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iShares Interest Rate Hedged Corporate Bond ETF

85 hedge funds and large institutions have $276M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-23
Holders Change %
-21.3%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
21
Reduced
39
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
51
Money Concepts Capital
Florida
$281K +$229K +6,113 +439%
PAG
52
Private Advisor Group
New Jersey
$262K +$262K +2,859 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$233K -$210K -2,294 -47%
MWM
54
Mascoma Wealth Management
New Hampshire
$227K
GCA
55
Guardian Capital Advisors
Ontario, Canada
$204K -$189K -2,074 -48%
BCV
56
Banque Cantonale Vaudoise
Switzerland
$203K -$3.94K -43 -2%
CT
57
Colonial Trust
South Carolina
$91.6K
PA
58
Parallel Advisors
California
$87.7K -$63K -687 -42%
Wells Fargo
59
Wells Fargo
California
$80.2K -$24M -262,130 -100%
GRP
60
Global Retirement Partners
California
$53.1K +$5.72K +63 +12%
NA
61
NewEdge Advisors
Louisiana
$40.4K -$124K -1,352 -75%
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$40.4K -$45.8K -500 -53%
WWP
63
WR Wealth Planners
Missouri
$39.4K
CFGS
64
Concourse Financial Group Securities
Alabama
$36.2K
ASN
65
Advisory Services Network
Georgia
$32.1K -$289K -3,159 -90%
PTC
66
Private Trust Company
Ohio
$32.1K
CIA
67
Cape Investment Advisory
Georgia
$23.1K +$23.1K +252 New
SPIA
68
Steward Partners Investment Advisory
New York
$16.6K
BWM
69
BerganKDV Wealth Management
Minnesota
$14.8K +$14.8K +161 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$13.5K
AAS
71
Ameritas Advisory Services
Nebraska
$10.9K +$10.9K +119 New
GFPC
72
Global Financial Private Client
Florida
$10.8K
RG
73
Retirement Group
California
$10K -$5.14K -54 -34%
IRC
74
Investors Research Corp
Georgia
$8.43K
BTI
75
Blue Trust Inc
Georgia
$8K