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

iShares Interest Rate Hedged Corporate Bond ETF logo
$93.47 +0.09 (+0.10%)
As of 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)
40
Total
Institutional Inflows
(last 12 months)
$90.54M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.16M
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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
1/17/2025 Janney Montgomery Scott LLC19,893$1.85M0.0%+3.7%0.553%
1/16/2025 MassMutual Private Wealth & Trust FSB348$32K0.0%N/A0.010%
1/15/2025 Ameritas Advisory Services LLC5,243$486K0.0%-68.0%0.146%
1/15/2025 Wealthcare Advisory Partners LLC4,158$386K0.0%-24.0%0.116%
1/14/2025 Park Avenue Securities LLC3,498$324K0.0%+28.0%0.097%
1/13/2025 Columbia 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%
10/29/2024 Janney 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%
10/11/2024 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%
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8/8/2024Envestnet Asset Management Inc.28,183$2.62M0.0%+127.9%0.783%
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%
7/29/2024 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%
7/19/2024KFG 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%
5/9/2024Leo Wealth LLC204,848$19.26M2.0%+5.9%5.938%
5/8/2024Avantax Advisory Services Inc.5,015$472K0.0%+41.3%0.145%
5/8/2024Trademark 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%
4/25/2024Capital 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%
4/19/2024KFG Wealth Management LLC54,180$5.10M2.1%-1.7%1.594%
4/17/2024Trilogy Capital Inc.23,150$2.18M0.1%-19.2%0.681%
3/14/2024Leo 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%
2/13/2024Trademark 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%
2/7/2024Cary 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%
2/5/2024Cary 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%
2/1/2024Capital Investment Advisory Services LLC27,897$2.60M0.2%+6.3%0.946%
1/31/2024KFG 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%
1/19/2024Sharkey Howes & Javer15,629$1.46M0.3%N/A0.530%
1/12/2024Trilogy 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%
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11/3/2023Private Advisor Group LLC4,034$373K0.0%+44.4%0.137%
11/2/2023Capital Investment Advisory Services LLC26,246$2.43M0.2%+71.3%0.890%
10/17/2023KFG Wealth Management LLC50,406$4.67M2.5%-0.9%1.709%
10/16/2023Trilogy 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%
8/14/2023Gallagher 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%
(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, 88 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 62 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 1,823,609 shares in the last 24 months. This purchase volume represents approximately $168.59M in transactions.

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

Of the 47 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 ($214.97K), 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 2,304,283 shares in the last 24 months. This volume of shares sold represents approximately $210.09M in transactions.


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This page (NYSEARCA:LQDH) was last updated on 1/21/2025 by MarketBeat.com Staff
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