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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

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
+$5.71M
2
FIA
Foundations Investment Advisors
Arizona
+$3.98M
3
DFCM
Dark Forest Capital Management
Puerto Rico
+$3.94M
4
UBS Group
UBS Group
Switzerland
+$3.16M
5
Bank of America
Bank of America
North Carolina
+$2.35M

Top Sellers

1
DAS
Diversify Advisory Services
Utah
-$6.17M
2
EF
Empowered Funds
Pennsylvania
-$3.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.17M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$538K
5
VIM
Vista Investment Management
Pennsylvania
-$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$80K -$85 -1 -0.1%
ACM
52
Anfield Capital Management
California
$62.6K +$62.6K +737 New
Morgan Stanley
53
Morgan Stanley
New York
$58.3K -$170 -2 -0.3%
GJIA
54
Glass Jacobson Investment Advisors
Maryland
$44.3K +$40.1K +471 +942%
HWP
55
Highline Wealth Partners
California
$40.2K -$30.1K -354 -43%
NS
56
NBC Securities
Alabama
$23K +$83 +1 +0.4%
GRP
57
Global Retirement Partners
California
$20.2K – – –
PGAM
58
Princeton Global Asset Management
New Jersey
$19.1K – – –
HI
59
Harbour Investments
Wisconsin
$15.5K – – –
CFD
60
Creative Financial Designs
Indiana
$10.6K +$170 +2 +2%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$9.27K +$170 +2 +2%
SS
62
Sunbelt Securities
Texas
$9.18K +$170 +2 +2%
US Bancorp
63
US Bancorp
Minnesota
$2.3K +$2.3K +27 New
TWC
64
TD Waterhouse Canada
Ontario, Canada
$853 +$853 +10 New
AssetMark Inc
65
AssetMark Inc
California
$765 -$85 -1 -10%
HNB
66
Huntington National Bank
Ohio
$85 -$86 – –
Wells Fargo
67
Wells Fargo
California
$17 -$58 -1 Closed
EF
68
Empowered Funds
Pennsylvania
– -$3.83M -44,700 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– -$1.17M -13,681 Closed
VIM
70
Vista Investment Management
Pennsylvania
– -$410K -4,780 Closed
RG
71
Rathbones Group
United Kingdom
– -$257K -2,994 Closed
CW
72
CreativeOne Wealth
Kansas
– -$200K -2,336 Closed
ACA
73
Aptus Capital Advisors
Alabama
– -$2.92K -34 Closed
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