Who Owns LQDH?
iShares Interest Rate Hedged Corporate Bond ETF — Institutional Ownership & 13F Holdings
$92.75
+0.05 (+0.05%)
Market Cap
$496.8M
Shares Outstanding
5,323,664
Institutional Holders
96
Total Inst. Value
$297.1M
% of Float Held
—
QoQ Holder Change
+46
Institutional data as of Q1 2025
New Positions
30
Closed Positions
15
Increased
40
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Destination Wealth Management | $75.3M | 815,863 |
| 2 | MILESTONE ASSET MANAGEMENT, LLC | $38.1M | 412,838 |
| 3 | BANK OF AMERICA CORP /DE/ | $33.5M | 363,401 |
| 4 | Alpine Bank Wealth ManagementNew | $23.2M | 251,380 |
| 5 | MML INVESTORS SERVICES, LLC | $12.5M | 136,002 |
| 6 | SCOTIA CAPITAL INC. | $10.7M | 115,673 |
| 7 | UBS Group AG | $10.1M | 109,630 |
| 8 | Capital Investment Advisory Services, LLC | $9.4M | 101,778 |
| 9 | Leo Wealth, LLC | $9.0M | 97,466 |
| 10 | MORGAN STANLEY | $7.6M | 82,754 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Destination Wealth Management | +27K | $75.3M |
| MILESTONE ASSET MANAGEMENT, LLC | +382K | $38.1M |
| BANK OF AMERICA CORP /DE/ | +55K | $33.5M |
| Alpine Bank Wealth ManagementNew | +251K | $23.2M |
| MML INVESTORS SERVICES, LLC | +97K | $12.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Leo Wealth, LLC | -128K | $9.0M |
| BEACON FINANCIAL GROUP | -13K | $6.7M |
| Aquire Wealth Advisors, LLC | -5K | $657K |
| Trilogy Capital Inc. | -4K | $1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | -3K | $766K |
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Frequently Asked Questions
How many institutional investors hold LQDH?
As of Q1 2025, 96 institutional investors report holding LQDH (iShares Interest Rate Hedged Corporate Bond ETF) in their 13F filings.
Which hedge fund owns the most LQDH?
The largest institutional holder of LQDH is Destination Wealth Management with $75.3M in shares.
Are institutions buying or selling LQDH?
This quarter, 30 institutions opened new positions in LQDH and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.