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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

39 hedge funds and large institutions have $85.4M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
11
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$196K +$1.05K +45 +0.5%
ASN
27
Advisory Services Network
Georgia
$109K +$109K +4,693 New
CSPIA
28
Cary Street Partners Investment Advisory
Virginia
$78.5K +$78.5K +3,380 New
BAM
29
Belpointe Asset Management
Nevada
$65.5K -$55.3K -2,382 -46%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$56.9K -$6.01K -259 -10%
TAM
31
Tucker Asset Management
Colorado
$28.3K
UBS Group
32
UBS Group
Switzerland
$22.6K -$51.3K -2,211 -69%
RG
33
Retirement Group
California
$17K +$182 +8 +1%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$10.6K -$2.99K -129 -22%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$6.94K
GWM
36
Geneos Wealth Management
Colorado
$3.72K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$3K
Fidelity Investments
38
Fidelity Investments
Massachusetts
$2.81K -$2.21K -95 -44%
BTI
39
Blue Trust Inc
Georgia
$1K +$1K +61 New
Jane Street
40
Jane Street
New York
-$1.03M -45,669 Closed
CAN
41
Cetera Advisor Networks
California
-$533K -23,761 Closed
PA
42
Procyon Advisors
Connecticut
-$438K -19,500 Closed
AWM
43
AE Wealth Management
Kansas
-$307K -13,673 Closed
OWA
44
Outlook Wealth Advisors
Texas
-$267K -11,916 Closed
HWM
45
Howard Wealth Management
Connecticut
-$214K -9,550 Closed
RBA
46
Richard Bernstein Advisors
New York
-$18K -844 Closed
IA
47
IFP Advisors
Florida
-$10K -403 Closed