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iShares Interest Rate Hedged Corporate Bond ETF

90 hedge funds and large institutions have $530M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
22
Increased
40
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$145M 1,508,940 +33,201 +2%
RBA
2
Richard Bernstein Advisors
New York
$81M 841,237 +61,038 +8%
AssetMark Inc
3
AssetMark Inc
California
$46.9M 486,564 +10,379 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$39.8M 413,792 +37,684 +10%
LPL Financial
5
LPL Financial
California
$28.5M 296,319 +63,234 +27%
SI
6
SimpliFi Inc
California
$26.3M 273,079 +273,079 New
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$23.7M 245,775 +245,775 New
HA
8
Harborview Advisors
Maine
$14.5M 150,526 +13,579 +10%
MFM
9
Mirsky Financial Management
New York
$12.5M 130,228 +119,438 +1,107%
BlackRock
10
BlackRock
New York
$9.81M 101,840 -4,966 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.37M 86,963 +12,348 +17%
Wells Fargo
12
Wells Fargo
California
$8.13M 84,437 +14,633 +21%
WA
13
WestEnd Advisors
North Carolina
-70 Closed
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.04M 73,087 +17,816 +32%
UBS Group
15
UBS Group
Switzerland
$6.26M 64,987 -1,589 -2%
GL
16
Graypoint LLC
New York
$6.08M 63,168 +26,178 +71%
MWC
17
MBM Wealth Consultants
Missouri
$5.75M 59,728 +16,551 +38%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.66M 48,421 -3,107 -6%
LB
19
Leo Brokerage
Texas
$4.56M 47,370 -1,044 -2%
CA
20
Cetera Advisors
Colorado
$4.05M 42,010 +2,946 +8%
Morgan Stanley
21
Morgan Stanley
New York
$3.89M 40,397 +39,181 +3,222%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$2.43M 25,202 +16,348 +185%
AWS
23
AJ Wealth Strategies
New York
$2.4M 24,921 +24,921 New
Stifel Financial
24
Stifel Financial
Missouri
$2.21M 22,946 -20,257 -47%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota