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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

39 hedge funds and large institutions have $68.8M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-12
Holders Change %
-23.53%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
9
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
1
Connectus Wealth
Ohio
$24.4M -$1.36M -59,059 -5%
SCM
2
Seascape Capital Management
New Hampshire
$8.71M -$116K -5,031 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.91M +$1.19M +51,490 +32%
Wells Fargo
4
Wells Fargo
California
$4.7M +$2.01M +87,255 +75%
SCA
5
Southern Capital Advisors
Tennessee
$4.66M +$81.9K +3,550 +2%
Stifel Financial
6
Stifel Financial
Missouri
$3.87M +$592K +25,645 +18%
Morgan Stanley
7
Morgan Stanley
New York
$2.54M -$168K -7,266 -6%
Jane Street
8
Jane Street
New York
$2.11M -$20.1M -869,478 -90%
CFGS
9
Concourse Financial Group Securities
Alabama
$1.79M +$1.79M +77,658 New
LPL Financial
10
LPL Financial
California
$1.69M +$15.4K +666 +0.9%
LTI
11
Laffer Tengler Investments
Tennessee
$1.3M +$965K +41,820 +284%
HWMA
12
Heritage Wealth Management (Arizona)
Arizona
$1.11M +$1.11M +48,117 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.06M +$976K +42,285 +1,163%
CFO
14
Collective Family Office
Pennsylvania
$1.05M -$370K -16,060 -26%
PA
15
Procyon Advisors
Connecticut
$626K -$4.83M -209,206 -89%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$563K -$49.2K -2,137 -8%
CAN
17
Cetera Advisor Networks
California
$552K -$74.1K -3,213 -12%
DWM
18
Destination Wealth Management
California
$514K -$160K -6,922 -24%
BCM
19
Brookstone Capital Management
Illinois
$397K +$397K +17,110 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$368K -$1.58M -68,320 -81%
AWM
21
AE Wealth Management
Kansas
$323K -$18.9K -818 -6%
BAM
22
Belpointe Asset Management
Nevada
$308K -$15.5K -669 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$301K +$65.2K +2,826 +28%
OWA
24
Outlook Wealth Advisors
Texas
$282K -$18.9K -818 -6%
FFG
25
Ford Financial Group
California
$223K +$1.08K +47 +0.5%