ISHARES INT HEDG CORP BD ETF (LQDH) Institutional Ownership Changes & 13F Activity
ISHARES INT HEDG CORP BD ETF (LQDH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Destination Wealth Management, Bank Of America Corp, Mml Investors Services, Llc, Morgan Stanley, and Harbour Wealth Management Group, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Buy | +104 | +1.7% | 6,298 | $587.92K | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +104 | — | 104 | $9.71K | Q4 2025 | May 12, 2026 |
| Vision Retirement, Llc | Buy | +35 | — | 35 | $3.27K | Q4 2025 | May 07, 2026 |
| Beacon Financial Group | Buy | +50,522 | — | 50,522 | $4.72M | Q4 2025 | Apr 01, 2026 |
| Midfirst Bank | Buy | +97 | — | 97 | $9.05K | Q4 2025 | Feb 25, 2026 |
| Harbour Wealth Management Group, Inc. | Buy | +95,991 | — | 95,991 | $8.96M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +76,449 | — | 76,449 | $7.14M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +16,071 | — | 16,071 | $1.50M | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +6,769 | — | 6,769 | $631.91K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +3,905 | — | 3,905 | $364.49K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +100 | — | 100 | $9.34K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +282,528 | — | 282,528 | $26.37M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +43,768 | — | 43,768 | $4.09M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +41,175 | — | 41,175 | $3.84M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +31,001 | — | 31,001 | $2.89M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +27,919 | — | 27,919 | $2.60M | Q4 2025 | Feb 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +25,463 | — | 25,463 | $2.38M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +10,880 | — | 10,880 | $1.02M | Q4 2025 | Feb 17, 2026 |
| Keebeck Wealth Management | Buy | +6,019 | — | 6,019 | $561.87K | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +5,274 | — | 5,274 | $492.35K | Q4 2025 | Feb 17, 2026 |
| Guardian Partners Inc. | Buy | +3,727 | — | 3,727 | $347.31K | Q4 2025 | Feb 17, 2026 |
| Geowealth Management, Llc | Buy | +3,163 | — | 3,163 | $295.28K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +2,430 | — | 2,430 | $226.84K | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, Llc | Buy | +310 | — | 310 | $28.94K | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | Buy | +308 | — | 308 | $28.76K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +80 | — | 80 | $7.47K | Q4 2025 | Feb 17, 2026 |
| Destination Wealth Management | Buy | +892,414 | — | 892,414 | $83.31M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +167,831 | — | 167,831 | $15.67M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +99,470 | — | 99,470 | $9.29M | Q4 2025 | Feb 13, 2026 |
| Onedigital Investment Advisors Llc | Buy | +51,260 | — | 51,260 | $4.79M | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about LQDH activity
Which institutional owners are buying LQDH?
Institutional owners buying LQDH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LQDH activity?
"Buy" means an investor increased their reported position in LQDH compared to the prior reporting period. This reflects growing exposure to ISHARES INT HEDG CORP BD ETF (LQDH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LQDH increasing?
Institutional interest in LQDH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.