Who Owns iShares Interest Rate Hedged Corporate Bond ETF (LQDH)?Hedge Fund & Institutional Holders

$91.19-0.28 (-0.31%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -4

Price History

$88.49$89.93$91.36$92.80$94.24Sep 24Jun 25Mar 26

LQDH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Leo Wealth, LLCIncreased+150K+$14.0B
Capital Investment Advisory Services, LLCNew Position+110K+$10.2B
Twelve Points Wealth Management LLCNew Position+55K+$5.2B
Destination Wealth ManagementIncreased+35K+$3.1B
Savvy Advisors, Inc.New Position+31K+$2.9B
Red Wave Investments LLCNew Position+22K+$2.1B
COLUMBIA ADVISORY PARTNERS LLCNew Position+21K+$2.0B
Alpine Bank Wealth ManagementNew Position+11K+$1.1B
CITADEL ADVISORS LLCNew Position+11K+$1.0B
Stratos Investment Management, LLCNew Position+9K+$832.0M
UBS Group AGIncreased+8K+$737.0M
Trilogy Capital Inc.New Position+8K+$704.0M
GWN SECURITIES INC.New Position+7K+$676.0M
Coastal Bridge Advisors, LLCNew Position+7K+$631.0M
Rockefeller Capital Management L.P.Increased+7K+$592.3M

LQDH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SCOTIA CAPITAL INC.Decreased-121K-$11.4B
AdvisorNet Financial, IncDecreased-47K-$4.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-44K-$4.1B
OSAIC HOLDINGS, INC.Decreased-11K-$1.8B
ASSETMARK, INCDecreased-12K-$1.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-7K-$1.0B
OneDigital Investment Advisors LLCDecreased-895-$878.9M
GREAT VALLEY ADVISOR GROUP, INC.Decreased-161-$263.9M
Private Advisor Group, LLCDecreased-88-$235.5M
Anfield Capital Management, LLCClosed Position-1K-$122.0M
Sigma Planning CorpDecreased-392-$38.0M
Guardian Partners Inc.Decreased-107-$12.1M
AMERIFLEX GROUP, INC.Decreased-100-$9.7M
BEACON FINANCIAL GROUPClosed Position-53K-$5.0M
Aptus Capital Advisors, LLCClosed Position-34-$3.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Destination Wealth Management892,414$83.3B2.18%Share
2Leo Wealth, LLC262,375$24.5B1.78%Share
3BANK OF AMERICA CORP /DE/172,293$16.0B0.00%Share
4UBS Group AG137,534$12.8B0.00%Share
5Capital Investment Advisory Services, LLC109,515$10.2B0.72%Share
6BANK OF AMERICA CORP /DE/110,235$10.0B0.00%Share
7RAYMOND JAMES FINANCIAL INC75,842$7.0B0.00%Share
8Twelve Points Wealth Management LLC55,452$5.2B1.17%Share
9Rockefeller Capital Management L.P.43,768$4.0B0.01%Share
10OneDigital Investment Advisors LLC51,260$4.0B0.04%Share
11OSAIC HOLDINGS, INC.41,175$3.0B0.00%Share
12BANK OF MONTREAL /CAN/33,079$3.0B0.00%Share
13Savvy Advisors, Inc.31,455$2.9B0.09%Share
14ASSETMARK, INC24,869$2.3B0.00%Share
15Red Wave Investments LLC22,326$2.1B0.62%Share
16BANK OF MONTREAL /CAN/24,262$2.0B0.00%Share
17UNITED CAPITAL FINANCIAL ADVISORS, LLC25,463$2.0B0.01%Share
18ROYAL BANK OF CANADA27,470$2.0B0.00%Share
19COLUMBIA ADVISORY PARTNERS LLC21,088$2.0B1.34%Share
20WCG Wealth Advisors LLC20,161$1.9B0.05%Share
21Able Wealth Management LLC15,784$1.5B0.47%Share
22MILESTONE ASSET MANAGEMENT, LLC11,126$1.0B0.20%Share
23JPMORGAN CHASE & CO20,331$1.0B0.00%Share
24SCOTIA CAPITAL INC.11,686$1.0B0.00%Share
25STIFEL FINANCIAL CORP15,371$1.0B0.00%Share
26CITADEL ADVISORS LLC10,880$1.0B0.00%Share
27Stratos Investment Management, LLC8,918$832.0M0.03%Share
28Alpine Bank Wealth Management8,005$747.0M0.11%Share
29Trilogy Capital Inc.7,551$704.0M0.03%Share
30GWN SECURITIES INC.7,244$676.0M0.14%Share
31Coastal Bridge Advisors, LLC6,769$631.0M0.05%Share
32Founders Financial Alliance, LLC5,234$488.0M0.09%Share
33Wealthcare Advisory Partners LLC5,178$483.0M0.01%Share
34Two West Capital Advisors LLC5,074$473.0M0.27%Share
35Spectrum Planning & Advisory Services Inc.4,950$462.0M0.24%Share
36OPPENHEIMER & CO INC4,483$418.0M0.01%Share
37Maridea Wealth Management LLC4,210$393.0M0.06%Share
38Guardian Partners Inc.3,727$347.0M0.03%Share
39EAGLE GLOBAL ADVISORS LLC3,530$329.0M0.01%Share
40Alpine Bank Wealth Management3,460$322.0M0.05%Share
41Sigma Planning Corp3,199$298.0M0.01%Share
42GC Wealth Management RIA, LLC3,160$294.0M0.01%Share
43AdvisorNet Financial, Inc2,942$274.0M0.01%Share
44COMPASS CAPITAL CORP /MA/ /ADV2,686$250.0M0.10%Share
45FSA Advisors, Inc.2,542$237.0M0.16%Share
46ONE Advisory Partners, LLC2,419$225.0M0.07%Share
47West Wealth Group, LLC2,287$213.0M0.04%Share
48Geneos Wealth Management Inc.1,349$125.0M0.00%Share
49Glass Jacobson Investment Advisors llc645$60.0M0.02%Share
50Harbor Asset Planning, Inc.450$41.0M0.04%Share

LQDH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025108$216.4B+45
Q3 202563$223.3B-30
Q2 202593$310.0B-3
Q1 202596$367.7B+15
Q4 202481$1.3T+23
Q3 202458$39.8T+2
Q2 202456$14.6T+6
Q1 202450$12.4T—

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As of Q4 2025, 50 institutional investors hold LQDH (iShares Interest Rate Hedged Corporate Bond ETF). The largest holder is Destination Wealth Management with $83.3B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own LQDH?

As of Q4 2025, 50 institutional investors report holding LQDH (iShares Interest Rate Hedged Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of LQDH?

The largest institutional holder of LQDH is Destination Wealth Management with $83.3B in shares.

Is institutional ownership of LQDH increasing or decreasing?

This quarter, 11 institutions opened new positions in LQDH and 4 closed their positions.