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iShares Interest Rate Hedged Corporate Bond ETF

74 hedge funds and large institutions have $231M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
29
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWM
1
Destination Wealth Management
California
$69.8M 742,139 +36,186 +5%
Bank of America
2
Bank of America
North Carolina
$28.4M 302,158 -1,535 -0.5%
LWL
3
Leo Wealth LLC
Texas
$19.3M 204,848 +11,330 +6%
LPL Financial
4
LPL Financial
California
$17.4M 184,901 +34,008 +23%
BFG
5
Beacon Financial Group
Texas
$11.5M 122,498 -875 -0.7%
SC
6
Scotia Capital
Ontario, Canada
$10.8M 115,343 +59,789 +108%
Jane Street
7
Jane Street
New York
$6.9M 73,342 -21,253 -22%
CIAS
8
Capital Investment Advisory Services
North Carolina
$5.41M 57,548 +29,651 +106%
KWM
9
KFG Wealth Management
Indiana
$5.1M 54,180 -964 -2%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$4.53M 48,124 +2,803 +6%
Citadel Advisors
11
Citadel Advisors
Florida
$3.92M 41,672 +29,735 +249%
PCIA
12
Prime Capital Investment Advisors
Kansas
$3.78M 40,179 +35,905 +840%
Morgan Stanley
13
Morgan Stanley
New York
$3.53M 37,515 +20,689 +123%
AssetMark Inc
14
AssetMark Inc
California
$3.51M 37,337 +37,311 +143,504%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.07M 32,673 +23,823 +269%
RWI
16
Red Wave Investments
Pennsylvania
$2.64M 28,028 -4,116 -13%
UBS Group
17
UBS Group
Switzerland
$2.57M 27,277 +3,054 +13%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.35M 24,939 -4,161 -14%
TC
19
Trilogy Capital
California
$2.18M 23,150 -5,489 -19%
FIM
20
Freedom Investment Management
Connecticut
$2.05M 21,771 -950 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.74M 18,519 +5,574 +43%
SHJ
22
Sharkey, Howes & Javer
Colorado
$1.47M 15,629
WWA
23
WCG Wealth Advisors
Nevada
$1.37M 14,575 +1,540 +12%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.33M 14,131 +14,131 New
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.32M 14,028 -2,692 -16%