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iShares Interest Rate Hedged Corporate Bond ETF

74 hedge funds and large institutions have $231M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
29
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.25M -$15.7K -167 -1%
AWA
27
Aquire Wealth Advisors
Utah
$1.2M +$9.97K +106 +0.8%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$1.17M +$8.84K +94 +0.8%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.16M +$76.5K +813 +7%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.09M +$196K +2,079 +22%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M -$157K -1,670 -13%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$959K -$195K -2,071 -17%
TW
33
TrinityPoint Wealth
Connecticut
$955K -$1.88K -20 -0.2%
AWM
34
Able Wealth Management
New Jersey
$954K +$159K +1,692 +20%
TFM
35
Trademark Financial Management
Minnesota
$587K +$108K +1,150 +23%
OWA
36
Outlook Wealth Advisors
Texas
$551K +$132K +1,402 +31%
AAS
37
Avantax Advisory Services
Texas
$472K +$138K +1,467 +41%
JCM
38
Jacobi Capital Management
Pennsylvania
$376K +$79.3K +843 +27%
GFA
39
Gallagher Fiduciary Advisors
Illinois
$372K -$42.7K -454 -10%
HCA
40
Heck Capital Advisors
Wisconsin
$367K +$4.89K +52 +1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$360K +$360K +3,823 New
CAN
42
Cetera Advisor Networks
California
$341K -$48.4K -515 -12%
PAG
43
Private Advisor Group
New Jersey
$306K -$82K -872 -21%
FFA
44
Founders Financial Alliance
North Carolina
$306K -$470 -5 -0.2%
HI
45
Harbour Investments
Wisconsin
$303K
GCA
46
Guardian Capital Advisors
Ontario, Canada
$224K -$9.33K -100 -4%
BCV
47
Banque Cantonale Vaudoise
Switzerland
$184K
FGAM
48
Financial Gravity Asset Management
Texas
$122K +$119K +1,268 +3,963%
MWM
49
Mascoma Wealth Management
New Hampshire
$81.8K
SS
50
Sunbelt Securities
Texas
$71K