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

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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)
24
Total
Institutional Inflows
(last 12 months)
$57.22M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$28.21M
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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
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%
2/20/2024Able 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%
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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%
8/14/2023 Eqis Capital Management Inc.27,212$2.53M0.3%+5.7%0.922%
8/10/2023 Cetera 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%
8/4/2023Atria 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%
7/31/2023 LPL Financial LLC148,395$13.79M0.0%-7.0%5.030%
7/28/2023 Capital Investment Advisory Services LLC15,323$1.42M0.1%+23.2%0.519%
7/25/2023Leo Brokerage LLC187,357$17.39M2.0%+2.7%5.855%
7/24/2023 Trilogy Capital Inc.31,287$2.91M0.2%-3.5%0.978%
7/20/2023 Acorn Financial Advisory Services Inc. ADV3,255$303K0.1%-18.9%0.102%
7/18/2023 KFG Wealth Management LLC50,889$4.73M2.8%+1.9%1.590%
7/17/2023 Wealthcare Advisory Partners LLC13,936$1.30M0.1%-93.8%0.436%
7/14/2023 Cliftonlarsonallen Wealth Advisors LLC17,448$1.62M0.0%-4.7%0.545%
7/11/2023 Brookstone Capital Management2,763$255K0.0%-17.7%0.086%
5/16/2023 Gallagher Fiduciary Advisors LLC78,685$7.21M0.6%N/A2.248%
5/11/2023 Scotia Capital Inc.49,315$4.52M0.0%-3.7%1.409%
5/10/2023Atria Investments Inc52,573$4.82M0.1%-36.1%1.502%
5/10/2023 Condor Capital Management51,678$4.74M0.6%+3.6%1.477%
5/10/2023 LPL Financial LLC159,518$14.62M0.0%-16.5%4.558%
5/8/2023 Triumph Capital Management4,381$401K0.2%N/A0.125%
5/8/2023 WealthShield Partners LLC14,787$1.36M0.2%-40.0%0.422%
5/5/2023 Assetmark Inc.201,582$18.47M0.1%+187.7%5.759%
5/5/2023 Destination Wealth Management723,880$66.33M2.5%+6.2%20.682%
5/4/2023 Wealthcare Advisory Partners LLC223,108$20.44M0.9%+7.5%6.375%
5/4/2023 Wealthcare Capital Management LLC10,124$928K0.1%-10.7%0.289%
5/4/2023 TrinityPoint Wealth LLC13,757$1.26M0.3%+2.9%0.393%
5/3/2023 Integrated Wealth Concepts LLC6,827$626K0.0%N/A0.195%
5/2/2023Leo Brokerage LLC182,465$16.73M2.5%N/A5.213%
5/1/2023 Money Concepts Capital Corp7,507$281K0.0%+438.5%0.214%
4/28/2023 Janney Montgomery Scott LLC2,543$233K0.0%-47.4%0.073%
4/27/2023 Southern Capital Advisors LLC51,621$4.73M3.5%+4.1%1.475%
4/26/2023 Acorn Financial Advisory Services Inc. ADV4,013$368K0.1%-8.4%0.115%
4/25/2023 Parallel Advisors LLC957$88K0.0%-41.8%0.027%
4/19/2023 Brookstone Capital Management3,356$308K0.0%-11.3%0.096%
4/17/2023 Trilogy Capital Inc.32,418$2.97M0.2%-6.8%0.926%
4/14/2023 KFG Wealth Management LLC49,938$4.57M3.2%+3.6%1.427%
4/13/2023 HMS Capital Management LLC136,606$12.52M7.9%-1.1%3.903%
4/13/2023 Cliftonlarsonallen Wealth Advisors LLC18,304$1.68M0.0%-96.8%0.523%
3/6/2023 Rockefeller Capital Management L.P.11,475$1.04M0.0%-6.4%0.302%
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2/27/2023Gallagher Benefit Services Inc.82,932$7.51M1.6%N/A2.182%
2/15/2023 Eqis Capital Management Inc.26,109$2.36M0.3%-2.3%0.687%
2/15/2023 BOS Asset Management LLC4,714$427K0.4%N/A0.124%
2/14/2023 Guardian Capital Advisors LP4,313$398K0.0%-9.6%0.114%
2/13/2023 GeoWealth Management LLC20,863$1.89M0.2%-67.5%0.549%
2/13/2023 Wealthcare Advisory Partners LLC207,539$18.78M0.9%-1.4%5.462%
2/13/2023 Destination Wealth Management681,473$61.67M2.5%-11.1%17.934%
2/10/2023 Assetmark Inc.70,067$6.34M0.0%-18.2%1.844%
2/10/2023 HRT Financial LP2,820$255K0.0%N/A0.074%
2/10/2023 Advisor Group Holdings Inc.40,527$3.69M0.0%-70.0%1.067%
(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, 114 institutional investors and hedge funds held shares of iShares Interest Rate Hedged Corporate Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($355.45M), Richard Bernstein Advisors LLC ($130.80M), Destination Wealth Management ($66.33M), SimpliFi Inc. ($29.11M), F3Logic LLC ($28.12M), Wells Fargo & Company MN ($25.23M), and Capital Advantage Inc. ($22.40M).Learn more on LQDH's institutional investors.

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

Of the 80 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: Astor Investment Management LLC ($492.71K), AE Wealth Management LLC ($326.72K), Wells Fargo & Company MN ($260.47K), F3Logic LLC ($253.42K), Leo Brokerage LLC ($222.83K), Bank of America Corp DE ($216.10K), and Leo Wealth LLC ($204.85K).

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

Institutional investors have bought a total of 3,776,272 shares in the last 24 months. This purchase volume represents approximately $342.54M in transactions.

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

Of the 69 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: Richard Bernstein Advisors LLC ($656.78K), Assetmark Inc. ($586.92K), Cliftonlarsonallen Wealth Advisors LLC ($562.73K), Astor Investment Management LLC ($344.17K), Envestnet Asset Management Inc. ($255.49K), AE Wealth Management LLC ($219.19K), and Wealthcare Advisory Partners LLC ($213.66K).

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

Institutional investors have sold a total of 4,335,815 shares in the last 24 months. This volume of shares sold represents approximately $392.53M in transactions.


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This page (NYSEARCA:LQDH) was last updated on 5/20/2024 by MarketBeat.com Staff

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