Who owns LQDH?
iShares Interest Rate Hedged Corporate Bond ETF · iShares
97 institutions reported holding LQDH, worth $321.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LQDH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Destination Wealth Management | Walnut Creek, CA | $90.1M | 967,931 | +38,286 shares |
| LPL Financial LLC | Fort Mill, SC | $37.0M | 396,750 | +30,849 shares |
| Morgan Stanley | New York, NY | $32.4M | 348,308 | +126,589 shares |
| Bank of America Corp. | Charlotte, NC | $30.9M | 331,327 | +38,463 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $14.3M | 153,334 | +84,932 shares |
| Twelve Points Wealth Management LLC | Concord, MA | $11.5M | 123,444 | +10,248 shares |
| Capital Investment Advisory Services, LLC | Raleigh, NC | $10.8M | 115,582 | +1,230 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $10.6M | 113,395 | −74,943 shares |
| Harbour Wealth Management Group, Inc. | Daniel Island, SC | $9.9M | 106,109 | +1,662 shares |
| MML Investors Services, LLC | Springfield, MA | $7.1M | 75,945 | +13,267 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LQDH?
97 institutional managers reported holding LQDH in Form 13F filings for June 30, 2026, worth $321.0M in total. The largest reported position was held by Destination Wealth Management, at $90.1M.
Did institutions buy or sell LQDH last quarter?
Reported 13F value rose 5.2% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 19 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LQDH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.