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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 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
27
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRCM
51
Signature Resources Capital Management
California
$47.5K +$47.5K +510 New
CFGS
52
Concourse Financial Group Securities
Alabama
$34.9K -$1.21K -13 -3%
PTC
53
Private Trust Company
Ohio
$32.6K
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$29.2K +$465 +5 +2%
CIA
55
Cape Investment Advisory
Georgia
$24.8K +$651 +7 +3%
SPIA
56
Steward Partners Investment Advisory
New York
$16.8K
Comerica Bank
57
Comerica Bank
Texas
$11.1K
RG
58
Retirement Group
California
$10.4K +$187 +2 +2%
IRC
59
Investors Research Corp
Georgia
$8.56K
FFA
60
Farther Finance Advisors
California
$8.38K
NA
61
NewEdge Advisors
Louisiana
$8.1K
ASN
62
Advisory Services Network
Georgia
$8.01K +$8.01K +86 New
TAM
63
Tucker Asset Management
Colorado
$7.82K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$5K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$4.84K +$4.84K +52 New
GFPC
66
Global Financial Private Client
Florida
$4.65K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$3.82K +$3.35K +36 +720%
FGAM
68
Financial Gravity Asset Management
Texas
$3K +$1.5K +16 +100%
AssetMark Inc
69
AssetMark Inc
California
$2.42K -$6.33K -68 -72%
HNB
70
Huntington National Bank
Ohio
$93 -$7.22K
WI
71
Wintrust Investments
Illinois
-$648K -7,001 Closed
CT
72
Colonial Trust
South Carolina
-$92.6K -1,000 Closed
GRP
73
Global Retirement Partners
California
-$47.8K -521 Closed
CSPIA
74
Cary Street Partners Investment Advisory
Virginia
-$40.8K -441 Closed
PA
75
Parallel Advisors
California
-$36.9K -399 Closed