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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

51 hedge funds and large institutions have $193M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-9
Holders Change %
-15%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
17
Reduced
20
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
F4L
26
Fortune 45 LLC
Louisiana
$524K -$328K -13,633 -39%
MML Investors Services
27
MML Investors Services
Massachusetts
$371K -$86.9K -3,606 -19%
AWM
28
AE Wealth Management
Kansas
$357K +$23.3K +967 +7%
LTI
29
Laffer Tengler Investments
Tennessee
$355K +$235K +9,730 +195%
BAM
30
Belpointe Asset Management
Nevada
$338K +$93K +3,852 +38%
OWA
31
Outlook Wealth Advisors
Texas
$314K -$1.9K -79 -0.6%
HWM
32
Howard Wealth Management
Connecticut
$252K +$252K +10,475 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$247K +$247K +10,225 New
FFG
34
Ford Financial Group
California
$232K +$96 +4 +0%
CSPAM
35
Cary Street Partners Asset Management
Virginia
$206K -$2.06M -85,217 -91%
Osaic Holdings
36
Osaic Holdings
Arizona
$87K -$1.1M -45,971 -93%
UBS Group
37
UBS Group
Switzerland
$59K +$15.8K +649 +37%
UB
38
UMB Bank
Missouri
$55K +$55K +2,281 New
WWM
39
Wolff Wiese Magana
California
$52K -$411K -17,067 -89%
TAM
40
Tucker Asset Management
Colorado
$29.2K
RG
41
Retirement Group
California
$27K +$71 +3 +0.3%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$14K
IA
43
IFP Advisors
Florida
$10K +$10K +402 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$9K +$8.9K +354 +8,850%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$7K
IFAM
46
Institutional & Family Asset Management
Colorado
$4K -$30.7K -1,190 -88%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$3K
GWM
48
Geneos Wealth Management
Colorado
$3K
WWP
49
WR Wealth Planners
Missouri
$1.18K +$1.18K +49 New
S
50
SignatureFD
Georgia
$1K -$25.1K -703 -96%