I
iShares Interest Rate Hedged Corporate Bond
LQDH • ARCA
iShares Interest Rate Hedged Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 101 institutional investors hold shares in this ETF, with total holdings valued at $356.7M. Destination Wealth Management is the largest holder with a position valued at $80.2M.
Overview
Overview of institutional ownership in LQDH as of Q3 2025
All Institutions
- Institutions
- 101
- Value Held
- $356.7M
- Shares Held
- 3.8M
- Avg Position
- $3.5M
- Median Position
- $633.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in LQDH as of Q3 2025
| Institution | Position Value |
|---|---|
 Destination Wealth Management RIA/Wealth | $80.2M 2.21% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $40.4M 0.01% of portfolio |
L LPL Financial LLC Institution | $32.6M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $26.6M 0.00% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $14.2M 0.04% of portfolio |
S SCOTIA CAPITAL INC. Institution | $12.4M 0.05% of portfolio |
 UBS Group AG Institution | $12.1M 0.00% of portfolio |
L Leo Wealth, LLC Institution | $10.5M 1.37% of portfolio |
$10.1M 0.80% of portfolio | |
 MORGAN STANLEY RIA/Wealth | $7.5M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for LQDH in Q3 2025
- Traded
- −$2.9M
- Buyers
- 67
- Sellers
- 37
- Total Bought
- +$33.2M
- Total Sold
- −$36.2M
- Avg Position
- $3.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$5.6M +60.4K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$3.5M +37.4K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$3.4M +36.0K shares |
Destination Wealth Management RIA/Wealth | +$3.2M +34.1K shares |
 Betterment LLC RIA/Wealth | +$1.8M +19.1K shares |
A AdvisorNet Financial, Inc Institution | +$1.3M +13.6K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$1.0M +11.1K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$989.9K +10.6K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$975.9K +10.4K shares |
+$840.3K +9.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
L Leo Wealth, LLC Institution | −$12.0M −128.0K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | −$4.0M −43.5K shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | −$4.0M −42.6K shares |
BANK OF AMERICA CORP /DE/ Institution | −$3.6M −38.0K shares |
 JPMORGAN CHASE & CO Institution | −$3.4M −36.5K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.7M −18.5K shares |
 BEACON FINANCIAL GROUP RIA/Wealth | −$1.5M −16.4K shares |
A Advisor Group Holdings, Inc. Institution | −$1.4M −14.9K shares |
 Sollinda Capital Management LLC RIA/Wealth | −$1.2M −13.2K shares |
 Inspire Advisors, LLC RIA/Wealth | −$645.8K −7.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited LQDH in Q3 2025
- New Positions
- 11
- New Value
- $2.5M
- Exited Positions
- 13
- Exited Value
- $8.8M
New Positions
| Institution | Position Value |
|---|---|
 Fundamentun, LLC RIA/Wealth | $836.2K 8.9K shares |
 Transamerica Financial Advisors, Inc. Institution | $581.2K 6.2K shares |
 Keebeck Wealth Management, LLC RIA/Wealth | $363.3K 3.9K shares |
 OPPENHEIMER & CO INC RIA/Wealth | $214.7K 2.3K shares |
 JOURNEY STRATEGIC WEALTH LLC RIA/Wealth | $213.5K 2.3K shares |
W West Wealth Group, LLC RIA/Wealth | $212.1K 2.3K shares |
B Bangor Savings Bank Institution | $17.3K 185.0 shares |
 GPS Wealth Strategies Group, LLC RIA/Wealth | $10.5K 112.0 shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | $9.7K 104.0 shares |
M MOTCO Institution | $1.9K 20.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Integrated Wealth Concepts LLC RIA/Wealth | $4.0M 43.5K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $1.7M 18.5K shares |
Sollinda Capital Management LLC RIA/Wealth | $1.2M 13.2K shares |
Inspire Advisors, LLC RIA/Wealth | $645.8K 7.0K shares |
 FIRST TRUST ADVISORS LP ETF Provider | $332.1K 3.6K shares |
 Steel Peak Wealth Management LLC RIA/Wealth | $223.5K 2.4K shares |
 CENTAURUS FINANCIAL, INC. RIA/Wealth | $218.8K 2.4K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $217.5K 2.4K shares |
 Sunbelt Securities, Inc. RIA/Wealth | $70.0K 755.0 shares |
$47.1K 510.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in LQDH as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with LQDH as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Destination Wealth Management RIA/Wealth | 2.21% $80.2M |
 COLUMBIA ADVISORY PARTNERS LLC RIA/Wealth | 1.84% $2.7M |
L Leo Wealth, LLC Institution | 1.37% $10.5M |
0.80% $10.1M | |
R Red Wave Investments LLC Institution | 0.68% $2.1M |
 Able Wealth Management LLC RIA/Wealth | 0.55% $1.5M |
BEACON FINANCIAL GROUP RIA/Wealth | 0.50% $5.0M |
 Twelve Points Wealth Management LLC RIA/Wealth | 0.31% $1.2M |
 ORG Partners LLC RIA/Wealth | 0.29% $1.5M |
T Two West Capital Advisors LLC RIA/Wealth | 0.27% $437.0K |