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iShares Interest Rate Hedged Corporate Bond ETF

100 hedge funds and large institutions have $353M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
49
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWM
1
Destination Wealth Management
California
$76.1M 823,462 +7,599 +0.9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.5M 395,512 +181,329 +85%
Bank of America
3
Bank of America
North Carolina
$29.8M 321,989 -41,412 -11%
LPL Financial
4
LPL Financial
California
$26.7M 288,521 +15,954 +6%
LWL
5
Leo Wealth LLC
Texas
$22.3M 240,710 +143,244 +147%
MML Investors Services
6
MML Investors Services
Massachusetts
$14.1M 152,750 +16,748 +12%
SC
7
Scotia Capital
Ontario, Canada
$11.6M 125,967 +10,294 +9%
UBS Group
8
UBS Group
Switzerland
$11.4M 123,157 +13,527 +12%
CIAS
9
Capital Investment Advisory Services
North Carolina
$9.44M 102,131 +353 +0.3%
AssetMark Inc
10
AssetMark Inc
California
$7.3M 79,015 -149,439 -65%
Morgan Stanley
11
Morgan Stanley
New York
$7.21M 78,003 -4,751 -6%
BFG
12
Beacon Financial Group
Texas
$6.43M 69,544 -3,113 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.13M 66,244 +19,284 +41%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$5.07M 54,886 +48,227 +724%
FIA
15
Foundations Investment Advisors
Arizona
$5.02M 54,378 -8,315 -13%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$4.96M 53,708 +336 +0.6%
OIA
17
OneDigital Investment Advisors
Kansas
$4.32M 46,759 +46,759 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$4.02M 43,505 +43,505 New
AF
19
Advisornet Financial
Minnesota
$3.34M 36,163 +9,860 +37%
Raymond James Financial
20
Raymond James Financial
Florida
$3.32M 35,912 +4,493 +14%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.12M 33,734 +11,046 +49%
PCIA
22
Prime Capital Investment Advisors
Kansas
$2.95M 31,915 -6,934 -18%
CAP
23
Columbia Advisory Partners
Washington
$2.95M 31,910 -5,605 -15%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.7M 29,241 +9,154 +46%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.43M 26,247 -112 -0.4%