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iShares Interest Rate Hedged Corporate Bond ETF

37 hedge funds and large institutions have $234M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
9
Increased
15
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SMFG
1
Sumitomo Mitsui Financial Group
Japan
$103M 479,900 -600,100 -56%
Morgan Stanley
2
Morgan Stanley
New York
$48.4M 497,800 +497,800 New
SI
3
SimpliFi Inc
California
$20.9M 215,125 +215,125 New
AssetMark Inc
4
AssetMark Inc
California
$14.4M 147,762 +20,115 +16%
MWM
5
Mascoma Wealth Management
New Hampshire
$7.35M 75,650 +38,442 +103%
SC
6
Scotia Capital
Ontario, Canada
$7.33M 75,440 +16,414 +28%
Bank of America
7
Bank of America
North Carolina
$5.39M 55,506 -2,256 -4%
UBS Group
8
UBS Group
Switzerland
$4.29M 44,119 +7,304 +20%
SPC
9
Sigma Planning Corp
Michigan
$2.98M 30,647 +10,283 +50%
LPL Financial
10
LPL Financial
California
$2.62M 26,984 +7,467 +38%
FA
11
Fortis Advisors
Pennsylvania
$2.55M 26,240 -179 -0.7%
DBRC
12
D.B. Root & Company
Pennsylvania
$2.43M 25,024 +201 +0.8%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.16M 22,203 +7,896 +55%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.52M 15,689 +8,372 +114%
GFPC
15
Global Financial Private Capital
Florida
$1.26M 12,944 +10,566 +444%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$918K 9,449 +2,094 +28%
Jane Street
17
Jane Street
New York
$908K 9,349 -12,755 -58%
AG
18
Advisor Group
Arizona
$849K 8,741 +2,620 +43%
WPSG
19
Wealth & Pension Services Group
Georgia
$793K 8,159 +8,159 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$663K 6,819 +6,819 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$533K 5,486 +5,486 New
Stifel Financial
22
Stifel Financial
Missouri
$516K 5,300 -604 -10%
TWM
23
Titus Wealth Management
California
$406K 4,176
IA
24
IFP Advisors
Florida
$322K 3,312 +305 +10%
SCA
25
Snowden Capital Advisors
New York
$272K 2,795 -245 -8%