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iShares Interest Rate Hedged Corporate Bond ETF

123 hedge funds and large institutions have $941M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+15
Holders Change %
+13.89%
% of All Funds
2.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
31
Increased
32
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$4.55M -$6.86M -75,951 -60%
CCM
27
Condor Capital Management
New Jersey
$4.5M -$88.1K -976 -2%
SC
28
Scotia Capital
Ontario, Canada
$4.19M -$82.5K -914 -2%
DADC
29
D.A. Davidson & Co
Montana
$4.1M +$4.1M +45,441 New
CWA
30
Centennial Wealth Advisory
Michigan
$3.97M +$3.97M +44,019 New
RWI
31
Red Wave Investments
Pennsylvania
$3.86M +$3.2M +35,500 +488%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.78M +$315K +3,486 +9%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.73M -$473K -5,236 -15%
PFP
34
Pinnacle Financial Partners
Tennessee
$2.6M +$1.42M +15,754 +121%
FIM
35
Freedom Investment Management
Connecticut
$2.57M +$2.57M +28,515 New
Stifel Financial
36
Stifel Financial
Missouri
$2.53M -$1.53M -16,939 -38%
DFC
37
DBK Financial Counsel
Ohio
$2.51M +$36.6K +406 +1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.43M -$79.2K -877 -3%
TCA
39
Transcend Capital Advisors
New Jersey
$2.42M -$1.07M -11,905 -31%
AWS
40
AJ Wealth Strategies
New York
$2.25M
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.88M +$733K +8,121 +64%
GM
42
GeoWealth Management
Illinois
$1.88M +$1.88M +20,750 New
IWM
43
IHT Wealth Management
Illinois
$1.74M +$1.74M +19,237 New
TW
44
TrinityPoint Wealth
Connecticut
$1.7M +$35.8K +397 +2%
MCC
45
Money Concepts Capital
Florida
$1.55M +$174K +1,925 +13%
CIAS
46
Capital Investment Advisory Services
North Carolina
$1.39M +$139K +1,537 +11%
CFO
47
Collective Family Office
Pennsylvania
$1.36M -$4.22M -46,690 -76%
WEG
48
World Equity Group
Illinois
$1.35M +$1.35M +14,947 New
OWA
49
Outlook Wealth Advisors
Texas
$1.35M +$1.35M +14,902 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.29M -$41.4K -459 -3%