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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

17 hedge funds and large institutions have $51.9M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
1
Increased
7
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
1
NorthCoast Asset Management
Connecticut
$30.7M +$3.08M +121,629 +11%
GLA
2
Good Life Advisors
Pennsylvania
$9.18M +$236K +9,295 +3%
VWA
3
V Wealth Advisors
Kansas
$4.3M
LPL Financial
4
LPL Financial
California
$2.81M +$266K +10,492 +10%
Stifel Financial
5
Stifel Financial
Missouri
$1.57M +$267K +10,533 +20%
Citadel Advisors
6
Citadel Advisors
Florida
$937K -$94.4K -3,723 -9%
Wells Fargo
7
Wells Fargo
California
$677K -$7.4K -292 -1%
Jane Street
8
Jane Street
New York
$626K -$635K -25,081 -50%
DWM
9
Destination Wealth Management
California
$565K
LTI
10
Laffer Tengler Investments
Tennessee
$249K +$19.7K +779 +9%
RG
11
Retirement Group
California
$110K +$110K +4,358 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$60K
ASN
13
Advisory Services Network
Georgia
$25K +$5.29K +210 +27%
SPIA
14
Steward Partners Investment Advisory
New York
$24K
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$22K +$9.98K +392 +83%
GWM
16
Geneos Wealth Management
Colorado
$4K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$226K -9,367 Closed
AssetMark Inc
19
AssetMark Inc
California
-$154K -6,400 Closed
UBS Group
20
UBS Group
Switzerland
-$11K -439 Closed
SB
21
Strategic Blueprint
Georgia
-$7K -303 Closed