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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

38 hedge funds and large institutions have $42M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.9M -$337K -13,981 -3%
YCG
2
Yeomans Consulting Group
Georgia
$6.44M -$3.12M -128,893 -33%
SIS
3
Sound Income Strategies
Florida
$5.83M -$57.2K -2,374 -1%
IA
4
Integrity Alliance
Iowa
$3.38M +$72.7K +3,016 +2%
LPL Financial
5
LPL Financial
California
$3.21M +$266K +11,039 +9%
Bank of America
6
Bank of America
North Carolina
$2.55M -$19.8K -822 -0.8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.19M +$1.9M +78,964 +657%
AAS
8
Ameritas Advisory Services
Nebraska
$845K -$105K -4,353 -11%
DWM
9
Destination Wealth Management
California
$740K +$3.28K +136 +0.4%
Jane Street
10
Jane Street
New York
$709K +$709K +29,397 New
Raymond James Financial
11
Raymond James Financial
Florida
$617K -$5.43K -225 -0.9%
PAS
12
Park Avenue Securities
New York
$569K +$192K +7,970 +51%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$458K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$409K +$34.5K +1,432 +9%
Goldman Sachs
15
Goldman Sachs
New York
$386K +$386K +15,996 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$337K +$24.3K +1,006 +8%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$308K +$308K +12,751 New
TC
18
Trilogy Capital
California
$282K -$86.5K -3,589 -23%
FPAS
19
Focus Partners Advisor Solutions
Missouri
$282K +$4.58K +190 +2%
VCWM
20
Vista Cima Wealth Management
Arizona
$259K +$7.62K +316 +3%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$243K +$243K +10,077 New
Osaic Holdings
22
Osaic Holdings
Arizona
$225K -$12.9K -529 -5%
PS
23
Principal Securities
Iowa
$168K -$117K -4,834 -41%
AG
24
AmeriFlex Group
Nevada
$156K +$27.1K +1,135 +21%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$135K