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iShares Interest Rate Hedged Corporate Bond ETF

109 hedge funds and large institutions have $378M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$83.3M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.4M
LPL Financial
3
LPL Financial
California
$36.8M
Bank of America
4
Bank of America
North Carolina
$26.4M
LWL
5
Leo Wealth LLC
Texas
$24.5M
MML Investors Services
6
MML Investors Services
Massachusetts
$15.7M
UBS Group
7
UBS Group
Switzerland
$12.9M
CIAS
8
Capital Investment Advisory Services
North Carolina
$10.2M
Morgan Stanley
9
Morgan Stanley
New York
$9.29M
HWMG
10
Harbour Wealth Management Group
South Carolina
$8.96M
Raymond James Financial
11
Raymond James Financial
Florida
$7.14M
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$5.35M
TPWM
13
Twelve Points Wealth Management
Massachusetts
$5.19M
OIA
14
OneDigital Investment Advisors
Kansas
$4.79M
BFG
15
Beacon Financial Group
Texas
$4.72M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.34M
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$4.09M
Osaic Holdings
18
Osaic Holdings
Arizona
$3.84M
PCIA
19
Prime Capital Investment Advisors
Kansas
$3.76M
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$3.22M
SAI
21
Savvy Advisors Inc
New York
$2.94M
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.89M
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.61M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.6M
UCFA
25
United Capital Financial Advisors
Texas
$2.38M