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iShares Interest Rate Hedged Corporate Bond ETF

85 hedge funds and large institutions have $276M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 30 closing their positions.

Holders
85
Holders Change
-23
Holders Change %
-21.3%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
21
Reduced
39
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWM
1
Destination Wealth Management
California
$66.3M 723,880 +42,407 +6%
Bank of America
2
Bank of America
North Carolina
$20.7M 225,994 -34,829 -13%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$20.4M 223,108 +15,569 +8%
AssetMark Inc
4
AssetMark Inc
California
$18.5M 201,582 +131,515 +188%
LB
5
Leo Brokerage
Texas
$16.7M 182,465 +182,465 New
LPL Financial
6
LPL Financial
California
$14.6M 159,518 -31,449 -16%
HCM
7
HMS Capital Management
Tennessee
$12.5M 136,606 -1,527 -1%
Jane Street
8
Jane Street
New York
$11.5M 125,481 +44,819 +56%
GFA
9
Gallagher Fiduciary Advisors
Illinois
$7.21M 78,685 +78,685 New
UBS Group
10
UBS Group
Switzerland
$5.47M 59,708 -8,744 -13%
FFN
11
Focus Financial Network
Minnesota
$5.05M 55,153 +55,153 New
AI
12
Atria Investments
North Carolina
$4.82M 52,573 -29,694 -36%
CCM
13
Condor Capital Management
New Jersey
$4.74M 51,678 +1,777 +4%
SCA
14
Southern Capital Advisors
Tennessee
$4.73M 51,621 +2,021 +4%
RWI
15
Red Wave Investments
Pennsylvania
$4.66M 50,875 -1,053 -2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$4.64M 50,657 -11,729 -19%
KWM
17
KFG Wealth Management
Indiana
$4.57M 49,938 +1,715 +4%
SC
18
Scotia Capital
Ontario, Canada
$4.52M 49,315 -1,919 -4%
Citadel Advisors
19
Citadel Advisors
Florida
$3.58M 39,018 +7,306 +23%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.4M 37,151 +12,608 +51%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.08M 33,632 -87,559 -72%
TC
22
Trilogy Capital
California
$2.97M 32,418 -2,352 -7%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$2.86M 31,190 -38,577 -55%
FIM
24
Freedom Investment Management
Connecticut
$2.36M 25,744 -365 -1%
PFP
25
Pinnacle Financial Partners
Tennessee
$2.16M 23,564 +26 +0.1%