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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

52 hedge funds and large institutions have $723M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+17
Holders Change %
+48.57%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
21
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$467M +$16.3M +642,659 +4%
RBA
2
Richard Bernstein Advisors
New York
$156M +$18.1M +713,530 +13%
NAM
3
NorthCoast Asset Management
Connecticut
$30.6M +$842K +33,183 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.3M +$148K +5,835 +0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.1M +$1.54M +60,718 +18%
TCA
6
Transcend Capital Advisors
New Jersey
$6.03M +$160K +6,328 +3%
LPL Financial
7
LPL Financial
California
$5.91M +$1.44M +56,934 +32%
RH
8
RFG Holdings
Texas
$5.41M +$170K +6,722 +3%
Stifel Financial
9
Stifel Financial
Missouri
$2.65M -$157K -6,182 -6%
VWM
10
Venturi Wealth Management
Texas
$2M +$3.22K +127 +0.2%
Morgan Stanley
11
Morgan Stanley
New York
$1.75M +$1.71M +67,342 +4,311%
AC
12
Avestar Capital
New York
$1.63M +$124K +4,900 +8%
Jane Street
13
Jane Street
New York
$1.59M +$1.59M +62,757 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$453K -17,888 -28%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.15M +$397K +15,647 +53%
Citadel Advisors
16
Citadel Advisors
Florida
$947K +$947K +37,332 New
PP
17
Patron Partners
Texas
$798K -$19.1K -753 -2%
DWM
18
Destination Wealth Management
California
$741K +$151K +5,945 +26%
NL
19
NWAM LLC
Washington
$717K +$44.5K +1,756 +7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$627K +$376K +14,828 +150%
SWA
21
Stratos Wealth Advisors
Ohio
$538K +$538K +21,199 New
WWM
22
WJ Wealth Management
Arizona
$519K +$519K +20,481 New
DAS
23
Dynamic Advisor Solutions
Arizona
$503K +$165K +6,500 +49%
WWM
24
Wolff Wiese Magana
California
$431K
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$420K +$110K +4,344 +36%