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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

Overview Fund Activity

83 hedge funds and large institutions have $146M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+15
Holders Change %
+22.06%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
36
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KA
Kovack Advisors
Florida
$10.9M
2
RWA
Rooted Wealth Advisors
Illinois
$8.09M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.74M
4
AWS
Atria Wealth Solutions
New York
$8.02M
5
CCMG
Clark Capital Management Group
Pennsylvania
$2.17M

Top Sellers

1
HOWA
Heritage Oak Wealth Advisors
Florida
$0
2
EH
Equitable Holdings
New York
$462K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$431K
4
Jane Street
Jane Street
New York
$982K
5
DFCM
Dark Forest Capital Management
Puerto Rico
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
PFG Advisors
Arizona
$1.17M +$609K +7,057 +109%
CAAS
27
Capital Asset Advisory Services
Michigan
$1.15M +$169K +1,956 +17%
AWM
28
Axxcess Wealth Management
California
$1.15M +$169K +1,956 +17%
SSWM
29
Strait & Sound Wealth Management
California
$1.12M -$44.6K -516 -4%
CAGAS
30
Capital Advisory Group Advisory Services
Minnesota
$1.05M +$559K +6,469 +113%
Jane Street
31
Jane Street
New York
$982K -$1.48M -17,109 -60%
FPAS
32
Focus Partners Advisor Solutions
Missouri
$941K +$18.8K +218 +2%
SIA
33
Summit Investment Advisors
Maryland
$928K +$928K +10,652 New
TFM
34
Trademark Financial Management
Minnesota
$858K +$653K +7,568 +320%
IA
35
IFP Advisors
Florida
$692K – – –
NWM
36
Napa Wealth Management
California
$641K +$136K +1,577 +27%
ASN
37
Advisory Services Network
Georgia
$620K -$260K -3,009 -30%
ES
38
Eagle Strategies
New York
$586K +$42.3K +490 +8%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$570K +$170K +1,967 +42%
CF
40
Centaurus Financial
California
$525K +$249K +2,882 +90%
AAS
41
Avantax Advisory Services
Texas
$518K +$78K +903 +18%
EH
42
Equitable Holdings
New York
$462K -$2.64M -30,597 -85%
NFG
43
Nations Financial Group
Iowa
$449K +$147K +1,699 +49%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$431K -$1.58M -18,298 -79%
RIA
45
Regal Investment Advisors
Michigan
$420K +$65.5K +758 +18%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$390K +$106K +1,223 +37%
UAG
47
United Advisor Group
Ohio
$389K +$389K +4,502 New
Truist Financial
48
Truist Financial
North Carolina
$389K +$104K +1,208 +37%
Citadel Advisors
49
Citadel Advisors
Florida
$353K -$15.4K -178 -4%
WI
50
Westbourne Investments
Virginia
$352K +$352K +4,076 New
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