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iShares Interest Rate Hedged High Yield Bond ETF
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Overview Fund Activity

66 hedge funds and large institutions have $111M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
30
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
MinichMacGregor Wealth Management
New York
$12.6M
2
FIA
Foundations Investment Advisors
Arizona
$3.98M
3
DFCM
Dark Forest Capital Management
Puerto Rico
$3.94M
4
UBS Group
UBS Group
Switzerland
$6.66M
5
Bank of America
Bank of America
North Carolina
$8.87M

Top Sellers

1
DAS
Diversify Advisory Services
Utah
$396K
2
EF
Empowered Funds
Pennsylvania
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.83M
5
VIM
Vista Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
26
Capital Asset Advisory Services
Michigan
$965K +$43K +507 +5%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$923K +$31.5K +371 +4%
ASN
28
Advisory Services Network
Georgia
$866K +$866K +10,187 New
IA
29
IFP Advisors
Florida
$681K – – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$601K +$22.7K +267 +4%
PA
31
PFG Advisors
Arizona
$544K -$30K -353 -5%
Jane Street
32
Jane Street
New York
$544K +$544K +6,402 New
ES
33
Eagle Strategies
New York
$535K +$535K +6,293 New
TFM
34
Trademark Financial Management
Minnesota
$444K +$98.9K +1,164 +29%
DAS
35
Diversify Advisory Services
Utah
$396K -$6.17M -72,709 -94%
SSWM
36
Strait & Sound Wealth Management
California
$390K +$390K +4,585 New
AIP
37
Almanack Investment Partners
Pennsylvania
$363K -$237K -2,793 -40%
RIA
38
Regal Investment Advisors
Michigan
$361K -$2.98K -35 -0.8%
PS
39
Principal Securities
Iowa
$326K +$42.9K +505 +15%
BAM
40
BOS Asset Management
Illinois
$314K – – –
NA
41
NewEdge Advisors
Louisiana
$302K – – –
TNBTD
42
Trustmark National Bank Trust Department
Mississippi
$283K +$283K +3,331 New
SG
43
StoneX Group
New York
$281K +$281K +3,308 New
CF
44
Centaurus Financial
California
$254K +$254K +2,987 New
Prudential Financial
45
Prudential Financial
New Jersey
$249K +$41K +482 +20%
NFG
46
Nations Financial Group
Iowa
$249K +$249K +2,924 New
SB
47
Strategic Blueprint
Georgia
$245K +$35.5K +418 +17%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$231K +$123K +1,442 +113%
CAGAS
49
Capital Advisory Group Advisory Services
Minnesota
$222K +$222K +2,613 New
AA
50
Advisory Alpha
Michigan
$215K +$1.53K +18 +0.7%
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