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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

49 hedge funds and large institutions have $763M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
6
Increased
28
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$472M +$8.76M +348,251 +2%
RBA
2
Richard Bernstein Advisors
New York
$169M +$13.8M +548,993 +9%
NAM
3
NorthCoast Asset Management
Connecticut
$30.9M +$596K +23,718 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22M +$1.8M +71,522 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M +$791K +31,446 +8%
RH
6
RFG Holdings
Texas
$7.71M +$2.35M +93,593 +44%
TCA
7
Transcend Capital Advisors
New Jersey
$6.09M +$10K +393 +0.2%
LPL Financial
8
LPL Financial
California
$5.98M +$126K +5,018 +2%
WWM
9
WJ Wealth Management
Arizona
$5.66M +$5.14M +204,570 +999%
SCM
10
Seascape Capital Management
New Hampshire
$5.04M +$5.04M +200,475 New
Jane Street
11
Jane Street
New York
$3.99M +$2.41M +95,754 +153%
Stifel Financial
12
Stifel Financial
Missouri
$3.11M +$487K +19,377 +19%
AC
13
Avestar Capital
New York
$2.07M +$449K +17,845 +28%
VWM
14
Venturi Wealth Management
Texas
$1.99M
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.88M +$726K +28,871 +63%
Morgan Stanley
16
Morgan Stanley
New York
$1.72M -$11.7K -467 -0.7%
Citadel Advisors
17
Citadel Advisors
Florida
$1.57M +$627K +24,951 +67%
NL
18
NWAM LLC
Washington
$1.26M +$549K +21,836 +77%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.25M +$1.25M +49,603 New
PP
20
Patron Partners
Texas
$886K +$94.9K +3,777 +12%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$761K +$345K +13,732 +83%
DWM
22
Destination Wealth Management
California
$734K
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$729K +$405K +16,129 +125%
Osaic Holdings
24
Osaic Holdings
Arizona
$706K -$434K -17,239 -38%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$693K +$693K +27,564 New