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iShares Interest Rate Hedged Corporate Bond ETF

101 hedge funds and large institutions have $357M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
50
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ML
51
McAdam LLC
Pennsylvania
$576K +$77.3K +837 +16%
AAS
52
Avantax Advisory Services
Texas
$564K +$71.2K +771 +14%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$564K -$204K -2,205 -27%
TPWM
54
Twelve Points Wealth Management
Massachusetts
$561K +$561K +6,068 New
ASN
55
Advisory Services Network
Georgia
$493K -$169K -1,817 -26%
FFA
56
Founders Financial Alliance
North Carolina
$485K +$251K +2,713 +107%
TWCA
57
Two West Capital Advisors
Kansas
$425K +$208K +2,238 +96%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$417K +$32.4K +351 +8%
BlackRock
59
BlackRock
New York
$390K +$361K +3,910 +1,257%
BPA
60
Beacon Pointe Advisors
California
$382K +$73.9K +800 +24%
IAS
61
Insigneo Advisory Services
Florida
$366K +$366K +3,956 New
GP
62
Guardian Partners
Canada
$354K +$26.7K +290 +8%
First Trust Advisors
63
First Trust Advisors
Illinois
$332K +$332K +3,594 New
MWM
64
Maridea Wealth Management
New York
$312K +$312K +3,380 New
SPC
65
Sigma Planning Corp
Michigan
$308K +$4.9K +53 +2%
FA
66
FSA Advisors
Michigan
$275K +$35.8K +387 +15%
GM
67
GeoWealth Management
Illinois
$274K +$66.9K +724 +32%
GWMR
68
GC Wealth Management RIA
Massachusetts
$273K +$66.6K +721 +32%
VCWM
69
Vista Cima Wealth Management
Arizona
$260K +$7.39K +80 +3%
GVAG
70
Great Valley Advisor Group
Delaware
$257K -$109K -1,179 -30%
PAG
71
Private Advisor Group
New Jersey
$233K +$233K +2,518 New
EWA
72
EP Wealth Advisors
California
$232K -$97K -1,050 -30%
AAS
73
Ameritas Advisory Services
Nebraska
$228K -$50.3K -544 -18%
HI
74
Harbour Investments
Wisconsin
$228K -$2.59K -28 -1%
SW
75
SteelPeak Wealth
California
$224K +$224K +2,419 New