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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

35 hedge funds and large institutions have $683M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
20
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$454M +$20.6M +806,233 +5%
RBA
2
Richard Bernstein Advisors
New York
$139M +$9.6M +375,782 +7%
NAM
3
NorthCoast Asset Management
Connecticut
$29.9M +$5.79M +226,621 +24%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.3M +$1.92M +75,025 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.59M +$2.08M +81,523 +32%
TCA
6
Transcend Capital Advisors
New Jersey
$5.92M +$332K +12,969 +6%
RH
7
RFG Holdings
Texas
$5.27M +$5.27M +206,433 New
LPL Financial
8
LPL Financial
California
$4.5M +$4.04M +158,048 +877%
Stifel Financial
9
Stifel Financial
Missouri
$2.83M +$1.04M +40,884 +59%
VWM
10
Venturi Wealth Management
Texas
$2.01M -$9.53K -373 -0.5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.63M +$1.63M +63,653 New
AC
12
Avestar Capital
New York
$1.5M +$134K +5,302 +10%
PP
13
Patron Partners
Texas
$823K +$147K +5,743 +22%
Wells Fargo
14
Wells Fargo
California
$786K +$320K +12,535 +69%
Osaic Holdings
15
Osaic Holdings
Arizona
$757K +$211K +8,245 +39%
NL
16
NWAM LLC
Washington
$678K +$271K +10,590 +66%
DWM
17
Destination Wealth Management
California
$594K +$25K +977 +4%
WWM
18
Wolff Wiese Magana
California
$434K -$61.5K -2,409 -12%
FA
19
FDx Advisors
Illinois
$367K +$27.8K +1,086 +8%
ICP
20
Interchange Capital Partners
Pennsylvania
$352K +$27K +1,060 +8%
DAS
21
Dynamic Advisor Solutions
Arizona
$341K +$341K +13,350 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$312K +$195K +7,640 +167%
Lido Advisors
23
Lido Advisors
California
$257K
LTI
24
Laffer Tengler Investments
Tennessee
$256K +$47.7K +1,866 +23%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$253K +$253K +9,905 New