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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

Overview Fund Activity

68 hedge funds and large institutions have $103M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
33
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HOWA
Heritage Oak Wealth Advisors
Florida
$4.25M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$4.44M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.01M
4
Jane Street
Jane Street
New York
$2.46M
5
LPL Financial
LPL Financial
California
$8.83M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.42M
2
TC
TownSquare Capital
Utah
$321K
3
KWM
KFG Wealth Management
Indiana
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
GVAG
Great Valley Advisor Group
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
26
Focus Partners Advisor Solutions
Missouri
$921K -$15.4K -179 -2%
ASN
27
Advisory Services Network
Georgia
$866K – – –
IA
28
IFP Advisors
Florida
$691K – – –
PA
29
PFG Advisors
Arizona
$558K +$5.95K +69 +1%
ES
30
Eagle Strategies
New York
$543K – – –
NWM
31
Napa Wealth Management
California
$504K +$504K +5,844 New
CAGAS
32
Capital Advisory Group Advisory Services
Minnesota
$493K +$268K +3,103 +119%
AAS
33
Avantax Advisory Services
Texas
$440K +$440K +5,099 New
AIP
34
Almanack Investment Partners
Pennsylvania
$419K +$50.8K +589 +14%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$399K +$399K +4,630 New
Citadel Advisors
36
Citadel Advisors
Florida
$368K +$368K +4,264 New
RIA
37
Regal Investment Advisors
Michigan
$354K -$12.2K -142 -3%
TC
38
TownSquare Capital
Utah
$321K -$6.48M -75,083 -95%
NA
39
NewEdge Advisors
Louisiana
$306K – – –
NFG
40
Nations Financial Group
Iowa
$301K +$49.2K +571 +20%
TNBTD
41
Trustmark National Bank Trust Department
Mississippi
$287K – – –
Truist Financial
42
Truist Financial
North Carolina
$284K +$284K +3,293 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$284K -$326K -3,775 -53%
CF
44
Centaurus Financial
California
$276K +$18.3K +212 +7%
AA
45
Advisory Alpha
Michigan
$222K +$4.23K +49 +2%
BCM
46
Brookstone Capital Management
Illinois
$215K +$215K +2,497 New
DAS
47
Diversify Advisory Services
Utah
$214K -$188K -2,177 -47%
PS
48
Principal Securities
Iowa
$206K -$125K -1,449 -38%
TFM
49
Trademark Financial Management
Minnesota
$204K -$246K -2,850 -55%
US Bancorp
50
US Bancorp
Minnesota
$97K +$94.7K +1,098 +4,067%
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