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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

37 hedge funds and large institutions have $47.8M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.2M +$4.5M +187,379 +67%
YCG
2
Yeomans Consulting Group
Georgia
$9.49M +$124K +5,146 +1%
SIS
3
Sound Income Strategies
Florida
$5.87M -$129K -5,390 -2%
MML Investors Services
4
MML Investors Services
Massachusetts
$3.66M +$2.17M +90,537 +146%
IA
5
Integrity Alliance
Iowa
$3.29M -$5.43K -226 -0.2%
LPL Financial
6
LPL Financial
California
$2.93M +$841K +35,035 +40%
Bank of America
7
Bank of America
North Carolina
$2.56M +$1.43M +59,446 +126%
OIA
8
OneDigital Investment Advisors
Kansas
$1.67M +$262K +10,915 +19%
AAS
9
Ameritas Advisory Services
Nebraska
$946K +$141K +5,875 +18%
Citadel Advisors
10
Citadel Advisors
Florida
$796K +$796K +33,144 New
DWM
11
Destination Wealth Management
California
$734K +$2.28K +95 +0.3%
Raymond James Financial
12
Raymond James Financial
Florida
$620K -$49.8K -2,073 -7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$456K +$6K +250 +1%
PAS
14
Park Avenue Securities
New York
$376K +$376K +15,644 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$373K -$4.34M -180,572 -92%
TC
16
Trilogy Capital
California
$367K -$214K -8,894 -37%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$311K +$49.8K +2,074 +19%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$289K +$85.3K +3,554 +42%
PS
19
Principal Securities
Iowa
$287K
FPAS
20
Focus Partners Advisor Solutions
Missouri
$276K +$3.17K +132 +1%
VCWM
21
Vista Cima Wealth Management
Arizona
$250K +$24.8K +1,033 +11%
Osaic Holdings
22
Osaic Holdings
Arizona
$235K +$12.7K +529 +6%
OC
23
Oppenheimer & Co
New York
$231K -$44.4K -1,850 -16%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$134K
AG
25
AmeriFlex Group
Nevada
$129K +$129K +5,390 New