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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

Overview Fund Activity

47 hedge funds and large institutions have $69M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
12
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
Tidal Investments
Wisconsin
$5.87M
2
EF
2
Empowered Funds
Pennsylvania
$3.76M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.76M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$1.43M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.88M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.26M
2
RSWM
2
Robertson Stephens Wealth Management
California
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.48M
4
MWM
4
MinichMacGregor Wealth Management
New York
$6.69M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
26
Vista Investment Management
Pennsylvania
$429K -$26.2K -312 -6%
NA
27
NewEdge Advisors
Louisiana
$408K – – –
TFM
28
Trademark Financial Management
Minnesota
$330K +$330K +3,925 New
RG
29
Rathbones Group
United Kingdom
$252K – – –
ES
30
Eagle Strategies
New York
$218K +$218K +2,596 New
AA
31
Advisory Alpha
Michigan
$217K -$44.8K -533 -17%
AWS
32
Atria Wealth Solutions
New York
$216K +$216K +2,573 New
Morgan Stanley
33
Morgan Stanley
New York
$116K +$55.2K +656 +91%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$112K -$151K -1,814 -57%
HWP
35
Highline Wealth Partners
California
$91K -$25.5K -304 -22%
Wells Fargo
36
Wells Fargo
California
$53.1K -$93.9K -1,117 -64%
NS
37
NBC Securities
Alabama
$23K – – –
GRP
38
Global Retirement Partners
California
$19.2K – – –
PGAM
39
Princeton Global Asset Management
New Jersey
$18.9K -$6.05K -72 -24%
AWM
40
Able Wealth Management
New Jersey
$16.9K +$16.9K +201 New
HI
41
Harbour Investments
Wisconsin
$15.3K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$12.8K +$3.78K +45 +42%
CFD
43
Creative Financial Designs
Indiana
$10.1K +$10.1K +120 New
SS
44
Sunbelt Securities
Texas
$8.77K +$253 +3 +3%
BTI
45
Blue Trust Inc
Georgia
$1K +$1K +10 New
AssetMark Inc
46
AssetMark Inc
California
$588 -$588 -7 -50%
HNB
47
Huntington National Bank
Ohio
$84 -$83 – –
RSWM
48
Robertson Stephens Wealth Management
California
– -$4.34M -52,124 Closed
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
– -$984K -11,766 Closed
MWM
50
Merriman Wealth Management
Washington
– -$848K -10,176 Closed
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