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

iShares Interest Rate Hedged Corporate Bond ETF logo
$92.58 +0.22 (+0.24%)
(As of 12/20/2024 04:33 PM ET)
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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)
38
Total
Institutional Inflows
(last 12 months)
$91.10M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.27M
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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
11/25/2024 Destination Wealth Management779,632$72.55M2.2%+3.8%21.656%
11/25/2024 Sanctuary Advisors LLC7,376$688K0.0%+86.1%0.205%
11/15/2024 MML Investors Services LLC27,192$2.53M0.0%+88.3%0.755%
11/15/2024 Jane Street Group LLC26,250$2.44M0.0%N/A0.729%
11/15/2024 Red Wave Investments LLC25,883$2.41M0.8%-6.8%0.719%
11/14/2024 Rockefeller Capital Management L.P.12,306$1.15M0.0%+1.9%0.342%
11/13/2024 Freedom Investment Management Inc.20,526$1.91M0.2%-6.2%0.570%
11/13/2024 Bank of Montreal Can51,777$4.82M0.0%+6.9%1.438%
11/12/2024 Centaurus Financial Inc.1,620$151K0.0%+31.7%0.045%
11/12/2024 Great Valley Advisor Group Inc.4,513$420K0.0%+10.5%0.125%
11/8/2024 First Horizon Advisors Inc.480$45K0.0%N/A0.013%
11/7/2024 TrinityPoint Wealth LLC9,729$905K0.1%-3.7%0.270%
11/5/2024 Prime Capital Investment Advisors LLC35,962$3.35M0.0%+11.3%0.999%
11/1/2024 Assetmark Inc.181,766$16.91M0.0%+382.9%5.049%
11/1/2024 Able 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%
9/23/2024 Centaurus Financial Inc.1,230$114K0.0%N/A0.034%
9/5/2024 Sanctuary Advisors LLC3,964$372K0.0%N/A0.110%
8/26/2024 Founders Financial Alliance LLC2,938$273K0.1%-9.8%0.082%
8/21/2024 Truist Financial Corp10,809$1.00M0.0%N/A0.300%
8/19/2024 EP Wealth Advisors LLC3,559$331K0.0%N/A0.099%
8/14/2024 Bank of Montreal Can48,445$4.56M0.0%+0.7%1.346%
8/12/2024 WCG 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%
8/12/2024 Mercer Global Advisors Inc. ADV14,386$1.34M0.0%+2.6%0.400%
8/9/2024 Prime Capital Investment Advisors LLC32,306$3.00M0.0%-19.6%0.897%
8/8/2024 Envestnet 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%
7/31/2024 Anfield 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%
7/26/2024 Harbour Investments Inc.3,058$284K0.0%-5.0%0.085%
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7/25/2024 Destination 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%
7/16/2024 Great 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%
5/16/2024 Jane Street Group LLC73,342$6.90M0.0%-22.5%2.037%
5/11/2024 Jacobi Capital Management LLC3,997$376K0.0%+26.7%0.116%
5/9/2024 Leo Wealth LLC204,848$19.26M2.0%+5.9%5.938%
5/8/2024 Avantax 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%
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%
2/23/2024 Beacon Financial Group123,373$11.48M1.4%N/A4.182%
2/20/2024 Able Wealth Management LLC8,448$786K0.7%N/A0.286%
2/13/2024 Trademark Financial Management LLC5,089$474K0.3%N/A0.173%
2/12/2024 Scotia Capital Inc.55,554$5.17M0.0%+1.9%1.883%
2/9/2024 Founders Financial Alliance LLC3,263$304K0.1%-18.4%0.111%
2/8/2024 TrinityPoint Wealth LLC10,175$947K0.2%-13.8%0.345%
2/8/2024 Guardian 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%
2/6/2024 Wealthcare 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%
2/5/2024 Red 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%
1/24/2024 Prime 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%
11/15/2023 Scotia Capital Inc.54,543$5.05M0.0%+6.9%1.849%
11/13/2023 Jacobi Capital Management LLC2,863$265K0.0%N/A0.097%
11/13/2023 LPL Financial LLC145,578$13.47M0.0%-1.9%4.935%
11/13/2023 WCG Wealth Advisors LLC13,352$1.26M0.1%-2.0%0.453%
11/9/2023 Prime Capital Investment Advisors LLC2,773$257K0.0%N/A0.094%
11/9/2023 UBS Group AG31,431$2.91M0.0%-8.5%1.065%
11/8/2023 Avantax Advisory Services Inc.3,477$322K0.0%N/A0.118%
11/7/2023 Red 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%
10/12/2023 Wealthcare Advisory Partners LLC13,783$1.28M0.1%-1.1%0.467%
8/14/2023 Gallagher Fiduciary Advisors LLC78,839$7.33M0.6%+0.2%2.673%
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8/14/2023 Eqis Capital Management Inc.27,212$2.53M0.3%+5.7%0.922%
8/10/2023Cetera Advisors LLC2,359$219K0.0%-46.7%0.080%
8/7/2023 Red Wave Investments LLC49,475$4.60M1.9%-2.8%1.677%
8/7/2023 TrinityPoint Wealth LLC14,125$1.31M0.3%+2.7%0.479%
8/4/2023 Atria Investments Inc51,423$4.78M0.1%-2.2%1.743%
8/3/2023 AlphaStar Capital Management LLC9,906$921K0.1%N/A0.336%
8/3/2023 Scotia Capital Inc.51,006$4.74M0.0%+3.4%1.729%
8/3/2023 WealthShield Partners LLC3,863$359K0.1%-73.9%0.131%
8/2/2023 Bank of Montreal Can43,033$4M0.0%N/A1.459%
8/2/2023 Synergy Asset Management LLC93,834$8.72M2.2%N/A3.181%
(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, 90 institutional investors and hedge funds held shares of iShares Interest Rate Hedged Corporate Bond ETF. The most heavily invested institutionals were Destination Wealth Management ($72.55M), 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 1,887,881 shares in the last 24 months. This purchase volume represents approximately $174.38M in transactions.

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

Of the 51 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 Advisor Group Holdings Inc. ($94.49K).

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

Institutional investors have sold a total of 2,419,359 shares in the last 24 months. This volume of shares sold represents approximately $220.48M in transactions.


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This page (NYSEARCA:LQDH) was last updated on 12/22/2024 by MarketBeat.com Staff
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