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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

39 hedge funds and large institutions have $56.5M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
14
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
1
Connectus Wealth
Ohio
$10.6M -$13.1M -584,245 -55%
SCM
2
Seascape Capital Management
New Hampshire
$8.53M +$58K +2,585 +0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.21M +$430K +19,142 +9%
SCA
4
Southern Capital Advisors
Tennessee
$4.63M +$96.3K +4,292 +2%
Wells Fargo
5
Wells Fargo
California
$4.18M -$398K -17,716 -9%
Morgan Stanley
6
Morgan Stanley
New York
$3.31M +$842K +37,504 +34%
Stifel Financial
7
Stifel Financial
Missouri
$3.18M -$580K -25,843 -15%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.76M +$2.76M +122,929 New
CFGS
9
Concourse Financial Group Securities
Alabama
$1.75M +$10.1K +450 +0.6%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.62M +$589K +26,227 +57%
LPL Financial
11
LPL Financial
California
$1.51M -$130K -5,774 -8%
LTI
12
Laffer Tengler Investments
Tennessee
$1.26M -$12.7K -565 -1%
HWMA
13
Heritage Wealth Management (Arizona)
Arizona
$1.25M +$166K +7,419 +15%
WWM
14
Western Wealth Management
Colorado
$1.04M +$1.04M +46,071 New
Jane Street
15
Jane Street
New York
$1.03M -$1.03M -45,705 -50%
DWM
16
Destination Wealth Management
California
$656K +$156K +6,953 +31%
CAN
17
Cetera Advisor Networks
California
$533K -$3.77K -168 -0.7%
Citadel Advisors
18
Citadel Advisors
Florida
$451K +$451K +20,078 New
PA
19
Procyon Advisors
Connecticut
$438K -$171K -7,632 -28%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$377K +$19.2K +858 +5%
BCM
21
Brookstone Capital Management
Illinois
$360K -$18.3K -829 -5%
AWM
22
AE Wealth Management
Kansas
$307K -$6.98K -311 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$281K -$11.5K -515 -4%
OWA
24
Outlook Wealth Advisors
Texas
$267K -$6.97K -311 -3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$235K -$312K -13,941 -57%