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iShares Interest Rate Hedged Corporate Bond ETF

78 hedge funds and large institutions have $427M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
31
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFM
26
Mirsky Financial Management
New York
$1.04M +$1.04M +10,790 New
KWM
27
Kingsview Wealth Management
Oregon
$995K +$995K +10,295 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$854K +$849K +8,798 +15,711%
OWA
29
Outlook Wealth Advisors
Texas
$595K +$595K +6,168 New
WP
30
WealthSource Partners
California
$562K -$23.4K -242 -4%
VWM
31
Venturi Wealth Management
Texas
$522K -$3.28K -34 -0.6%
TPWA
32
TRUE Private Wealth Advisors
Oregon
$483K -$261K -2,709 -35%
FFA
33
Founders Financial Alliance
North Carolina
$467K +$10.4K +109 +2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$456K -$510K -5,287 -53%
5L
35
55I LLC
Massachusetts
$429K +$103K +1,066 +32%
PP
36
Patron Partners
Texas
$395K +$3.18K +33 +0.8%
NA
37
NewEdge Advisors
Louisiana
$391K +$25.2K +261 +7%
TWM
38
Titus Wealth Management
California
$383K -$22.9K -237 -6%
NL
39
NWAM LLC
Washington
$379K +$82.8K +859 +28%
MWM
40
Mascoma Wealth Management
New Hampshire
$376K -$49.7K -515 -12%
IWP
41
Icon Wealth Partners
Texas
$369K +$369K +3,824 New
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$364K +$364K +3,770 New
CHAM
43
Clear Harbor Asset Management
Connecticut
$334K
AWE
44
Avidian Wealth Enterprises
Texas
$285K -$118K -1,225 -29%
RWMH
45
Riverpoint Wealth Management Holdings
Illinois
$258K -$996K -10,327 -79%
FWP
46
Firethorn Wealth Partners
Georgia
$216K +$216K +2,241 New
W
47
WealthOne
New York
$213K +$213K +2,207 New
RJA
48
Raymond James & Associates
Florida
$207K +$207K +2,145 New
SPC
49
Sigma Planning Corp
Michigan
$206K -$11.5K -119 -5%
Prudential Financial
50
Prudential Financial
New Jersey
$202K +$202K +2,090 New