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

iShares Interest Rate Hedged Corporate Bond ETF logo
$90.68 +0.10 (+0.11%)
As of 01:49 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)
50
Total
Institutional Inflows
(last 12 months)
$115.28M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$11.86M
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LQDH Institutional Buying and Selling by Quarter

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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
4/15/2025Two West Capital Advisors LLC2,325$209K0.2%N/A0.045%
4/15/2025Columbia 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%
4/9/2025 Milestone 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%
2/13/2025Aquire 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%
2/13/2025Envestnet 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%
2/10/2025GWN Securities Inc.8,800$823K0.2%N/A0.244%
2/10/2025Harbour Investments Inc.2,491$231K0.0%-18.5%0.069%
2/10/2025Envestnet Portfolio Solutions Inc.4,729$439K0.0%-8.4%0.131%
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%
2/3/2025Red Wave Investments LLC24,265$2.25M0.8%-6.3%0.674%
2/3/2025Able Wealth Management LLC10,722$994K0.7%-4.5%0.298%
1/31/2025Atria Wealth Solutions Inc.3,032$281K0.0%N/A0.084%
1/31/2025Truist Financial Corp12,325$1.14M0.0%+13.0%0.342%
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1/31/2025Sanctuary Advisors LLC10,239$959K0.0%+38.8%0.284%
1/29/2025 Beacon Financial Group85,661$7.94M0.9%-12.5%2.379%
1/28/2025Leo Wealth LLC225,694$20.93M1.9%+3.9%6.269%
1/27/2025Trilogy Capital Inc.16,466$1.53M0.1%-5.9%0.457%
1/24/2025McAdam LLC2,972$276K0.0%N/A0.083%
1/23/2025Capital Investment Advisory Services LLC100,361$9.31M0.9%-0.6%2.788%
1/23/2025 Milestone Asset Management LLC31,094$2.88M0.6%N/A0.864%
1/22/2025Perigon Wealth Management LLC2,817$262K0.0%N/A0.078%
1/22/2025Foundations Investment Advisors LLC61,041$5.66M0.1%+25.9%1.696%
1/17/2025Janney Montgomery Scott LLC19,893$1.85M0.0%+3.7%0.553%
1/16/2025 MassMutual Private Wealth & Trust FSB348$32K0.0%N/A0.010%
1/15/2025Ameritas Advisory Services LLC5,243$486K0.0%-68.0%0.146%
1/15/2025Wealthcare Advisory Partners LLC4,158$386K0.0%-24.0%0.116%
1/14/2025 Park Avenue Securities LLC3,498$324K0.0%+28.0%0.097%
1/13/2025Columbia Advisory Partners LLC27,449$2.55M2.4%+26.0%0.762%
12/26/2024JPMorgan Chase & Co.2,428$226K0.0%+658.8%0.067%
11/25/2024Destination Wealth Management779,632$72.55M2.2%+3.8%21.656%
11/25/2024Sanctuary Advisors LLC7,376$688K0.0%+86.1%0.205%
11/15/2024MML Investors Services LLC27,192$2.53M0.0%+88.3%0.755%
11/15/2024Jane Street Group LLC26,250$2.44M0.0%N/A0.729%
11/15/2024Red Wave Investments LLC25,883$2.41M0.8%-6.8%0.719%
11/14/2024Rockefeller Capital Management L.P.12,306$1.15M0.0%+1.9%0.342%
11/13/2024Freedom Investment Management Inc.20,526$1.91M0.2%-6.2%0.570%
11/13/2024Bank of Montreal Can51,777$4.82M0.0%+6.9%1.438%
11/12/2024Centaurus Financial Inc.1,620$151K0.0%+31.7%0.045%
11/12/2024Great Valley Advisor Group Inc.4,513$420K0.0%+10.5%0.125%
11/8/2024First Horizon Advisors Inc.480$45K0.0%N/A0.013%
11/7/2024TrinityPoint Wealth LLC9,729$905K0.1%-3.7%0.270%
11/5/2024Prime Capital Investment Advisors LLC35,962$3.35M0.0%+11.3%0.999%
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%
10/31/2024Trademark Financial Management LLC3,180$296K0.2%-54.0%0.088%
10/29/2024Janney Montgomery Scott LLC19,183$1.79M0.0%+45.2%0.533%
10/22/2024Leo Wealth LLC217,240$20.22M1.8%+4.6%6.034%
10/21/2024Foundations Investment Advisors LLC48,487$4.51M0.1%+14.5%1.347%
10/21/2024GFG Capital LLC25,942$2.41M0.6%N/A0.721%
10/21/2024Trilogy Capital Inc.17,499$1.63M0.1%-3.0%0.486%
10/11/2024Redhawk 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%
8/12/2024 Glass 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%
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8/2/2024Foundations 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%
7/31/2024Trademark Financial Management LLC6,919$643K0.5%+10.9%0.192%
7/29/2024Ameritas 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%
7/12/2024Cliftonlarsonallen Wealth Advisors LLC10,814$1.01M0.0%-2.8%0.300%
(Data available from 1/1/2016 forward)

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LQDH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LQDH shares?

During the previous two years, 89 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), Bank of America Corp DE ($28.64M), LPL Financial LLC ($22.98M), Leo Wealth LLC ($20.93M), Leo Brokerage LLC ($17.39M), and Assetmark Inc. ($16.74M).Learn more on LQDH's institutional investors.

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

Of the 70 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: Milestone Asset Management LLC ($412.84K), Assetmark Inc. ($275.64K), Leo Wealth LLC ($222.77K), Leo Brokerage LLC ($187.36K), Redhawk Wealth Advisors Inc. ($137.56K), Beacon Financial Group ($123.37K), and Synergy Asset Management LLC ($93.83K).

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

Institutional investors have bought a total of 2,269,362 shares in the last 24 months. This purchase volume represents approximately $210.13M in transactions.

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

Of the 38 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: Wealthcare Advisory Partners LLC ($212.09K), LPL Financial LLC ($45.39K), Atria Investments Inc ($30.84K), Beacon Financial Group ($25.23K), Jane Street Group LLC ($25.18K), Red Wave Investments LLC ($22.23K), and WealthShield Partners LLC ($20.77K).

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

Institutional investors have sold a total of 479,465 shares in the last 24 months. This volume of shares sold represents approximately $44.47M in transactions.


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This page (NYSEARCA:LQDH) was last updated on 4/16/2025 by MarketBeat.com Staff
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