40.2%0.145%
5/9/2025Scotia Capital Inc.115,673$10.67M0.1%+0.1%2.361%
5/9/2025PNC Financial Services Group Inc.982$91K0.0%+305.8%0.020%
5/8/2025 FSA Advisors Inc.2,586$239K0.2%N/A0.053%
5/7/2025Foundations Investment Advisors LLC62,693$5.79M0.1%+2.7%1.279%
5/7/2025LPL Financial LLC272,567$25.15M0.0%+10.0%5.563%
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5/7/2025Inspire Advisors LLC5,879$542K0.1%N/A0.120%
5/7/2025 Trilogy Capital Inc.12,606$1.16M0.1%-23.4%0.257%
5/6/2025Assetmark Inc.228,454$21.08M0.1%+26.6%4.662%
5/6/2025Cetera Investment Advisers10,532$972K0.0%+52.4%0.215%
5/6/2025Avantax Advisory Services Inc.5,333$492K0.0%+3.8%0.109%
5/6/2025 Brookwood Investment Group LLC6,292$581K0.1%N/A0.128%
5/5/2025OneAscent Financial Services LLC10,492$968K0.1%N/A0.214%
5/2/2025 Leo Wealth LLC97,466$8.99M1.3%-56.8%1.874%
5/2/2025 Red Wave Investments LLC23,814$2.20M0.8%-1.9%0.458%
5/2/2025Sigma Planning Corp3,281$303K0.0%-5.3%0.063%
4/29/2025 Envestnet Asset Management Inc.214,183$19.76M0.0%+136.8%4.119%
4/29/2025Bank of New York Mellon Corp22,688$2.09M0.0%+145.6%0.436%
4/29/2025Capital Investment Advisory Services LLC101,778$9.39M0.8%+1.4%1.957%
4/28/2025Able Wealth Management LLC11,715$1.08M0.6%+9.3%0.225%
4/28/2025First Horizon Advisors Inc.872$81K0.0%+66.7%0.017%
4/25/2025 Ameritas Advisory Services LLC3,013$278K0.0%-42.5%0.058%
4/23/2025 Perigon Wealth Management LLC5,061$467K0.0%+79.7%0.097%
4/23/2025 Alpine Bank Wealth Management251,380$23.20M3.7%N/A4.834%
4/21/2025 ORG Partners LLC8,165$753K0.2%N/A0.157%
4/21/2025 Envestnet Portfolio Solutions Inc.8,153$752K0.0%+72.4%0.157%
4/17/2025 Janney Montgomery Scott LLC20,498$1.89M0.0%+3.0%0.394%
4/15/2025 Two West Capital Advisors LLC2,325$209K0.2%N/A0.045%
4/15/2025 Columbia Advisory Partners LLC37,515$3.46M3.0%+36.7%0.721%
4/14/2025 Park Avenue Securities LLC8,339$769K0.0%+138.4%0.160%
4/10/2025 Beacon Financial Group72,657$6.70M0.7%-15.2%1.242%
4/9/2025Milestone Asset Management LLC412,838$38.09M8.1%+1,227.7%7.057%
4/7/2025 AdvisorNet Financial Inc26,303$2.43M0.2%N/A0.450%
2/19/2025WCG Wealth Advisors LLC19,860$1.84M0.1%+11.1%0.552%
2/17/2025Vista Cima Wealth Management LLC2,380$221K0.2%N/A0.066%
2/17/2025TrinityPoint Wealth LLC6,759$627K0.1%-30.5%0.188%
2/17/2025Cetera Investment Advisers6,911$641K0.0%-68.4%0.192%
2/17/2025Citadel Advisors LLC29,630$2.75M0.0%+58.1%0.823%
2/17/2025Bank of America Corp DE308,851$28.64M0.0%+1.6%8.579%
2/14/2025Mercer Global Advisors Inc. ADV11,272$1.05M0.0%-18.9%0.313%
2/14/2025Jane Street Group LLC22,327$2.07M0.0%-14.9%0.620%
2/14/2025MML Investors Services LLC38,851$3.60M0.0%+42.9%1.079%
2/13/2025 Aquire Wealth Advisors LLC11,917$1.11M0.3%-8.9%0.331%
2/13/2025Rockefeller Capital Management L.P.13,563$1.26M0.0%+10.2%0.377%
2/13/2025Scotia Capital Inc.115,507$10.71M0.1%-0.8%3.209%
2/13/2025Raymond James Financial Inc.27,999$2.60M0.0%N/A0.778%
2/13/2025Bank of Montreal Can52,151$4.84M0.0%+0.7%1.449%
2/13/2025 Envestnet Asset Management Inc.90,442$8.39M0.0%-7.8%2.512%
2/13/2025Smith Moore & CO.2,551$237K0.0%N/A0.071%
2/12/2025Arete Wealth Advisors LLC3,798$352K0.0%N/A0.106%
2/12/2025JPMorgan Chase & Co.2,540$236K0.0%+4.6%0.071%
2/11/2025LPL Financial LLC247,776$22.98M0.0%+5.4%6.883%
2/11/2025Guardian Partners Inc.3,619$336K0.0%N/A0.101%
2/10/2025 GWN Securities Inc.8,800$823K0.2%N/A0.244%
2/10/2025 Harbour Investments Inc.2,491$231K0.0%-18.5%0.069%
2/10/2025 Envestnet Portfolio Solutions Inc.4,729$439K0.0%-8.4%0.131%
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2/10/2025Commonwealth Equity Services LLC21,002$1.95M0.0%+24.2%0.583%
2/10/2025Avantax Advisory Services Inc.5,138$476K0.0%+3.9%0.143%
2/7/2025Destination Wealth Management789,027$73.17M2.3%+1.2%21.917%
2/6/2025Raymond James Financial Inc.27,999$2.60M0.0%N/A0.778%
2/6/2025Assetmark Inc.180,473$16.74M0.0%-0.7%5.013%
2/4/2025Bank of New York Mellon Corp9,236$857K0.0%-10.9%0.257%
2/3/2025Sigma Planning Corp3,463$321K0.0%-5.5%0.096%
2/3/2025 Red Wave Investments LLC24,265$2.25M0.8%-6.3%0.674%
2/3/2025Able Wealth Management LLC10,722$994K0.7%-4.5%0.298%
1/31/2025 Atria Wealth Solutions Inc.3,032$281K0.0%N/A0.084%
(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, 93 institutional investors and hedge funds held shares of iShares Interest Rate Hedged Corporate Bond ETF. The most heavily invested institutionals were Destination Wealth Management ($73.17M), Milestone Asset Management LLC ($38.09M), Envestnet Asset Management Inc. ($36.55M), Bank of America Corp DE ($28.64M), LPL Financial LLC ($25.15M), Leo Wealth LLC ($22.26M), and Assetmark Inc. ($21.08M).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 81 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 ($412.84K), Leo Wealth LLC ($366.02K), Envestnet Asset Management Inc. ($320.89K), Alpine Bank Wealth Management ($251.38K), Assetmark Inc. ($192.11K), Redhawk Wealth Advisors Inc. ($137.56K), and Beacon Financial Group ($123.37K).

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

Institutional investors have bought a total of 2,039,474 shares in the last 24 months. This purchase volume represents approximately $188.68M in transactions.

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

Of the 28 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: Alpine Bank Wealth Management ($233.33K), Leo Wealth LLC ($128.23K), GWN Securities Inc. ($37.24K), Beacon Financial Group ($28.34K), Cetera Investment Advisers ($14.93K), Prime Capital Investment Advisors LLC ($14.81K), and Ameritas Advisory Services LLC ($13.91K).

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

Institutional investors have sold a total of 525,562 shares in the last 24 months. This volume of shares sold represents approximately $48.57M in transactions.


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This page (NYSEARCA:LQDH) was last updated on 8/3/2025 by MarketBeat.com Staff
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