Who owns iShares Interest Rate Hedged Corporate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LQDH from SEC Form 13F filings across 97 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 97 institutions disclosed 3.4M shares of iShares Interest Rate Hedged Corporate Bond ETF worth $319.1M — about 60.9% of shares outstanding; the largest disclosed holder is Destination Wealth Management. Source: SEC Form 13F filings, parsed by EvidInvest.
97
13F holders
$319.1M
value, 2026 filers
60.9%
of shares outstanding (3.4M sh)
15
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LQDH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Destination Wealth Management | 967,931 | $90.1M | 2.1% | 17.2% | +4.1% |
| 2 | LPL Financial LLC | 396,750 | $37.0M | 0.0% | 7.1% | +8.4% |
| 3 | MORGAN STANLEY | 348,308 | $32.4M | 0.0% | 6.2% | +57.1% |
| 4 | BANK OF AMERICA CORP /DE/ | 331,327 | $30.9M | 0.0% | 5.9% | +13.1% |
| 5 | RAYMOND JAMES FINANCIAL INC | 153,334 | $14.3M | 0.0% | 2.7% | +124.2% |
| 6 | Twelve Points Wealth Management LLC | 123,444 | $11.5M | 2.3% | 2.2% | +9.1% |
| 7 | Capital Investment Advisory Services, LLC | 115,582 | $10.8M | 0.7% | 2.1% | +1.1% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 113,395 | $10.6M | 0.0% | 2% | -39.8% |
| 9 | Harbour Wealth Management Group, Inc. | 106,109 | $9.9M | 6.7% | 1.9% | +1.6% |
| 10 | MML INVESTORS SERVICES, LLC | 75,945 | $7.1M | 0.0% | 1.4% | +21.2% |
| 11 | Rockefeller Capital Management L.P. | 45,130 | $4.2M | 0.0% | 0.8% | +6.0% |
| 12 | Founders Financial Alliance, LLC | 43,652 | $4.1M | 0.5% | 0.8% | -17.8% |
| 13 | OSAIC HOLDINGS, INC. | 43,342 | $4.0M | 0.0% | 0.8% | +3.3% |
| 14 | UBS Group AG | 41,912 | $3.9M | 0.0% | 0.7% | -18.5% |
| 15 | Savvy Advisors, Inc. | 38,798 | $3.6M | 0.1% | 0.7% | +11.4% |
| 16 | BANK OF MONTREAL /CAN/ | 33,788 | $3.1M | 0.0% | 0.6% | -39.9% |
| 17 | Clark Capital Management Group, Inc.NEW | 30,185 | $2.8M | 0.0% | 0.5% | new |
| 18 | Janney Montgomery Scott LLC | 26,950 | $2.5M | 0.0% | 0.5% | -3.4% |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25,836 | $2.4M | 0.0% | 0.5% | -4.3% |
| 20 | WCG Wealth Advisors LLC | 24,788 | $2.3M | 0.1% | 0.4% | +13.3% |
| 21 | Red Wave Investments LLC | 21,013 | $2.0M | 0.5% | 0.4% | -3.0% |
| 22 | Cambridge Investment Research Advisors, Inc. | 19,082 | $1.8M | 0.0% | 0.3% | +0.3% |
| 23 | COLUMBIA ADVISORY PARTNERS LLC | 18,768 | $1.7M | 1.0% | 0.3% | -0.1% |
| 24 | CITADEL ADVISORS LLC | 18,102 | $1.7M | 0.0% | 0.3% | -14.8% |
| 25 | TRUIST FINANCIAL CORP | 17,973 | $1.7M | 0.0% | 0.3% | +14.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.