HYGH icon

iShares Interest Rate Hedged High Yield Bond ETF

49 hedge funds and large institutions have $146M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
12
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$256K -$188K -2,121 -42%
Allianz Asset Management
27
Allianz Asset Management
Germany
$249K -$482K -5,443 -66%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$222K -$444 -5 -0.2%
MML Investors Services
29
MML Investors Services
Massachusetts
$211K +$1.33K +15 +0.6%
BRWA
30
B. Riley Wealth Advisors
Florida
$205K +$205K +2,302 New
AI
31
Atria Investments
North Carolina
$203K -$320K -3,682 -61%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$157K -$80.7K -916 -34%
NFG
33
Next Financial Group
Texas
$103K +$99.8K +1,126 +3,128%
DWM
34
Destination Wealth Management
California
$79K
CAGAS
35
Capital Advisory Group Advisory Services
Minnesota
$71K
GFPC
36
Global Financial Private Capital
Florida
$57K +$57K +644 New
Morgan Stanley
37
Morgan Stanley
New York
$54K -$36.3K -412 -40%
PGAM
38
Princeton Global Asset Management
New Jersey
$47K +$34.7K +395 +282%
CFGS
39
Concourse Financial Group Securities
Alabama
$43K
Citigroup
40
Citigroup
New York
$18K
GI
41
Gradient Investments
Minnesota
$10K
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$8K
BWM
43
BerganKDV Wealth Management
Minnesota
$8K
AIM
44
Advantage Investment Management
Iowa
$7K
GWMIA
45
Global Wealth Management Investment Advisory
Florida
$2K +$2K +26 New
WP
46
WealthSource Partners
California
-$1.87M -20,885 Closed
WWM
47
Western Wealth Management
Colorado
-$528K -5,874 Closed
VWA
48
V Wealth Advisors
Kansas
-$502K -5,579 Closed
CWM
49
Cornerstone Wealth Management
Missouri
-$336K -4,509 Closed
F
50
F3Logic
Minnesota
-$387K -4,326 Closed