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iShares Interest Rate Hedged High Yield Bond ETF

43 hedge funds and large institutions have $72.1M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
26
Wintrust Investments
Illinois
$386K +$386K +4,631 New
BlackRock
27
BlackRock
New York
$367K
WAM
28
Worth Asset Management
Texas
$351K +$351K +4,209 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$263K +$62.9K +756 +31%
AA
30
Advisory Alpha
Michigan
$259K +$917 +11 +0.4%
RG
31
Rathbones Group
United Kingdom
$249K +$249K +2,994 New
SAM
32
Synergy Asset Management
Washington
$235K +$235K +2,816 New
Wells Fargo
33
Wells Fargo
California
$146K -$79.2K -951 -35%
HWP
34
Highline Wealth Partners
California
$116K -$44.7K -537 -28%
Morgan Stanley
35
Morgan Stanley
New York
$60K
PGAM
36
Princeton Global Asset Management
New Jersey
$24.7K
NS
37
NBC Securities
Alabama
$22K +$22K +275 New
GRP
38
Global Retirement Partners
California
$18.7K -$18.7K -228 -50%
HI
39
Harbour Investments
Wisconsin
$15.2K
Fidelity Investments
40
Fidelity Investments
Massachusetts
$8.91K
SS
41
Sunbelt Securities
Texas
$8.4K +$83 +1 +1%
AssetMark Inc
42
AssetMark Inc
California
$1.17K
HNB
43
Huntington National Bank
Ohio
$83 -$84
FTUS
44
Flow Traders U.S.
New York
-$590K -7,046 Closed
LSA
45
Lion Street Advisors
Texas
-$263K -3,000 Closed
CW
46
CreativeOne Wealth
Kansas
-$212K -2,526 Closed
WP
47
WealthPLAN Partners
Nebraska
-$18.7K -223 Closed