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iShares Interest Rate Hedged Corporate Bond ETF

69 hedge funds and large institutions have $204M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 20 closing their positions.

Holders
69
Holders Change
-16
Holders Change %
-18.82%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
4
Increased
20
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
26
Aquire Wealth Advisors
Utah
$1.17M +$7.44K +80 +0.6%
Morgan Stanley
27
Morgan Stanley
New York
$1.17M -$401K -4,319 -26%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.06M +$428K +4,604 +67%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.03M -$40.3K -434 -4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.02M -$553K -5,947 -35%
ACM
31
AlphaStar Capital Management
North Carolina
$921K +$921K +9,906 New
MML Investors Services
32
MML Investors Services
Massachusetts
$571K +$94.3K +1,014 +20%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$449K +$81.8K +880 +22%
CAN
34
Cetera Advisor Networks
California
$383K -$8.09K -87 -2%
FFA
35
Founders Financial Alliance
North Carolina
$375K -$186 -2 -0%
WP
36
WealthShield Partners
North Carolina
$359K -$1.02M -10,924 -74%
Osaic Holdings
37
Osaic Holdings
Arizona
$356K -$564K -6,070 -61%
FGAM
38
Financial Gravity Asset Management
Texas
$338K +$3.64K +1 +1%
AFAS
39
Acorn Financial Advisory Services
Virginia
$303K -$70.5K -758 -19%
HI
40
Harbour Investments
Wisconsin
$299K -$2.51K -27 -0.8%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$263K -$1.29M -13,873 -83%
PAG
42
Private Advisor Group
New Jersey
$260K -$6.14K -66 -2%
BCM
43
Brookstone Capital Management
Illinois
$255K -$54.8K -593 -18%
CA
44
Cetera Advisors
Colorado
$219K -$192K -2,066 -47%
GCA
45
Guardian Capital Advisors
Ontario, Canada
$208K
BCV
46
Banque Cantonale Vaudoise
Switzerland
$208K +$2.23K +24 +1%
Wells Fargo
47
Wells Fargo
California
$161K +$79.8K +859 +98%
CT
48
Colonial Trust
South Carolina
$92.9K
MWM
49
Mascoma Wealth Management
New Hampshire
$80.4K -$149K -1,608 -65%
PA
50
Parallel Advisors
California
$79.2K -$9.76K -105 -11%