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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

20 hedge funds and large institutions have $46.9M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
1
NorthCoast Asset Management
Connecticut
$26.3M +$2.37M +98,113 +10%
GLA
2
Good Life Advisors
Pennsylvania
$8.5M +$334K +13,859 +4%
VWA
3
V Wealth Advisors
Kansas
$4.3M -$48.3K -2,002 -1%
LPL Financial
4
LPL Financial
California
$2.42M +$1.13M +46,687 +87%
Stifel Financial
5
Stifel Financial
Missouri
$1.24M +$122K +5,047 +11%
Jane Street
6
Jane Street
New York
$1.2M +$424K +17,584 +55%
Citadel Advisors
7
Citadel Advisors
Florida
$981K +$498K +20,652 +103%
Wells Fargo
8
Wells Fargo
California
$652K -$48 -2 -0%
DWM
9
Destination Wealth Management
California
$537K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$226K -$225K -9,309 -50%
LTI
11
Laffer Tengler Investments
Tennessee
$218K
AssetMark Inc
12
AssetMark Inc
California
$154K +$154K +6,400 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$57K -$15.4K -633 -21%
SPIA
14
Steward Partners Investment Advisory
New York
$23K +$23K +959 New
ASN
15
Advisory Services Network
Georgia
$19K
UBS Group
16
UBS Group
Switzerland
$11K -$71.7K -2,862 -87%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$11K +$11K +472 New
SB
18
Strategic Blueprint
Georgia
$7K +$7K +303 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$3K
GWM
20
Geneos Wealth Management
Colorado
$3K
CRWM
21
Castle Rock Wealth Management
California
-$261K -10,545 Closed
DAS
22
Dynamic Advisor Solutions
Arizona
-$254K -10,286 Closed
AG
23
Advisor Group
Arizona
-$13K -530 Closed
APA
24
American Portfolios Advisors
New York
-$9.92K -402 Closed