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iShares Interest Rate Hedged Corporate Bond ETF

58 hedge funds and large institutions have $181M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 10 closing their positions.

Holders
58
Holders Change
+18
Holders Change %
+45%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
15
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$56.1M 623,948 -349,964 -36%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.9M 332,904 +329,920 +11,056%
UBS Group
3
UBS Group
Switzerland
$18.2M 201,971 +176,952 +707%
Bank of America
4
Bank of America
North Carolina
$14.4M 159,703 +146,822 +1,140%
LPL Financial
5
LPL Financial
California
$12.1M 134,077 +79,986 +148%
Jane Street
6
Jane Street
New York
$4.54M 50,469 -7,605 -13%
UCFA
7
United Capital Financial Advisors
Texas
$4.45M 49,527 +49,527 New
LWM
8
Lenox Wealth Management
Ohio
$3.94M 43,776 +43,776 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.72M 41,403 -39,902 -49%
Betterment LLC
10
Betterment LLC
New York
$3.68M 40,908 +40,908 New
Osaic Holdings
11
Osaic Holdings
Arizona
$3.6M 40,026 -13,552 -25%
TSA
12
Tri-Star Advisors
Texas
$3.5M 38,198 +38,198 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.65M 29,511 +4,105 +16%
Stifel Financial
14
Stifel Financial
Missouri
$2.55M 28,337 +28,337 New
AWM
15
AE Wealth Management
Kansas
$1.94M 21,581 +21,581 New
SS
16
Simplicity Solutions
Minnesota
$1.9M 21,089 +21,089 New
SFA
17
Semmax Financial Advisors
North Carolina
$1.75M 19,489 +19,489 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.35M 14,970 +5,219 +54%
OFG
19
OmniStar Financial Group
North Carolina
$1.26M 13,973 +13,973 New
SCA
20
Snowden Capital Advisors
New York
$1.15M 12,739 +12,739 New
Wells Fargo
21
Wells Fargo
California
$922K 10,250 -5,594 -35%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$821K 9,133 +9,133 New
RWMH
23
Riverpoint Wealth Management Holdings
Illinois
$801K 8,910 +589 +7%
MML Investors Services
24
MML Investors Services
Massachusetts
$719K 8,002 +8,002 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$677K 7,531 +7,531 New