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iShares Interest Rate Hedged Corporate Bond ETF

114 hedge funds and large institutions have $650M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 24 closing their positions.

Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
18
Increased
42
Reduced
40
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$72.7M 819,389 +539,816 +193%
DWM
2
Destination Wealth Management
California
$68M 766,240 +27,711 +4%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$49.3M 555,546 +73,408 +15%
AIM
4
Astor Investment Management
Illinois
$43.7M 492,710 +321,288 +187%
Bank of America
5
Bank of America
North Carolina
$41.5M 467,111 -2,413,074 -84%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$37.9M 427,341 +55,280 +15%
SI
7
SimpliFi Inc
California
$29.1M 328,041 -14,784 -4%
AWM
8
AE Wealth Management
Kansas
$29M 326,718 +218,160 +201%
F
9
F3Logic
Minnesota
$28.1M 316,891 +13,965 +5%
CA
10
Capital Advantage
California
$22.4M 252,454 -11,298 -4%
LPL Financial
11
LPL Financial
California
$19.8M 223,543 -16,135 -7%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$18.7M 210,416 +5,362 +3%
AI
13
Atria Investments
North Carolina
$17.1M 192,385 +44,453 +30%
HCM
14
HMS Capital Management
Tennessee
$12.9M 145,565 +737 +0.5%
CWA
15
Centennial Wealth Advisory
Michigan
$12M 135,777 +91,758 +208%
Osaic Holdings
16
Osaic Holdings
Arizona
$12M 135,014 +66,121 +96%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$11.7M 131,863 -4,390 -3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$9.65M 108,685 +87,811 +421%
AssetMark Inc
19
AssetMark Inc
California
$7.6M 85,663 -300,287 -78%
UBS Group
20
UBS Group
Switzerland
$6.52M 73,475 -26,871 -27%
GM
21
GeoWealth Management
Illinois
$5.69M 64,133 +43,383 +209%
Jane Street
22
Jane Street
New York
$4.84M 54,581 +46,430 +570%
SCA
23
Southern Capital Advisors
Tennessee
$4.59M 51,721 +1,099 +2%
RWI
24
Red Wave Investments
Pennsylvania
$4.5M 50,678 +7,909 +18%
CCM
25
Condor Capital Management
New Jersey
$4.45M 50,129 +295 +0.6%