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iShares Interest Rate Hedged Corporate Bond ETF

100 hedge funds and large institutions have $357M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$12M
2 -$4.02M
3 -$3.98M
4
Bank of America
Bank of America
North Carolina
-$3.56M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$80.2M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$40.4M
LPL Financial
3
LPL Financial
California
$32.6M
Bank of America
4
Bank of America
North Carolina
$26.6M
MML Investors Services
5
MML Investors Services
Massachusetts
$14.2M
SC
6
Scotia Capital
Ontario, Canada
$12.4M
UBS Group
7
UBS Group
Switzerland
$12.1M
LWL
8
Leo Wealth LLC
Texas
$10.5M
CIAS
9
Capital Investment Advisory Services
North Carolina
$10.1M
Morgan Stanley
10
Morgan Stanley
New York
$7.48M
Raymond James Financial
11
Raymond James Financial
Florida
$6.86M
FIA
12
Foundations Investment Advisors
Arizona
$5.34M
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$5.17M
BFG
14
Beacon Financial Group
Texas
$4.97M
OIA
15
OneDigital Investment Advisors
Kansas
$4.88M
Osaic Holdings
16
Osaic Holdings
Arizona
$4.84M
AF
17
Advisornet Financial
Minnesota
$4.65M
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.15M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.63M
AssetMark Inc
20
AssetMark Inc
California
$3.41M
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$3.41M
PCIA
22
Prime Capital Investment Advisors
Kansas
$3.15M
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$2.78M
CAP
24
Columbia Advisory Partners
Washington
$2.66M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.64M