Free Trial
→ 70%, 80%, 90% Win Rates? Grab Your Free Cheatsheets Today! (From WealthPress) (Ad) Free LQDH Stock Alerts

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

iShares Interest Rate Hedged Corporate Bond ETF logo
$93.71 -0.24 (-0.26%)
As of 02/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$105.54M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$10.66M
Get LQDH Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Interest Rate Hedged Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LQDH Institutional Buying and Selling by Quarter

iShares Interest Rate Hedged Corporate Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2025 WCG Wealth Advisors LLC19,860$1.84M0.1%+11.1%0.552%
2/17/2025 Vista Cima Wealth Management LLC2,380$221K0.2%N/A0.066%
2/17/2025 TrinityPoint Wealth LLC6,759$627K0.1%-30.5%0.188%
2/17/2025 Cetera Investment Advisers6,911$641K0.0%-68.4%0.192%
2/17/2025 Citadel Advisors LLC29,630$2.75M0.0%+58.1%0.823%
2/17/2025 Bank of America Corp DE308,851$28.64M0.0%+1.6%8.579%
2/14/2025 Mercer Global Advisors Inc. ADV11,272$1.05M0.0%-18.9%0.313%
2/14/2025 Jane Street Group LLC22,327$2.07M0.0%-14.9%0.620%
2/14/2025 MML 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%
2/13/2025 Rockefeller Capital Management L.P.13,563$1.26M0.0%+10.2%0.377%
2/13/2025 Scotia Capital Inc.115,507$10.71M0.1%-0.8%3.209%
2/13/2025 Raymond James Financial Inc.27,999$2.60M0.0%N/A0.778%
2/13/2025 Bank 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%
2/13/2025 Smith Moore & CO.2,551$237K0.0%N/A0.071%
2/12/2025 Arete Wealth Advisors LLC3,798$352K0.0%N/A0.106%
2/12/2025 JPMorgan Chase & Co.2,540$236K0.0%+4.6%0.071%
2/11/2025 LPL Financial LLC247,776$22.98M0.0%+5.4%6.883%
2/11/2025 Guardian 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%
2/10/2025 Commonwealth Equity Services LLC21,002$1.95M0.0%+24.2%0.583%
2/10/2025 Avantax Advisory Services Inc.5,138$476K0.0%+3.9%0.143%
2/7/2025 Destination Wealth Management789,027$73.17M2.3%+1.2%21.917%
2/6/2025 Raymond James Financial Inc.27,999$2.60M0.0%N/A0.778%
2/6/2025 Assetmark Inc.180,473$16.74M0.0%-0.7%5.013%
2/4/2025 Bank of New York Mellon Corp9,236$857K0.0%-10.9%0.257%
2/3/2025 Sigma Planning Corp3,463$321K0.0%-5.5%0.096%
2/3/2025 Red Wave Investments LLC24,265$2.25M0.8%-6.3%0.674%
2/3/2025 Able Wealth Management LLC10,722$994K0.7%-4.5%0.298%
1/31/2025 Atria Wealth Solutions Inc.3,032$281K0.0%N/A0.084%
1/31/2025 Truist Financial Corp12,325$1.14M0.0%+13.0%0.342%
1/31/2025 Sanctuary Advisors LLC10,239$959K0.0%+38.8%0.284%
1/29/2025 Beacon Financial Group85,661$7.94M0.9%-12.5%2.379%
1/28/2025 Leo Wealth LLC225,694$20.93M1.9%+3.9%6.269%
1/27/2025 Trilogy Capital Inc.16,466$1.53M0.1%-5.9%0.457%
1/24/2025 McAdam LLC2,972$276K0.0%N/A0.083%
1/23/2025 Capital Investment Advisory Services LLC100,361$9.31M0.9%-0.6%2.788%
This Crypto Is Set to Explode in February (Ad)

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

YES, I WANT THE #1 CRYPTO NOW
1/23/2025 Milestone Asset Management LLC31,094$2.88M0.6%N/A0.864%
1/22/2025 Perigon Wealth Management LLC2,817$262K0.0%N/A0.078%
1/22/2025 Foundations Investment Advisors LLC61,041$5.66M0.1%+25.9%1.696%
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%
12/26/2024 JPMorgan Chase & Co.2,428$226K0.0%+658.8%0.067%
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%
11/12/2024Centaurus 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%
11/8/2024 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%
9/23/2024Centaurus 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%
7/31/2024 Commonwealth 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%
Why Buffett and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

Click here for the ticker >>>
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%
7/16/2024Great 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%
5/16/2024 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%
(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, 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), Bank of America Corp DE ($28.64M), LPL Financial LLC ($22.98M), Leo Wealth LLC ($20.93M), Leo Brokerage LLC ($17.39M), Assetmark Inc. ($16.74M), 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 69 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 ($222.77K), Leo Brokerage LLC ($187.36K), Redhawk Wealth Advisors Inc. ($137.56K), Beacon Financial Group ($123.37K), Synergy Asset Management LLC ($93.83K), and Destination Wealth Management ($89.30K).

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

Institutional investors have bought a total of 1,928,730 shares in the last 24 months. This purchase volume represents approximately $178.55M in transactions.

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

Of the 40 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), Wealthcare Advisory Partners LLC ($212.09K), LPL Financial LLC ($45.39K), Atria Investments Inc ($30.84K), 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 1,027,441 shares in the last 24 months. This volume of shares sold represents approximately $94.67M in transactions.


Related Companies

This page (NYSEARCA:LQDH) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
BITCOIN
Did you miss out on the 1000%+ gains of Bitcoin over the past 5 years? If so, you don't want to miss this.....
Awesomely, LLC | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Three new patents reveal Elon and Trump’s secret “Project America”
Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR!...
Timothy Sykes | Sponsored
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
Elon Takes Aim at Social Security
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored