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iShares Interest Rate Hedged High Yield Bond ETF

96 hedge funds and large institutions have $169M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
33
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$16.5M 190,358 -22,241 -10%
MWM
2
MinichMacGregor Wealth Management
New York
$12.4M 143,113 -16,401 -10%
M
3
MATAURO
New York
$9.82M 113,455 -3,789 -3%
RWA
4
Rooted Wealth Advisors
Illinois
$8.12M 94,159 +3,292 +4%
UBS Group
5
UBS Group
Switzerland
$7.62M 88,064 +2,310 +3%
KA
6
Kovack Advisors
Florida
$7.51M 86,818 -39,161 -31%
AWS
7
Atria Wealth Solutions
New York
$6.71M 77,547 -20,746 -21%
AWM
8
Axxcess Wealth Management
California
$6.35M 73,359 +59,543 +431%
CAAS
9
Capital Asset Advisory Services
Michigan
$6.32M 72,978 +59,156 +428%
SIS
10
Sound Income Strategies
Florida
$5.84M 67,507 -1,053 -2%
FIA
11
Foundations Investment Advisors
Arizona
$5.18M 59,888 -8,440 -12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.61M 53,290 -4,733 -8%
IA
13
Inspire Advisors
Idaho
$4.39M 50,787 +50,787 New
Raymond James Financial
14
Raymond James Financial
Florida
$4.29M 49,536 -2,973 -6%
NWWA
15
New Wave Wealth Advisors
Arkansas
$4.22M 48,762 -106 -0.2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.72M 42,958 +1,725 +4%
Bank of America
17
Bank of America
North Carolina
$3.46M 39,960 -8,108 -17%
AF
18
Advisornet Financial
Minnesota
$3.4M 39,335 +10,661 +37%
MML Investors Services
19
MML Investors Services
Massachusetts
$3M 34,720 -6,346 -15%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.64M 30,552 +4,312 +16%
FFN
21
Focus Financial Network
Minnesota
$2.4M 27,782 +550 +2%
AI
22
AXS Investments
New York
$2.13M 24,613 +24,613 New
IWA
23
IBEX Wealth Advisors
New Jersey
$2M 23,139 +2,310 +11%
CCMG
24
Clark Capital Management Group
Pennsylvania
$1.97M 22,725 -2,928 -11%
FFS
25
Founders Financial Securities
Maryland
$1.87M 21,637 +21,637 New